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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
RFA
126
Reilly Financial Advisors
California
$1.32M +$386K +43,664 +41%
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$1.3M +$173K +18,912 +15%
BC
128
Burleson & Co
California
$1.29M +$1.29M +145,360 New
BFM
129
Broadview Financial Management
Wisconsin
$1.23M +$1.23M +139,088 New
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$1.22M +$117K +13,232 +11%
FANJ
131
Financial Architects (New Jersey)
New Jersey
$1.18M +$381K +43,136 +48%
MML Investors Services
132
MML Investors Services
Massachusetts
$1.17M -$523K -59,136 -31%
EA
133
Edge Advisors
Georgia
$1.17M +$495 +56 +0%
UB
134
UMB Bank
Missouri
$1.16M – – –
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$1.14M +$289K +32,736 +34%
WDL
136
Well Done LLC
Michigan
$1.1M +$1.1M +124,864 New
H
137
HoyleCohen
California
$1.08M +$1.08M +122,352 New
OC
138
Oarsman Capital
Wisconsin
$1.07M +$701K +79,296 +188%
PAG
139
Private Advisor Group
New Jersey
$1.07M -$54.6K -6,104 -5%
SHJ
140
Sharkey, Howes & Javer
Colorado
$1.05M -$52K -5,880 -5%
LRPA
141
L. Roy Papp & Associates
Arizona
$1.05M +$1.05M +119,000 New
BBPWM
142
Blue Bell Private Wealth Management
Pennsylvania
$1.02M +$74.6K +8,440 +8%
PFA
143
Pinnacle Family Advisors
Missouri
$1M -$929K -105,032 -48%
DY
144
Dowling & Yahnke
California
$1M +$1M +113,104 New
JFG
145
JMG Financial Group
Illinois
$997K – – –
JPMPWA
146
J.P. Morgan Private Wealth Advisors
California
$950K +$93.9K +10,624 +11%
CG
147
Colony Group
Massachusetts
$931K +$50K +5,656 +6%
SC
148
Savant Capital
Illinois
$903K -$11.1K -1,256 -1%
FNBOO
149
First National Bank of Omaha
Nebraska
$863K -$15.3K -1,728 -2%
Citadel Advisors
150
Citadel Advisors
Florida
$856K -$111K -12,616 -12%
4 5
6
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