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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

206 hedge funds and large institutions have $1.36B invested in Schwab US Large-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
206
Holders Change
+25
Holders Change %
+13.81%
% of All Funds
5.16%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.58%
New
38
Increased
90
Reduced
49
Closed
10
Calls
$475K
Puts
–
Net Calls
+$475K
Net Calls Change
+$523K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$536M
2
APP
2
Avantax Planning Partners
Iowa
$221M
3
TIM
3
Total Investment Management
Arizona
$39.1M
4
OA
4
Opes Advisors
California
$13.4M
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$12.1M

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$17.7M
2
Jane Street
2
Jane Street
New York
$381K
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$545K
4
CFMC
4
Curbstone Financial Management Corp
New Hampshire
$2.1M
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$23.7M
Name Market Value Shares Shares
Change 		Shares
Change %
FCI
126
Financial Counselors Inc
Kansas
$425K 7,604 +7,604 New
Creative Planning
127
Creative Planning
Kansas
$414K 7,412 +497 +7%
Jane Street
128
Jane Street
New York
$381K 6,825 -123,664 -95%
GC
129
Garde Capital
Washington
$367K 6,569 +2,463 +60%
WP
130
WealthSource Partners
California
$345K 6,183 +6,183 New
LCM
131
Liberty Capital Management
Michigan
$332K 5,763 +3,701 +179%
OC
132
Oarsman Capital
Wisconsin
$330K 5,908 +42 +0.7%
MWM
133
Meridian Wealth Management
Kentucky
$329K 5,896 +5,896 New
MI
134
Moneywise Inc
Virginia
$323K 5,782 +669 +13%
NL
135
NWAM LLC
Washington
$314K 5,620 -529 -9%
VDI
136
Vaughan David Investments
Illinois
$308K 5,517 +338 +7%
EK
137
Evensky & Katz
Florida
$298K 5,348 +8 +0.1%
CFA
138
Cahill Financial Advisors
Minnesota
$293K 5,244 -613 -10%
B
139
Bailard
California
$284K 5,080 +5,080 New
LFAS
140
Level Four Advisory Services
Texas
$282K 5,057 +5,057 New
PAM
141
Peak Asset Management
Colorado
$276K 4,952 – –
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$276K 4,951 +4,951 New
CDIA
143
Capital Directions Investment Advisors
Georgia
$273K 4,888 -120 -2%
DG
144
Davidson & Garrard
Virginia
$265K 4,752 +386 +9%
SFA
145
Sequoia Financial Advisors
Ohio
$263K 4,716 +18 +0.4%
FAAS
146
First Allied Advisory Services
California
$263K 4,709 +4,709 New
RIA
147
Regal Investment Advisors
Michigan
$248K 4,436 +13 +0.3%
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$241K 4,191 +4,191 New
William Blair & Company
149
William Blair & Company
Illinois
$235K 4,209 +4,209 New
WIC
150
Whitegate Investment Counselors
New Hampshire
$234K 4,186 +4,186 New
4 5
6
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