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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

331 hedge funds and large institutions have $2.21B invested in Schwab US Large-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 138 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
7.6%
Holding in Top 10
40
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.92%
New
35
Increased
138
Reduced
116
Closed
27
Calls
$2.54M
Puts
$711K
Net Calls
+$1.83M
Net Calls Change
+$640K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
$56.1M
2
Financial Engines Advisors
Financial Engines Advisors
California
$673M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.5M
4
MAM
Marquette Asset Management
Minnesota
$67.1M
5
PFG
Piershale Financial Group
Illinois
$6.47M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.25M
2
FWP
FAS Wealth Partners
Kansas
$6.85M
3
RRC
Relaxing Retirement Coach
Massachusetts
$7.92M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
WC
Westwind Capital
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
226
Moneywise Inc
Virginia
$273K -$36.4K -4,056 -12%
EK
227
Evensky & Katz
Florida
$265K -$71.3K -7,968 -21%
CIR
228
Clear Investment Research
Georgia
$265K -$1.72K -192 -0.6%
PAM
229
Peak Asset Management
Colorado
$261K -$72.5K -8,096 -22%
TCM
230
Tradewinds Capital Management
Washington
$261K +$15.6K +1,736 +6%
CWM
231
Chesapeake Wealth Management
Virginia
$254K +$254K +28,320 New
DAS
232
Dynamic Advisor Solutions
Arizona
$253K +$253K +28,280 New
SG
233
StoneX Group
New York
$252K +$252K +28,112 New
PA
234
PFG Advisors
Arizona
$248K +$248K +27,640 New
GLA
235
Good Life Advisors
Pennsylvania
$248K +$248K +28,360 New
LFAS
236
Level Four Advisory Services
Texas
$246K – – –
NL
237
NWAM LLC
Washington
$245K -$33.8K -3,776 -12%
JWM
238
Janiczek Wealth Management
Colorado
$241K +$15.8K +1,768 +7%
SA
239
SRH Advisors
Kansas
$235K +$72 +8 +0%
CIA
240
Capital Investment Advisors
Georgia
$235K +$235K +26,192 New
CB
241
Commerce Bank
Missouri
$232K – – –
RIM
242
Regent Investment Management
Kentucky
$231K +$231K +25,792 New
CF
243
Centaurus Financial
California
$229K +$229K +25,544 New
SCA
244
Stokes Capital Advisors
South Carolina
$228K +$228K +25,432 New
GP
245
Girard Partners
Pennsylvania
$225K +$430 +48 +0.2%
Northern Trust
246
Northern Trust
Illinois
$223K -$255K -28,400 -53%
TPW
247
Tiller Private Wealth
Pennsylvania
$222K -$16.3K -1,824 -7%
BO
248
BRR OpCo
Ohio
$222K +$1.5K +168 +0.7%
PAA
249
Peregrine Asset Advisers
Oregon
$219K +$219K +24,448 New
ZIM
250
Zacks Investment Management
Illinois
$217K -$12.2K -1,360 -5%
8 9
10
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