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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

354 hedge funds and large institutions have $2.61B invested in Schwab US Large-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 151 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+23
Holders Change %
+6.95%
% of All Funds
8.12%
Holding in Top 10
45
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.5%
% of All Funds
1.03%
New
43
Increased
151
Reduced
100
Closed
16
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$452K

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
+$103M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$51.2M
3
MG
Mather Group
Illinois
+$31.1M
4
FMP
Financial Management Professionals
Texas
+$30.1M
5
FCI
Financial Counselors Inc
Kansas
+$18.6M

Top Sellers

1
ACM
Alpha Capital Management
Texas
-$7.44M
2
NWS
Newport Wealth Strategies
California
-$6.42M
3
QAM
Q3 Asset Management
Michigan
-$4.75M
4
AI
Atria Investments
North Carolina
-$4.62M
5
DWM
Destination Wealth Management
California
-$3.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
226
Strategic Capital Advisers
Colorado
$342K +$6.82K +688 +2%
LFS
227
Lutz Financial Services
Nebraska
$338K -$4.69K -496 -1%
DBRC
228
D.B. Root & Company
Pennsylvania
$333K -$192K -20,264 -37%
DW
229
Domani Wealth
Pennsylvania
$329K -$14.2K -1,496 -4%
PNC
230
Park National Corp
Ohio
$326K – – –
GRP
231
Global Retirement Partners
California
$322K +$681 +72 +0.2%
PA
232
PFG Advisors
Arizona
$322K +$60.1K +6,344 +23%
LBC
233
Lowe Brockenbrough & Co
Virginia
$320K – – –
DT
234
Diversified Trust
Tennessee
$318K – – –
FAIM
235
Financial Advocates Investment Management
Washington
$318K – – –
CSIC
236
Clifford Swan Investment Counsel
California
$314K +$314K +33,128 New
CDIA
237
Capital Directions Investment Advisors
Georgia
$311K -$37.9K -3,992 -11%
Millennium Management
238
Millennium Management
New York
$307K -$230K -24,312 -43%
BAMG
239
Brand Asset Management Group
Missouri
$307K +$307K +32,440 New
TWA
240
TCI Wealth Advisors
Arizona
$305K +$11.9K +1,256 +4%
RJA
241
Raymond James & Associates
Florida
$303K +$303K +32,032 New
JIC
242
Johnson Investment Counsel
Ohio
$298K +$298K +31,544 New
BIA
243
BHK Investment Advisors
Alabama
$293K +$293K +30,920 New
CIA
244
Capital Investment Advisors
Georgia
$292K +$44.2K +4,672 +18%
PP
245
Pegasus Partners
Wisconsin
$290K +$290K +30,608 New
SG
246
StoneX Group
New York
$289K +$22.7K +2,400 +9%
SCA
247
Stokes Capital Advisors
South Carolina
$289K +$48.2K +5,088 +20%
MI
248
Moneywise Inc
Virginia
$288K – – –
VDI
249
Vaughan David Investments
Illinois
$283K -$22.7K -2,400 -7%
EK
250
Evensky & Katz
Florida
$280K – – –
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