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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.

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
1
Financial Engines Advisors
California
$661M
2
FCI
2
Financial Counselors Inc
Kansas
$18.2M
3
Bank of America
3
Bank of America
North Carolina
$13.2M
4
Jane Street
4
Jane Street
New York
$6.74M
5
MG
5
Mather Group
Illinois
$6.95M

Top Sellers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$2.21M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
OA
3
Opes Advisors
California
$10.4M
4
TCM
4
Tradewinds Capital Management
Washington
$1.41M
5
PCM
5
Pointe Capital Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$661M 10,923,039 +1,326,961 +14%
APP
2
Avantax Planning Partners
Iowa
$242M 4,003,533 +37,225 +0.9%
MAM
3
Marquette Asset Management
Minnesota
$46.1M 762,990 -4,635 -0.6%
TIM
4
Total Investment Management
Arizona
$42M 693,958 -5,658 -0.8%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31.2M 515,625 -5,000 -1%
KF
6
Krilogy Financial
Missouri
$30.2M 541,337 – –
LPL Financial
7
LPL Financial
California
$22.1M 365,059 +40,332 +12%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$22M 363,512 +67,602 +23%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$19.1M 315,786 +6,871 +2%
HCM
10
Hengehold Capital Management
Ohio
$18.7M 309,661 -7,678 -2%
FCI
11
Financial Counselors Inc
Kansas
$18.2M 301,426 +293,822 +3,864%
Bank of America
12
Bank of America
North Carolina
$13.2M 218,799 +133,351 +156%
SAM
13
Summit Asset Management
Tennessee
$12.4M 204,895 +1,662 +0.8%
GAM
14
Gemmer Asset Management
California
$11.9M 196,539 +7,393 +4%
Morgan Stanley
15
Morgan Stanley
New York
$11.4M 188,063 +9,903 +6%
FWP
16
FAS Wealth Partners
Kansas
$11.2M 185,117 -40,341 -18%
Ameriprise
17
Ameriprise
Minnesota
$11.1M 184,515 +74,084 +67%
SAMC
18
Spectrum Asset Management (California)
California
$10.6M 175,950 -3,819 -2%
OA
19
Opes Advisors
California
$10.4M 172,071 -67,708 -28%
LFPWM
20
Leicht Financial Planning & Wealth Management
New Jersey
$10.2M 170,040 -40,450 -19%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$9.57M 158,283 +29,577 +23%
VFA
22
Voya Financial Advisors
Connecticut
$9.27M 153,355 +12,213 +9%
MWM
23
MinichMacGregor Wealth Management
New York
$8.91M 147,354 +468 +0.3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.39M 138,654 +34,937 +34%
AI
25
Atria Investments
North Carolina
$8.37M 138,383 +27,341 +25%
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