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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

367 hedge funds and large institutions have $2.97B invested in Schwab US Large-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 161 increasing their positions, 114 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+13
Holders Change %
+3.67%
% of All Funds
8.4%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
1.17%
New
33
Increased
161
Reduced
114
Closed
17
Calls
$771K
Puts
$591K
Net Calls
+$180K
Net Calls Change
-$1.2M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$895M
2
MG
Mather Group
Illinois
$96.6M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$70.1M
4
PFG
Piershale Financial Group
Illinois
$24.6M
5
WC
Westwind Capital
New Mexico
$5.87M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
$21.3M
2
FEG
Fund Evaluation Group
Ohio
$90.1M
3
Jane Street
Jane Street
New York
$4.87M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.64M
5
ACM
Alpha Capital Management
Texas
$7.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
226
Avidian Wealth Enterprises
Texas
$385K – – –
SLF
227
Sun Life Financial
Ontario, Canada
$375K – – –
MSR
228
Main Street Research
Connecticut
$374K +$374K +36,464 New
OCM
229
Orser Capital Management
Texas
$373K -$770 -80 -0.2%
RJA
230
Raymond James & Associates
Florida
$371K +$42.6K +4,160 +13%
SCA
231
Strategic Capital Advisers
Colorado
$359K +$4.92K +480 +1%
FTS
232
Fifth Third Securities
Ohio
$359K +$359K +35,096 New
CDIA
233
Capital Directions Investment Advisors
Georgia
$353K +$17.1K +1,672 +5%
PNC
234
Park National Corp
Ohio
$352K – – –
DW
235
Domani Wealth
Pennsylvania
$348K -$8.2K -800 -2%
LBC
236
Lowe Brockenbrough & Co
Virginia
$347K – – –
CI
237
Chartist Inc
California
$347K +$347K +33,800 New
MWM
238
Modera Wealth Management
New Jersey
$345K +$345K +33,640 New
DT
239
Diversified Trust
Tennessee
$344K – – –
VFA
240
Valeo Financial Advisors
Indiana
$343K – – –
FAIM
241
Financial Advocates Investment Management
Washington
$342K +$82 +8 +0%
BAMG
242
Brand Asset Management Group
Missouri
$325K -$7.8K -760 -2%
FA
243
FDx Advisors
Illinois
$321K +$321K +31,304 New
TWA
244
TCI Wealth Advisors
Arizona
$317K -$12.9K -1,256 -4%
PP
245
Pegasus Partners
Wisconsin
$314K – – –
SCA
246
Stokes Capital Advisors
South Carolina
$314K +$1.31K +128 +0.4%
SG
247
StoneX Group
New York
$313K – – –
MI
248
Moneywise Inc
Virginia
$312K +$328 +32 +0.1%
CP
249
Camelot Portfolios
Ohio
$308K -$173K -16,896 -36%
VDI
250
Vaughan David Investments
Illinois
$307K – – –
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