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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

254 hedge funds and large institutions have $1.8B invested in Schwab US Large-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 114 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+33
Holders Change %
+14.93%
% of All Funds
6.34%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.65%
New
43
Increased
114
Reduced
67
Closed
9
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
+$794K

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$23.7M
2
Jane Street
2
Jane Street
New York
$27M
3
ACM
3
Alpha Capital Management
Texas
$17.8M
4
PFM
4
Parsec Financial Management
North Carolina
$14.4M
5
AA
5
Apriem Advisors
California
$9.23M

Top Sellers

1
CCA
1
Checchi Capital Advisers
California
$0
2
CWM
2
Concert Wealth Management
California
$0
3
Bank of America
3
Bank of America
North Carolina
$11.4M
4
SBL
4
Sargent Bickham Lagudis
Colorado
$3.57M
5
CP
5
Corbenic Partners
Pennsylvania
$236K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
126
First Allied Advisory Services
California
$740K +$494K +63,160 +201%
AF
127
Aldebaran Financial
$734K +$126 +16 +0%
PAG
128
Pinnacle Advisory Group
Maryland
$727K -$84.8K -10,744 -10%
CG
129
Colony Group
Massachusetts
$723K +$508K +64,304 +236%
FANJ
130
Financial Architects (New Jersey)
New Jersey
$713K -$1.05M -133,376 -60%
JPMPWA
131
J.P. Morgan Private Wealth Advisors
California
$708K +$708K +89,608 New
Creative Planning
132
Creative Planning
Kansas
$702K +$47.5K +6,008 +7%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$700K +$357K +45,200 +104%
BA
134
Bristlecone Advisors
Washington
$678K -$180K -22,720 -21%
NDSI
135
Newman Dignan & Sheerar Inc
Rhode Island
$668K -$15K -18,976 -2%
SIAS
136
Shine Investment Advisory Services
Colorado
$658K +$658K +83,264 New
BAC
137
Boys Arnold & Co
North Carolina
$652K -$5.56K -704 -0.8%
CWP
138
Capital Wealth Planning
Florida
$647K +$647K +81,864 New
Wolverine Trading
139
Wolverine Trading
Illinois
$644K +$644K +81,624 New
FA
140
FC Advisory
Pennsylvania
$637K -$1.9K -240 -0.3%
BW
141
Bison Wealth
Georgia
$629K +$157K +19,872 +33%
WAM
142
Wealthspire Advisors (Maryland)
Maryland
$609K -$12.7K -1,608 -2%
WA
143
Wealth Architects
California
$599K -$93.2K -11,800 -13%
S
144
SignatureFD
Georgia
$551K -$8.98K -1,136 -2%
LCM
145
Liberty Capital Management
Michigan
$543K +$74.6K +9,416 +16%
JC
146
Jentner Corp
Ohio
$515K +$7.26K +920 +1%
DWM
147
Destination Wealth Management
California
$513K -$25.5K -3,224 -5%
HIC
148
Hartline Investment Corp
Illinois
$504K -$894K -113,040 -64%
SNBOSD
149
Security National Bank of So Dak
Iowa
$501K – – –
PAG
150
Private Advisor Group
New Jersey
$494K +$20.2K +2,544 +4%
4 5
6
7 8