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.

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
DP
1
Denver PWM
Colorado
$13.3M
2
PFG
2
Piershale Financial Group
Illinois
$13.1M
3
MAM
3
Marquette Asset Management
Minnesota
$56.2M
4
I
4
INVST
Indiana
$12M
5
MG
5
Mather Group
Illinois
$19.6M

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$583M 8,830,707 -2,115,121 -19%
APP
2
Avantax Planning Partners
Iowa
$277M 4,196,485 +79,243 +2%
MAM
3
Marquette Asset Management
Minnesota
$56.2M 850,555 +85,801 +11%
TIM
4
Total Investment Management
Arizona
$45.1M 682,647 -2,701 -0.4%
KF
5
Krilogy Financial
Missouri
$35M 530,269 -3,082 -0.6%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$32.9M 498,374 +23,475 +5%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32M 484,627 -9,961 -2%
LPL Financial
8
LPL Financial
California
$27M 408,694 +29,636 +8%
FCI
9
Financial Counselors Inc
Kansas
$21.3M 321,749 -130 -0%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$20.1M 303,670 -38,632 -11%
HCM
11
Hengehold Capital Management
Ohio
$19.8M 299,689 -3,418 -1%
MG
12
Mather Group
Illinois
$19.6M 296,124 +80,388 +37%
ACM
13
Alpha Capital Management
Texas
$19M 287,660 +5,699 +2%
PFM
14
Parsec Financial Management
North Carolina
$16.4M 248,517 +20,924 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$15.9M 240,487 +21,261 +10%
OIA
16
OneDigital Investment Advisors
Kansas
$15M 226,889 +13,779 +6%
GAM
17
Gemmer Asset Management
California
$13.7M 207,463 +7,363 +4%
SAM
18
Summit Asset Management
Tennessee
$13.6M 205,090 +1,713 +0.8%
Wells Fargo
19
Wells Fargo
California
$13.4M 203,105 +1,453 +0.7%
DP
20
Denver PWM
Colorado
$13.3M 193,358 +193,358 New
PFG
21
Piershale Financial Group
Illinois
$13.1M 198,239 +198,239 New
Ameriprise
22
Ameriprise
Minnesota
$12.8M 191,273 -11,119 -5%
FWP
23
FAS Wealth Partners
Kansas
$12.3M 185,581 -1,077 -0.6%
AA
24
Apriem Advisors
California
$12.1M 182,724 +36,731 +25%
PMG
25
ProVise Management Group
Florida
$12M 181,996 +17,026 +10%
1
2 3 4 5