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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

325 hedge funds and large institutions have $2.11B invested in Schwab US Large-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 17 closing their positions.

Holders
325
Holders Change
+60
Holders Change %
+22.64%
% of All Funds
7.38%
Holding in Top 10
40
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+42.86%
% of All Funds
0.91%
New
79
Increased
103
Reduced
102
Closed
17
Calls
$1.49M
Puts
$297K
Net Calls
+$1.19M
Net Calls Change
-$576K

Top Buyers

1
Mariner
1
Mariner
Kansas
$61.9M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$651M
3
BTS
3
BB&T Securities
Virginia
$20.7M
4
GWA
4
Guidant Wealth Advisors
Illinois
$14.5M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$41.2M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$248M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$3.88M
4
SIA
4
Starfire Investment Advisers
Michigan
$0
5
ICOA
5
Investment Centers of America
North Dakota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
101
Coldstream Capital Management
Washington
$2.09M 236,936 +39,312 +20%
AWS
102
AJ Wealth Strategies
New York
$2.08M 234,744 -5,776 -2%
Koshinski Asset Management
103
Koshinski Asset Management
Illinois
$2.02M 228,168 +5,744 +3%
TYCC
104
Texas Yale Capital Corp
Florida
$2M 226,288 -2,192 -1%
SBSB
105
Sullivan, Bruyette, Speros & Blaney
Virginia
$2M 226,128 – –
HB
106
Homrich & Berg
Georgia
$2M 225,752 -9,976 -4%
SFSG
107
Stearns Financial Services Group
North Carolina
$1.94M 219,600 -14,832 -6%
IAS
108
IMA Advisory Services
Colorado
$1.94M 219,536 +5,448 +3%
CA
109
Cambridge Advisors
Nebraska
$1.92M 216,768 -3,200 -1%
WP
110
WealthSource Partners
California
$1.84M 207,768 +3,552 +2%
FWM
111
Frontier Wealth Management
Missouri
$1.81M 204,968 -19,160 -9%
PV
112
Private Vista
Illinois
$1.78M 201,832 -1,528 -0.8%
SAM
113
Smithbridge Asset Management
Pennsylvania
$1.7M 192,528 +10,320 +6%
VCWA
114
Vanguard Capital Wealth Advisors
Colorado
$1.65M 207,064 +207,064 New
LNC
115
Lincoln National Corp
Pennsylvania
$1.65M 186,328 +122,856 +194%
SFG
116
Sage Financial Group
Pennsylvania
$1.62M 182,952 +50,344 +38%
MWA
117
MFA Wealth Advisors
Pennsylvania
$1.55M 164,104 +164,104 New
CIAS
118
Capital Investment Advisory Services
North Carolina
$1.46M 165,504 -39,048 -19%
APA
119
American Portfolios Advisors
New York
$1.4M 158,776 +158,776 New
MA
120
Mutual Advisors
Nebraska
$1.4M 158,736 +158,736 New
FFWA
121
FRG Family Wealth Advisors
Washington
$1.39M 156,880 +27,560 +21%
SWM
122
SVA Wealth Management
Wisconsin
$1.39M 156,680 -15,432 -9%
GHA
123
GW Henssler & Associates
Georgia
$1.38M 156,248 +4,416 +3%
SGAM
124
Steinberg Global Asset Management
Florida
$1.36M 153,616 +1,512 +1%
MAS
125
Managed Account Services
Florida
$1.34M 152,040 +9,072 +6%
3 4
5
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