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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

265 hedge funds and large institutions have $1.82B invested in Schwab US Large-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 121 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
265
Holders Change
+11
Holders Change %
+4.33%
% of All Funds
6.62%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.7%
New
25
Increased
121
Reduced
79
Closed
14
Calls
$2.08M
Puts
$317K
Net Calls
+$1.76M
Net Calls Change
+$559K

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$13.1M
2
MAM
2
Marquette Asset Management
Minnesota
$56.2M
3
I
3
INVST
Indiana
$12M
4
MG
4
Mather Group
Illinois
$19.6M
5
APP
5
Avantax Planning Partners
Iowa
$277M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$583M
2
FMP
2
Financial Management Professionals
Texas
$18K
3
Jane Street
3
Jane Street
New York
$8.3M
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$3.85M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PV
101
Private Vista
Illinois
$1.68M -$377K -45,664 -18%
CCM
102
Coldstream Capital Management
Washington
$1.63M +$88.7K +10,736 +6%
MML Investors Services
103
MML Investors Services
Massachusetts
$1.58M +$137K +16,560 +9%
AG
104
Advisor Group
Arizona
$1.57M +$305K +36,912 +24%
SAM
105
Smithbridge Asset Management
Pennsylvania
$1.51M +$1.27M +153,520 +535%
SWM
106
SVA Wealth Management
Wisconsin
$1.42M +$15.7K +1,896 +1%
ACM
107
AlphaStar Capital Management
North Carolina
$1.42M +$1.39M +171,168 +5,472%
SGAM
108
Steinberg Global Asset Management
Florida
$1.26M +$1.78K +216 +0.1%
GHA
109
GW Henssler & Associates
Georgia
$1.25M +$78.6K +9,520 +7%
MAS
110
Managed Account Services
Florida
$1.18M +$10.8K +1,304 +0.9%
TSS
111
Two Sigma Securities
New York
$1.16M +$859K +104,048 +287%
SFG
112
Sage Financial Group
Pennsylvania
$1.1M +$257K +31,112 +31%
EA
113
Edge Advisors
Georgia
$1.09M +$858K +103,912 +370%
UB
114
UMB Bank
Missouri
$1.08M +$1.85K +224 +0.2%
FFWA
115
FRG Family Wealth Advisors
Washington
$1.07M +$258K +31,200 +32%
SHJ
116
Sharkey, Howes & Javer
Colorado
$1.04M -$46.6K -5,576 -4%
PAG
117
Private Advisor Group
New Jersey
$1.04M +$523K +62,976 +101%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$1.03M -$290K -35,064 -22%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$1.03M +$229K +27,400 +29%
DG
120
Davidson & Garrard
Virginia
$1.01M +$12.1K +1,464 +1%
JFG
121
JMG Financial Group
Illinois
$932K -$158K -19,072 -14%
Citadel Advisors
122
Citadel Advisors
Florida
$904K +$424K +51,304 +88%
BBPWM
123
Blue Bell Private Wealth Management
Pennsylvania
$882K +$20K +2,424 +2%
RFA
124
Reilly Financial Advisors
California
$876K +$24.4K +2,960 +3%
SC
125
Savant Capital
Illinois
$854K +$39K +4,720 +5%
3 4
5
6 7