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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 %
AWM
201
AE Wealth Management
Kansas
$405K +$405K +45,800 New
Fidelity Investments
202
Fidelity Investments
Massachusetts
$387K -$2.55K -288 -0.7%
KM
203
Kalos Management
Georgia
$379K +$379K +42,504 New
GC
204
Garde Capital
Washington
$371K -$30.4K -3,440 -8%
CA
205
Continuum Advisory
Idaho
$364K -$43.4K -4,912 -11%
B
206
Bailard
California
$361K – – –
SS
207
Simplicity Solutions
Minnesota
$350K +$350K +39,560 New
Wolverine Trading
208
Wolverine Trading
Illinois
$341K -$314K -35,552 -48%
EK
209
Evensky & Katz
Florida
$332K +$32.9K +3,728 +11%
PAM
210
Peak Asset Management
Colorado
$329K -$32.4K -3,664 -9%
CDIA
211
Capital Directions Investment Advisors
Georgia
$328K – – –
GA
212
Gateway Advisory
New Jersey
$324K +$324K +36,680 New
SLF
213
Sun Life Financial
Ontario, Canada
$323K – – –
LWAC
214
Laurel Wealth Advisors (California)
California
$320K – – –
LFS
215
Lutz Financial Services
Nebraska
$320K +$320K +36,200 New
TWA
216
TCI Wealth Advisors
Arizona
$316K +$146K +16,568 +86%
FAM
217
Foothills Asset Management
Arizona
$315K +$55.5K +6,280 +21%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$310K -$115K -13,024 -27%
DW
219
Domani Wealth
Pennsylvania
$309K -$31K -3,504 -9%
ONB
220
Old National Bancorp
Indiana
$306K – – –
MI
221
Moneywise Inc
Virginia
$305K -$10K -1,136 -3%
PNC
222
Park National Corp
Ohio
$304K +$304K +34,376 New
VIA
223
Vantage Investment Advisors
Pennsylvania
$302K +$11.2K +1,264 +4%
AFP
224
Ausdal Financial Partners
Iowa
$301K +$17.7K +2,008 +6%
LBC
225
Lowe Brockenbrough & Co
Virginia
$299K +$20.5K +2,320 +7%
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9
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