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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 %
LWAC
176
Laurel Wealth Advisors (California)
California
$286K +$286K +36,208 New
ONB
177
Old National Bancorp
Indiana
$285K – – –
Northern Trust
178
Northern Trust
Illinois
$277K +$277K +35,048 New
EK
179
Evensky & Katz
Florida
$271K -$6.18K -784 -2%
CB
180
Commerce Bank
Missouri
$258K +$258K +32,600 New
VIA
181
Vantage Investment Advisors
Pennsylvania
$248K +$39.4K +4,984 +19%
NL
182
NWAM LLC
Washington
$246K -$98.8K -12,512 -29%
LBC
183
Lowe Brockenbrough & Co
Virginia
$240K -$6K -760 -2%
AFP
184
Ausdal Financial Partners
Iowa
$239K +$239K +30,232 New
CP
185
Corbenic Partners
Pennsylvania
$236K -$1.95M -247,016 -89%
CIR
186
Clear Investment Research
Georgia
$235K +$235K +29,768 New
DSC
187
Duncker Streett & Co
Missouri
$234K +$101K +12,808 +76%
SA
188
Strategic Advisors
New York
$232K +$232K +29,336 New
RIA
189
Regal Investment Advisors
Michigan
$229K +$632 +80 +0.3%
SAM
190
Smithbridge Asset Management
Pennsylvania
$227K +$227K +28,688 New
ZIM
191
Zacks Investment Management
Illinois
$226K +$2.27K +288 +1%
CPIG
192
Chicago Partners Investment Group
Illinois
$224K +$224K +32,160 New
EA
193
Edge Advisors
Georgia
$222K +$632 +80 +0.3%
AIS
194
Accurate Investment Solutions
Pennsylvania
$222K +$222K +28,096 New
GP
195
Girard Partners
Pennsylvania
$214K +$214K +27,104 New
FA
196
Fagan Associates
New York
$212K +$212K +26,776 New
LFAS
197
Level Four Advisory Services
Texas
$206K – – –
MWAC
198
Mariner Wealth Advisors (Cincinnati)
Ohio
$206K +$206K +26,128 New
SI
199
SII Investments
Wisconsin
$205K -$51.7K -6,616 -20%
DLCIG
200
D.L. Carlson Investment Group
New Hampshire
$200K +$200K +25,320 New
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8
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