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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 %
GWM
176
Geneos Wealth Management
Colorado
$116K +$1.92K +256 +2%
DAM
177
Delta Asset Management
Tennessee
$109K – – –
PG
178
Patten Group
Tennessee
$106K – – –
SEI Investments
179
SEI Investments
Pennsylvania
$101K +$101K +13,416 New
PFBT
180
Parkside Financial Bank & Trust
Missouri
$95K +$16.4K +2,176 +21%
AG
181
Advisor Group
Arizona
$90K -$9.42K -1,248 -9%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$87K – – –
IF
183
Ironwood Financial
Arizona
$86K – – –
TAIM
184
TD Ameritrade Investment Management
Nebraska
$84K +$13.9K +1,840 +20%
BCM
185
Blume Capital Management
California
$83K +$182 +24 +0.2%
SWA
186
Sutton Wealth Advisors
Florida
$82.6K – – –
RCG
187
Ruggie Capital Group
Florida
$82K -$1.33K -176 -2%
KKAMG
188
Kernodle & Katon Asset Management Group
Arkansas
$62K – – –
AWM
189
Avior Wealth Management
Nebraska
$56K -$9.28K -1,232 -14%
AF
190
Allworth Financial
California
$50K +$50K +6,656 New
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
Chevy Chase Trust
192
Chevy Chase Trust
Maryland
$42K +$42K +5,960 New
DPA
193
Delphi Private Advisors
California
$41K – – –
WCG
194
Wall Capital Group
Arizona
$40K +$40K +5,296 New
FBT
195
First Bank & Trust
South Dakota
$37K – – –
CTC
196
Central Trust Company
Missouri
$36K +$36K +4,744 New
PSUF
197
People's United Financial
Connecticut
$31K – – –
Citigroup
198
Citigroup
New York
$27K +$2.91K +384 +12%
NFG
199
Next Financial Group
Texas
$24K -$82.6K -10,488 -77%
PAI
200
Pittenger & Anderson Inc
Nebraska
$22K – – –
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8
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