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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 %
SA
201
SRH Advisors
Kansas
$180K – – –
APSP
202
Asset Planning Services (Pennsylvania)
Pennsylvania
$180K +$505 +64 +0.3%
TWA
203
TCI Wealth Advisors
Arizona
$156K +$4.42K +560 +3%
PCP
204
Proficio Capital Partners
Massachusetts
$130K – – –
GWM
205
Geneos Wealth Management
Colorado
$126K +$4.29K +544 +4%
DAM
206
Delta Asset Management
Tennessee
$114K – – –
BlackRock
207
BlackRock
New York
$113K -$14.3K -1,808 -11%
PFBT
208
Parkside Financial Bank & Trust
Missouri
$93K -$7.18K -904 -7%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$91K – – –
IF
210
Ironwood Financial
Arizona
$90K – – –
SWA
211
Sutton Wealth Advisors
Florida
$82.2K -$4.11K -520 -5%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$80K +$80K +10,072 New
RCG
213
Ruggie Capital Group
Florida
$73K -$12.9K -1,632 -15%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$63K +$15K +1,888 +31%
SF
215
Synovus Financial
Georgia
$63K +$63K +8,000 New
Chevy Chase Trust
216
Chevy Chase Trust
Maryland
$56K +$9.39K +1,200 +20%
NIC
217
Northwest Investment Counselors
Oregon
$55K +$55K +7,024 New
BCM
218
Blume Capital Management
California
$51K -$36.1K -4,544 -41%
AF
219
Allworth Financial
California
$50K -$2.2K -280 -4%
DPA
220
Delphi Private Advisors
California
$43K – – –
WCG
221
Wall Capital Group
Arizona
$42K – – –
GRP
222
Global Retirement Partners
California
$41K +$28.7K +3,656 +234%
FBT
223
First Bank & Trust
South Dakota
$39K – – –
CTC
224
Central Trust Company
Missouri
$37K – – –
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$37K +$37K +4,744 New
7 8
9
10 11