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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

206 hedge funds and large institutions have $1.36B invested in Schwab US Large-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
206
Holders Change
+25
Holders Change %
+13.81%
% of All Funds
5.16%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.58%
New
38
Increased
90
Reduced
49
Closed
10
Calls
$475K
Puts
–
Net Calls
+$475K
Net Calls Change
+$523K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$536M
2
APP
2
Avantax Planning Partners
Iowa
$221M
3
TIM
3
Total Investment Management
Arizona
$39.1M
4
OA
4
Opes Advisors
California
$13.4M
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$12.1M

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$17.7M
2
Jane Street
2
Jane Street
New York
$381K
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$545K
4
CFMC
4
Curbstone Financial Management Corp
New Hampshire
$2.1M
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$23.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$536M 9,596,078 +9,596,078 New
APP
2
Avantax Planning Partners
Iowa
$221M 3,966,308 +3,966,308 New
MAM
3
Marquette Asset Management
Minnesota
$42.9M 767,625 +53,678 +8%
TIM
4
Total Investment Management
Arizona
$39.1M 699,616 +699,616 New
KF
5
Krilogy Financial
Missouri
$30.2M 541,337 +12,021 +2%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.1M 520,625 -14,531 -3%
SHJ
7
Sharkey, Howes & Javer
Colorado
$23.7M 424,740 -30,357 -7%
LPL Financial
8
LPL Financial
California
$18.3M 324,727 +40,899 +14%
HCM
9
Hengehold Capital Management
Ohio
$17.7M 317,339 -143,896 -31%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$17.2M 308,915 +68,169 +28%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$16.5M 295,910 +87,972 +42%
OA
12
Opes Advisors
California
$13.4M 239,779 +239,779 New
FWP
13
FAS Wealth Partners
Kansas
$12.6M 225,458 +4,578 +2%
LFPWM
14
Leicht Financial Planning & Wealth Management
New Jersey
$12.1M 210,490 +210,490 New
SAM
15
Summit Asset Management
Tennessee
$11.3M 203,233 +440 +0.2%
GAM
16
Gemmer Asset Management
California
$10.6M 189,146 +4,356 +2%
SAMC
17
Spectrum Asset Management (California)
California
$10M 179,769 +3,948 +2%
Morgan Stanley
18
Morgan Stanley
New York
$9.95M 178,160 +2,464 +1%
MWM
19
MinichMacGregor Wealth Management
New York
$8.2M 146,886 +1,457 +1%
VFA
20
Voya Financial Advisors
Connecticut
$7.92M 141,142 +10,392 +8%
UCFA
21
United Capital Financial Advisors
Texas
$7.75M 138,796 +12,652 +10%
OCM
22
One Capital Management
California
$7.56M 135,477 +1,409 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.19M 128,706 -217 -0.2%
ML
24
McAdam LLC
Pennsylvania
$7M 125,404 +125,404 New
AI
25
Atria Investments
North Carolina
$6.2M 111,042 +104,943 +1,721%
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