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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 %
JC
151
Jentner Corp
Ohio
$529K -$9.51K -1,152 -2%
SNBOSD
152
Security National Bank of So Dak
Iowa
$524K – – –
LNC
153
Lincoln National Corp
Pennsylvania
$524K +$524K +63,472 New
MIP
154
Marietta Investment Partners
Wisconsin
$508K +$200K +24,256 +65%
IA
155
IFP Advisors
Florida
$501K +$42.3K +5,128 +9%
TH
156
Timber Hill
Connecticut
$497K -$306K -37,128 -38%
CFA
157
Cahill Financial Advisors
Minnesota
$472K +$87.8K +10,616 +23%
WIC
158
Whitegate Investment Counselors
New Hampshire
$447K -$6.81K -824 -2%
CCMW
159
Cypress Capital Management (Wyoming)
Wyoming
$444K -$407K -49,264 -48%
PAG
160
Pinnacle Advisory Group
Maryland
$441K -$319K -38,632 -42%
DWM
161
Destination Wealth Management
California
$437K -$99.6K -12,048 -19%
HIC
162
Hartline Investment Corp
Illinois
$429K -$97K -11,752 -18%
William Blair & Company
163
William Blair & Company
Illinois
$428K -$19.8K -2,400 -4%
CCB
164
Cutter & Co Brokerage
Missouri
$411K +$66 +8 +0%
FAAS
165
First Allied Advisory Services
California
$406K -$376K -45,496 -48%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$397K +$12.5K +1,520 +3%
CA
167
Continuum Advisory
Idaho
$381K -$4.56K -552 -1%
GC
168
Garde Capital
Washington
$375K -$860 -104 -0.2%
MPM
169
Meritage Portfolio Management
Kansas
$374K +$374K +45,328 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$363K +$45.1K +5,456 +14%
OC
171
Oarsman Capital
Wisconsin
$348K -$30.8K -3,736 -8%
PAM
172
Peak Asset Management
Colorado
$338K -$7.67K -928 -2%
B
173
Bailard
California
$337K – – –
TW
174
Transform Wealth
Colorado
$337K +$337K +40,752 New
VNA
175
Valley National Advisers
Pennsylvania
$336K -$5.89K -712 -2%
5 6
7
8 9