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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 %
FTUS
176
Flow Traders U.S.
New York
$76K 1,368 -14,600 -91%
BCM
177
Blume Capital Management
California
$76K 1,368 +1,368 New
PFBT
178
Parkside Financial Bank & Trust
Missouri
$73K 1,305 -47 -3%
TAIM
179
TD Ameritrade Investment Management
Nebraska
$65K 1,164 +586 +101%
AWM
180
Avior Wealth Management
Nebraska
$60K 1,083 +318 +42%
KKAMG
181
Kernodle & Katon Asset Management Group
Arkansas
$58K 1,030 -2,555 -71%
SSB
182
Sandy Spring Bank
Maryland
$42K 750 -500 -40%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$42K 756 – –
DPA
184
Delphi Private Advisors
California
$38K 681 – –
BFEC
185
Benjamin F. Edwards & Company
Missouri
$37K 660 – –
FBT
186
First Bank & Trust
South Dakota
$35K 619 +619 New
BWA
187
Burt Wealth Advisors
Maryland
$33K 593 +2 +0.3%
PSUF
188
People's United Financial
Connecticut
$29K 513 – –
GT
189
Glenmede Trust
Pennsylvania
$24K 445 – –
Citigroup
190
Citigroup
New York
$22K 397 +1 +0.3%
PAI
191
Pittenger & Anderson Inc
Nebraska
$21K 370 – –
WA
192
Winfield Associates
Ohio
$17K 300 – –
PA
193
Perennial Advisors
New York
$12K 211 +211 New
GRP
194
Global Retirement Partners
California
$11K 195 +195 New
LWM
195
Lenox Wealth Management
Ohio
$10K 177 – –
CG
196
Cutler Group
California
$9K 172 -428 -71%
DBT
197
Dubuque Bank & Trust
Iowa
$7K 123 – –
SIG
198
Stanford Investment Group
California
$6K 102 – –
TCOV
199
Trust Company of Vermont
Vermont
$4K 73 – –
LF
200
Lee Financial
Texas
$4K 66 +66 New
5 6 7
8
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