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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

221 hedge funds and large institutions have $1.58B invested in Schwab US Large-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
5.51%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.52%
New
33
Increased
90
Reduced
66
Closed
15
Calls
$411K
Puts
–
Net Calls
+$411K
Net Calls Change
-$64K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$661M
2
FCI
Financial Counselors Inc
Kansas
$18.2M
3
Bank of America
Bank of America
North Carolina
$13.2M
4
Jane Street
Jane Street
New York
$6.74M
5
MG
Mather Group
Illinois
$6.95M

Top Sellers

1
SHJ
Sharkey, Howes & Javer
Colorado
$2.21M
2
MIAN
Mariner Independent Advisor Network
Kansas
$0
3
OA
Opes Advisors
California
$10.4M
4
TCM
Tradewinds Capital Management
Washington
$1.41M
5
PCM
Pointe Capital Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
Apriem Advisors
California
$507K +$1.51K +200 +0.3%
JC
127
Jentner Corp
Ohio
$486K +$7.26K +960 +2%
SNBOSD
128
Security National Bank of So Dak
Iowa
$479K – – –
MWM
129
Meridian Wealth Management
Kentucky
$466K +$110K +14,512 +31%
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$460K +$208K +27,664 +83%
TSS
131
Two Sigma Securities
New York
$455K +$455K +60,208 New
BW
132
Bison Wealth
Georgia
$452K +$452K +59,736 New
PAG
133
Private Advisor Group
New Jersey
$450K +$450K +59,784 New
LCM
134
Liberty Capital Management
Michigan
$447K +$98.3K +13,000 +28%
ASN
135
Advisory Services Network
Georgia
$441K +$441K +58,384 New
GC
136
Garde Capital
Washington
$425K +$27.9K +3,696 +7%
WIC
137
Whitegate Investment Counselors
New Hampshire
$404K +$151K +20,000 +60%
CCB
138
Cutter & Co Brokerage
Missouri
$381K +$381K +50,392 New
IA
139
IFP Advisors
Florida
$369K +$154K +20,320 +71%
PAM
140
Peak Asset Management
Colorado
$362K +$62.2K +8,216 +21%
OC
141
Oarsman Capital
Wisconsin
$356K -$1.21K -160 -0.3%
VNA
142
Valley National Advisers
Pennsylvania
$344K -$131K -17,400 -28%
MI
143
Moneywise Inc
Virginia
$340K -$10.2K -1,344 -3%
NL
144
NWAM LLC
Washington
$330K -$9.86K -1,304 -3%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$329K +$329K +43,440 New
VDI
146
Vaughan David Investments
Illinois
$325K -$9.02K -1,192 -3%
CFA
147
Cahill Financial Advisors
Minnesota
$321K +$3.21K +424 +1%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$310K +$9.94K +1,312 +3%
B
149
Bailard
California
$307K – – –
CDIA
150
Capital Directions Investment Advisors
Georgia
$296K – – –
4 5
6
7 8