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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 %
MWM
151
Meridian Wealth Management
Kentucky
$481K -$6.19K -784 -1%
ASN
152
Advisory Services Network
Georgia
$467K +$5.31K +672 +1%
Citadel Advisors
153
Citadel Advisors
Florida
$460K -$1.44M -181,816 -76%
IA
154
IFP Advisors
Florida
$439K +$53.4K +6,760 +14%
WIC
155
Whitegate Investment Counselors
New Hampshire
$434K +$11.1K +1,400 +3%
William Blair & Company
156
William Blair & Company
Illinois
$429K +$194K +24,600 +83%
CCB
157
Cutter & Co Brokerage
Missouri
$393K -$4.8K -608 -1%
CA
158
Continuum Advisory
Idaho
$369K +$73.7K +9,320 +25%
CFA
159
Cahill Financial Advisors
Minnesota
$368K +$32.4K +4,088 +10%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$368K +$44.7K +5,664 +14%
OC
161
Oarsman Capital
Wisconsin
$363K -$9.36K -1,184 -3%
CDIA
162
Capital Directions Investment Advisors
Georgia
$361K +$51.9K +6,560 +17%
GC
163
Garde Capital
Washington
$359K -$85.2K -10,784 -19%
Millennium Management
164
Millennium Management
New York
$342K +$50.8K +6,432 +17%
VDI
165
Vaughan David Investments
Illinois
$339K – – –
MI
166
Moneywise Inc
Virginia
$336K -$18.5K -2,344 -5%
PAM
167
Peak Asset Management
Colorado
$330K -$47.3K -6,000 -13%
TCM
168
Tradewinds Capital Management
Washington
$327K -$1.14M -144,688 -78%
VNA
169
Valley National Advisers
Pennsylvania
$327K -$33.1K -4,184 -9%
B
170
Bailard
California
$323K +$1.27K +160 +0.4%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$304K +$64.9K +8,208 +27%
DW
172
Domani Wealth
Pennsylvania
$303K -$1.83K -232 -0.6%
MIP
173
Marietta Investment Partners
Wisconsin
$294K +$294K +37,264 New
SLF
174
Sun Life Financial
Ontario, Canada
$289K +$272K +34,352 +1,556%
TSS
175
Two Sigma Securities
New York
$286K -$190K -24,016 -40%
5 6
7
8 9