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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.

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
NWS
3
Newport Wealth Strategies
California
$15.2M
4
RRC
4
Relaxing Retirement Coach
Massachusetts
$13.5M
5
GPW
5
GFS Private Wealth
Florida
$12.8M

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$651M 9,210,328 +379,621 +4%
APP
2
Avantax Planning Partners
Iowa
$248M 3,513,687 -682,798 -16%
Mariner
3
Mariner
Kansas
$61.9M 875,375 +754,022 +621%
MAM
4
Marquette Asset Management
Minnesota
$59.7M 844,050 -6,505 -0.8%
TIM
5
Total Investment Management
Arizona
$47.8M 675,455 -7,192 -1%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$41.2M 582,008 +83,634 +17%
KF
7
Krilogy Financial
Missouri
$37.8M 534,248 +3,979 +0.8%
LPL Financial
8
LPL Financial
California
$33.8M 477,766 +69,072 +17%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32.8M 463,409 -21,218 -4%
MG
10
Mather Group
Illinois
$25.6M 361,383 +65,259 +22%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$21.5M 303,365 -305 -0.1%
BTS
12
BB&T Securities
Virginia
$20.7M 292,731 +111,698 +62%
FCI
13
Financial Counselors Inc
Kansas
$19.8M 280,695 -41,054 -13%
ACM
14
Alpha Capital Management
Texas
$19.7M 278,553 -9,107 -3%
HCM
15
Hengehold Capital Management
Ohio
$19.1M 270,110 -29,579 -10%
PFM
16
Parsec Financial Management
North Carolina
$18.7M 264,436 +15,919 +6%
OIA
17
OneDigital Investment Advisors
Kansas
$16.7M 236,642 +9,753 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$16.6M 235,326 -5,161 -2%
NWS
19
Newport Wealth Strategies
California
$15.2M 200,783 +200,783 New
Wells Fargo
20
Wells Fargo
California
$15.1M 212,942 +9,837 +5%
I
21
INVST
Indiana
$14.7M 207,730 +26,061 +14%
GWA
22
Guidant Wealth Advisors
Illinois
$14.5M 222,253 +105,256 +90%
GAM
23
Gemmer Asset Management
California
$14.2M 201,230 -6,233 -3%
AI
24
Atria Investments
North Carolina
$14.2M 200,713 +23,814 +13%
SAM
25
Summit Asset Management
Tennessee
$14.1M 199,151 -5,939 -3%
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