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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

325 hedge funds and large institutions have $2.11B invested in Schwab US Large-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+60
Holders Change %
+22.64%
% of All Funds
7.38%
Holding in Top 10
40
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+42.86%
% of All Funds
0.91%
New
79
Increased
103
Reduced
102
Closed
17
Calls
$1.49M
Puts
$297K
Net Calls
+$1.19M
Net Calls Change
-$576K

Top Buyers

1
Mariner
1
Mariner
Kansas
$61.9M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$651M
3
BTS
3
BB&T Securities
Virginia
$20.7M
4
GWA
4
Guidant Wealth Advisors
Illinois
$14.5M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$41.2M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$248M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$3.88M
4
SIA
4
Starfire Investment Advisers
Michigan
$0
5
ICOA
5
Investment Centers of America
North Dakota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
176
Valley National Advisers
Pennsylvania
$585K +$226K +25,528 +63%
MIP
177
Marietta Investment Partners
Wisconsin
$545K +$1.7K +192 +0.3%
CHA
178
Carmichael Hill & Associates
Maryland
$540K +$540K +61,128 New
William Blair & Company
179
William Blair & Company
Illinois
$536K +$77.7K +8,800 +17%
MWM
180
Meridian Wealth Management
Kentucky
$533K -$75.1K -8,472 -12%
SNBOSD
181
Security National Bank of So Dak
Iowa
$532K -$28.1K -3,184 -5%
TH
182
Timber Hill
Connecticut
$522K -$10.3K -1,168 -2%
HGWM
183
Harvest Group Wealth Management
Massachusetts
$522K +$522K +59,096 New
Millennium Management
184
Millennium Management
New York
$510K -$98K -11,088 -16%
CWM
185
Cornerstone Wealth Management
Missouri
$507K +$507K +55,784 New
CFA
186
Cahill Financial Advisors
Minnesota
$506K +$920 +104 +0.2%
IA
187
IFP Advisors
Florida
$501K -$35.4K -4,008 -7%
AWA
188
Acorn Wealth Advisors
Michigan
$494K +$494K +54,088 New
NCM
189
Northwest Capital Management
Oregon
$482K +$482K +54,536 New
Northern Trust
190
Northern Trust
Illinois
$471K +$161K +18,200 +52%
DWM
191
Destination Wealth Management
California
$470K +$2.97K +336 +0.6%
WIC
192
Whitegate Investment Counselors
New Hampshire
$466K -$12.2K -1,376 -3%
HIC
193
Hartline Investment Corp
Illinois
$466K +$5.95K +672 +1%
VFA
194
Valeo Financial Advisors
Indiana
$455K +$101K +11,368 +28%
KFA
195
Kabarec Financial Advisors
Illinois
$451K +$451K +50,984 New
S
196
SignatureFD
Georgia
$425K -$173K -19,608 -29%
OCM
197
Orser Capital Management
Texas
$419K +$419K +44,840 New
ACG
198
Allen Capital Group
Nebraska
$419K +$419K +47,376 New
FAAS
199
First Allied Advisory Services
California
$410K -$22K -2,504 -5%
FLA
200
Financial Life Advisors
Texas
$410K +$410K +46,416 New
6 7
8
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