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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
Piershale Financial Group
Illinois
$13.1M
2
MAM
Marquette Asset Management
Minnesota
$56.2M
3
I
INVST
Indiana
$12M
4
MG
Mather Group
Illinois
$19.6M
5
APP
Avantax Planning Partners
Iowa
$277M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$583M
2
FMP
Financial Management Professionals
Texas
$18K
3
Jane Street
Jane Street
New York
$8.3M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$3.85M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VDI
176
Vaughan David Investments
Illinois
$332K -$22.3K -2,704 -6%
VFA
177
Valeo Financial Advisors
Indiana
$331K +$331K +40,096 New
SG Americas Securities
178
SG Americas Securities
New York
$327K +$327K +39,608 New
DW
179
Domani Wealth
Pennsylvania
$317K +$330 +40 +0.1%
CDIA
180
Capital Directions Investment Advisors
Georgia
$307K -$70.6K -8,536 -19%
SLF
181
Sun Life Financial
Ontario, Canada
$302K – – –
LWAC
182
Laurel Wealth Advisors (California)
California
$299K – – –
MI
183
Moneywise Inc
Virginia
$294K -$57.2K -6,936 -16%
Northern Trust
184
Northern Trust
Illinois
$289K – – –
ONB
185
Old National Bancorp
Indiana
$286K -$11.9K -1,440 -4%
EK
186
Evensky & Katz
Florida
$279K -$4.42K -536 -2%
VIA
187
Vantage Investment Advisors
Pennsylvania
$271K +$12.1K +1,464 +5%
AFP
188
Ausdal Financial Partners
Iowa
$265K +$15.3K +1,856 +6%
LBC
189
Lowe Brockenbrough & Co
Virginia
$260K +$9.18K +1,112 +4%
NL
190
NWAM LLC
Washington
$257K – – –
DSC
191
Duncker Streett & Co
Missouri
$256K +$11.9K +1,448 +5%
ASN
192
Advisory Services Network
Georgia
$246K -$241K -29,232 -49%
CIR
193
Clear Investment Research
Georgia
$246K – – –
FA
194
Fagan Associates
New York
$245K +$24K +2,912 +11%
SA
195
Strategic Advisors
New York
$244K +$1.46K +176 +0.6%
ZIM
196
Zacks Investment Management
Illinois
$244K +$7.14K +864 +3%
FAM
197
Foothills Asset Management
Arizona
$242K +$242K +29,336 New
RIA
198
Regal Investment Advisors
Michigan
$240K +$792 +96 +0.3%
LFAS
199
Level Four Advisory Services
Texas
$226K – – –
GP
200
Girard Partners
Pennsylvania
$217K -$6.6K -800 -3%
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