SCHG icon

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.

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
OIA
4
OneDigital Investment Advisors
Kansas
$13.5M
5
PFM
5
Parsec Financial Management
North Carolina
$14.4M

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$662M 10,945,828 +22,789 +0.2%
APP
2
Avantax Planning Partners
Iowa
$260M 4,117,242 +113,709 +3%
MAM
3
Marquette Asset Management
Minnesota
$48.3M 764,754 +1,764 +0.2%
TIM
4
Total Investment Management
Arizona
$43.3M 685,348 -8,610 -1%
KF
5
Krilogy Financial
Missouri
$33.7M 533,351 -7,986 -1%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31.3M 494,588 -21,037 -4%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$30M 474,899 +111,387 +31%
Jane Street
8
Jane Street
New York
$27M 427,552 +316,128 +284%
LPL Financial
9
LPL Financial
California
$24M 379,058 +13,999 +4%
FMP
10
Financial Management Professionals
Texas
$23.7M 374,333 +374,280 +706,189%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$21.6M 342,302 +26,516 +8%
FCI
12
Financial Counselors Inc
Kansas
$20.3M 321,879 +20,453 +7%
HCM
13
Hengehold Capital Management
Ohio
$19.2M 303,107 -6,554 -2%
ACM
14
Alpha Capital Management
Texas
$17.8M 281,961 +281,961 New
PFM
15
Parsec Financial Management
North Carolina
$14.4M 227,593 +176,159 +342%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$13.9M 219,226 +80,572 +58%
MG
17
Mather Group
Illinois
$13.6M 215,736 +100,891 +88%
OIA
18
OneDigital Investment Advisors
Kansas
$13.5M 213,110 +213,110 New
SAM
19
Summit Asset Management
Tennessee
$12.9M 203,377 -1,518 -0.7%
Ameriprise
20
Ameriprise
Minnesota
$12.8M 202,392 +17,877 +10%
Wells Fargo
21
Wells Fargo
California
$12.7M 201,652 +127,910 +173%
GAM
22
Gemmer Asset Management
California
$12.6M 200,100 +3,561 +2%
FWP
23
FAS Wealth Partners
Kansas
$11.8M 186,658 +1,541 +0.8%
OA
24
Opes Advisors
California
$11.5M 177,450 +5,379 +3%
Bank of America
25
Bank of America
North Carolina
$11.4M 180,634 -38,165 -17%
1
2 3 4 5