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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 %
SI
151
SII Investments
Wisconsin
$229K 4,105 -1,129 -22%
LBC
152
Lowe Brockenbrough & Co
Virginia
$210K 3,760 – –
Fidelity Investments
153
Fidelity Investments
Massachusetts
$209K 3,727 +3,727 New
MPM
154
Meritage Portfolio Management
Kansas
$203K 3,634 +3,634 New
Millennium Management
155
Millennium Management
New York
$203K 3,639 +3,639 New
IA
156
IFP Advisors
Florida
$199K 3,560 -332 -9%
EA
157
Edge Advisors
Georgia
$195K 3,495 +3,495 New
SA
158
SRH Advisors
Kansas
$159K 2,845 – –
APSP
159
Asset Planning Services (Pennsylvania)
Pennsylvania
$158K 2,838 +11 +0.4%
VIA
160
Vantage Investment Advisors
Pennsylvania
$156K 2,831 +1,232 +77%
TWA
161
TCI Wealth Advisors
Arizona
$134K 2,400 – –
DSC
162
Duncker Streett & Co
Missouri
$117K 2,100 – –
PCP
163
Proficio Capital Partners
Massachusetts
$112K 2,000 – –
MA
164
MCF Advisors
Kentucky
$108K 1,938 -8,311 -81%
GWM
165
Geneos Wealth Management
Colorado
$106K 1,899 – –
PG
166
Patten Group
Tennessee
$102K 1,756 +20 +1%
DAM
167
Delta Asset Management
Tennessee
$101K 1,805 – –
NFG
168
Next Financial Group
Texas
$94K 1,692 +1,511 +835%
BlackRock
169
BlackRock
New York
$93K 1,669 +1,211 +264%
AG
170
Advisor Group
Arizona
$92K 1,646 -3,557 -68%
LWMT
171
Legacy Wealth Management (Tennessee)
Tennessee
$89.6K 1,605 +1,605 New
IF
172
Ironwood Financial
Arizona
$80K 1,428 -107 -7%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$80K 1,443 – –
RCG
174
Ruggie Capital Group
Florida
$77K 1,379 -52 -4%
SWA
175
Sutton Wealth Advisors
Florida
$76.2K 1,365 +270 +25%
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