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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.

New
Increased
Maintained
Reduced
Closed
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 %
US Bancorp
126
US Bancorp
Minnesota
$832K +$23.3K +2,824 +3%
CG
127
Colony Group
Massachusetts
$823K +$67.2K +8,136 +9%
FNBOO
128
First National Bank of Omaha
Nebraska
$820K – – –
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$802K +$67.1K +8,096 +9%
JPMPWA
130
J.P. Morgan Private Wealth Advisors
California
$800K +$59.9K +7,248 +8%
Creative Planning
131
Creative Planning
Kansas
$778K +$44.6K +5,400 +6%
AF
132
Aldebaran Financial
$768K +$132 +16 +0%
SIAS
133
Shine Investment Advisory Services
Colorado
$752K +$64.1K +7,760 +9%
FANJ
134
Financial Architects (New Jersey)
New Jersey
$744K -$1.85K -224 -0.2%
EWM
135
Edge Wealth Management
New York
$726K -$47.9K -5,800 -6%
BW
136
Bison Wealth
Georgia
$717K +$59.5K +7,200 +9%
BA
137
Bristlecone Advisors
Washington
$710K +$1.45K +176 +0.2%
BAC
138
Boys Arnold & Co
North Carolina
$681K -$529 -64 -0.1%
LW
139
Linscomb Wealth
Texas
$678K +$678K +82,120 New
FA
140
FC Advisory
Pennsylvania
$668K +$1.78K +216 +0.3%
LCM
141
Liberty Capital Management
Michigan
$651K +$73.8K +8,760 +13%
CWM
142
Cabot Wealth Management
Massachusetts
$647K -$427K -51,720 -40%
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$646K +$9.12K +1,104 +1%
FA
144
FDx Advisors
Illinois
$637K +$637K +77,168 New
WA
145
Wealth Architects
California
$626K – – –
Wolverine Trading
146
Wolverine Trading
Illinois
$613K -$61.6K -7,456 -9%
Millennium Management
147
Millennium Management
New York
$568K +$211K +25,512 +59%
MWM
148
Meridian Wealth Management
Kentucky
$567K +$63.4K +7,672 +13%
FIAS
149
FinTrust Investment Advisory Services
South Carolina
$563K +$563K +68,136 New
S
150
SignatureFD
Georgia
$559K -$16.8K -2,032 -3%
4 5
6
7 8