SCHG icon

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
1
Piershale Financial Group
Illinois
$13.1M
2
MAM
2
Marquette Asset Management
Minnesota
$56.2M
3
I
3
INVST
Indiana
$12M
4
MG
4
Mather Group
Illinois
$19.6M
5
APP
5
Avantax Planning Partners
Iowa
$277M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$583M
2
FMP
2
Financial Management Professionals
Texas
$18K
3
Jane Street
3
Jane Street
New York
$8.3M
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$3.85M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
201
SRH Advisors
Kansas
$217K +$28.7K +3,472 +15%
BPB
202
Badgley, Phelps & Bell
Washington
$217K +$217K +26,320 New
CB
203
Commerce Bank
Missouri
$213K -$55.6K -6,752 -21%
MWAC
204
Mariner Wealth Advisors (Cincinnati)
Ohio
$209K -$6.67K -808 -3%
JWM
205
Janiczek Wealth Management
Colorado
$208K +$208K +25,152 New
PFP
206
Pinnacle Financial Partners
Tennessee
$205K +$205K +24,800 New
BO
207
BRR OpCo
Ohio
$202K +$202K +24,488 New
TCM
208
Tradewinds Capital Management
Washington
$194K -$148K -17,928 -43%
APSP
209
Asset Planning Services (Pennsylvania)
Pennsylvania
$189K +$595 +72 +0.3%
TWA
210
TCI Wealth Advisors
Arizona
$159K -$4.64K -560 -3%
GRP
211
Global Retirement Partners
California
$148K +$105K +12,744 +244%
AIS
212
Accurate Investment Solutions
Pennsylvania
$143K -$89.4K -10,808 -38%
PCP
213
Proficio Capital Partners
Massachusetts
$132K – – –
GWM
214
Geneos Wealth Management
Colorado
$132K – – –
JWM
215
Jacobus Wealth Management
Wisconsin
$121K +$121K +14,600 New
BlackRock
216
BlackRock
New York
$120K +$2.63K +320 +2%
DAM
217
Delta Asset Management
Tennessee
$119K – – –
HCM
218
Horan Capital Management
Maryland
$105K +$105K +12,768 New
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$95K – – –
IF
220
Ironwood Financial
Arizona
$94K – – –
PFBT
221
Parkside Financial Bank & Trust
Missouri
$93K -$3.77K -456 -4%
CP
222
Corbenic Partners
Pennsylvania
$87K -$161K -19,360 -65%
SWA
223
Sutton Wealth Advisors
Florida
$85.9K – – –
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$83K – – –
CG
225
Cutler Group
California
$72K +$72K +8,800 New
7 8
9
10 11