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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 %
CAG
251
Csenge Advisory Group
Florida
$275K +$275K +29,048 New
ZIM
252
Zacks Investment Management
Illinois
$273K +$43.1K +4,544 +19%
CIR
253
Clear Investment Research
Georgia
$265K – – –
WC
254
Westwind Capital
New Mexico
$264K +$264K +27,848 New
LFAS
255
Level Four Advisory Services
Texas
$260K – – –
KFGK
256
Keystone Financial Group (Kentucky)
Kentucky
$257K +$257K +27,040 New
JWM
257
Janiczek Wealth Management
Colorado
$254K -$910 -96 -0.4%
ONB
258
Old National Bancorp
Indiana
$252K -$76.6K -8,080 -23%
NL
259
NWAM LLC
Washington
$252K -$7.2K -760 -3%
SA
260
SRH Advisors
Kansas
$248K – – –
TCM
261
Tradewinds Capital Management
Washington
$246K -$29.5K -3,120 -11%
RIM
262
Regent Investment Management
Kentucky
$246K +$1.22K +128 +0.5%
CB
263
Commerce Bank
Missouri
$245K – – –
PSUF
264
People's United Financial
Connecticut
$243K +$243K +25,656 New
CWM
265
Chesapeake Wealth Management
Virginia
$240K -$28.4K -3,000 -11%
PAA
266
Peregrine Asset Advisers
Oregon
$240K +$8.41K +888 +4%
PAM
267
Peak Asset Management
Colorado
$238K -$37.9K -4,000 -14%
GP
268
Girard Partners
Pennsylvania
$238K +$530 +56 +0.2%
Northern Trust
269
Northern Trust
Illinois
$237K +$1.14K +120 +0.5%
BO
270
BRR OpCo
Ohio
$235K -$606 -64 -0.3%
TPW
271
Tiller Private Wealth
Pennsylvania
$235K – – –
Deutsche Bank
272
Deutsche Bank
Germany
$233K -$95.2K -10,032 -29%
YWP
273
YorkBridge Wealth Partners
New York
$229K +$13.3K +1,400 +6%
PFA
274
Paradigm Financial Advisors
Missouri
$218K -$3.56K -376 -2%
IWM
275
IHT Wealth Management
Illinois
$218K – – –
9 10
11
12 13