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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 %
SSB
201
Sandy Spring Bank
Maryland
$18K -$27K -3,600 -60%
WA
202
Winfield Associates
Ohio
$18K – – –
GT
203
Glenmede Trust
Pennsylvania
$13K -$12.8K -1,768 -50%
PA
204
Perennial Advisors
New York
$13K +$61 +8 +0.5%
GRP
205
Global Retirement Partners
California
$12K – – –
DADC
206
D.A. Davidson & Co
Montana
$12K +$12K +1,600 New
LWM
207
Lenox Wealth Management
Ohio
$11K – – –
FCFS
208
First Command Financial Services
Texas
$11K +$11K +1,400 New
FCB
209
First Command Bank
Texas
$11K +$11K +1,400 New
CFD
210
Creative Financial Designs
Indiana
$7K +$4.57K +648 +188%
NDSI
211
Newman Dignan & Sheerar Inc
Rhode Island
$6.54K -$120 -15,872 -2%
YWP
212
YorkBridge Wealth Partners
New York
$6K +$6K +760 New
AOWM
213
Alpha Omega Wealth Management
Virginia
$5K – – –
SLF
214
Sun Life Financial
Ontario, Canada
$4.57K +$4.57K +2,208 New
TCOV
215
Trust Company of Vermont
Vermont
$4K – – –
LF
216
Lee Financial
Texas
$4K – – –
FMP
217
Financial Management Professionals
Texas
$3K -$57 -8 -2%
ADL
218
Asset Dedication LLC
California
$2K -$2K -248 -50%
CFA
219
Carroll Financial Associates
North Carolina
$2K – – –
MIAN
220
Mariner Independent Advisor Network
Kansas
– -$5.25M -752,736 Closed
PCM
221
Pointe Capital Management
Michigan
– -$2.96M -423,648 Closed
LRPA
222
L. Roy Papp & Associates
Arizona
– -$834K -119,440 Closed
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
– -$796K -114,048 Closed
DLCIG
224
D.L. Carlson Investment Group
New Hampshire
– -$747K -107,088 Closed
Bank of New York Mellon
225
Bank of New York Mellon
New York
– -$446K -63,952 Closed
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