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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 %
DW
151
Domani Wealth
Pennsylvania
$292K -$481K -63,560 -62%
CA
152
Continuum Advisory
Idaho
$283K +$283K +37,368 New
Millennium Management
153
Millennium Management
New York
$278K +$58.3K +7,720 +27%
ONB
154
Old National Bancorp
Indiana
$273K +$273K +36,104 New
EK
155
Evensky & Katz
Florida
$266K -$57.7K -7,624 -18%
SI
156
SII Investments
Wisconsin
$249K +$121 +16 +0%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$247K +$247K +32,680 New
FAAS
158
First Allied Advisory Services
California
$241K -$47.7K -6,224 -17%
LBC
159
Lowe Brockenbrough & Co
Virginia
$236K +$8.18K +1,080 +4%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$229K +$3.39K +448 +2%
William Blair & Company
161
William Blair & Company
Illinois
$223K -$30.1K -4,000 -12%
RIA
162
Regal Investment Advisors
Michigan
$219K -$49.7K -6,568 -19%
TW
163
Transform Wealth
Colorado
$218K +$218K +28,792 New
ZIM
164
Zacks Investment Management
Illinois
$214K +$214K +28,360 New
EA
165
Edge Advisors
Georgia
$211K +$482 +64 +0.2%
LFAS
166
Level Four Advisory Services
Texas
$206K -$98.2K -13,056 -32%
CG
167
Colony Group
Massachusetts
$206K +$206K +27,272 New
VIA
168
Vantage Investment Advisors
Pennsylvania
$200K +$28.6K +3,776 +17%
SA
169
SRH Advisors
Kansas
$172K – – –
APSP
170
Asset Planning Services (Pennsylvania)
Pennsylvania
$172K +$363 +48 +0.2%
TWA
171
TCI Wealth Advisors
Arizona
$145K – – –
DSC
172
Duncker Streett & Co
Missouri
$127K – – –
SEIA
173
Signature Estate & Investment Advisors
California
$127K +$127K +16,824 New
PCP
174
Proficio Capital Partners
Massachusetts
$126K – – –
BlackRock
175
BlackRock
New York
$121K +$20.4K +2,712 +20%
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