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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
+$69.5M
2
MG
Mather Group
Illinois
+$27.1M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$18.8M
4
PFG
Piershale Financial Group
Illinois
+$7.46M
5
WC
Westwind Capital
New Mexico
+$5.59M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$203M
2
FEG
Fund Evaluation Group
Ohio
-$21.7M
3
Jane Street
Jane Street
New York
-$14.2M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7.78M
5
ACM
Alpha Capital Management
Texas
-$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWAC
251
Mariner Wealth Advisors (Cincinnati)
Ohio
$307K +$307K +29,968 New
EK
252
Evensky & Katz
Florida
$303K +$164 +16 +0.1%
LFS
253
Legacy Financial Strategies
Kansas
$300K -$366K -39,160 -55%
A
254
AdvicePeriod
California
$300K +$300K +29,296 New
BPB
255
Badgley, Phelps & Bell
Washington
$296K +$61K +5,944 +26%
TCM
256
Tradewinds Capital Management
Washington
$292K +$25.6K +2,496 +10%
PAA
257
Peregrine Asset Advisers
Oregon
$288K +$28.2K +2,752 +11%
JWM
258
Janiczek Wealth Management
Colorado
$287K +$12.7K +1,240 +5%
FAAS
259
First Allied Advisory Services
California
$284K -$116K -11,328 -29%
LFAS
260
Level Four Advisory Services
Texas
$281K – – –
APSP
261
Asset Planning Services (Pennsylvania)
Pennsylvania
$275K +$50.1K +5,128 +22%
PSUF
262
People's United Financial
Connecticut
$274K +$11.1K +1,080 +4%
EWM
263
Empirical Wealth Management
Washington
$272K +$272K +26,528 New
CIA
264
Capital Investment Advisors
Georgia
$269K -$48K -4,672 -15%
SA
265
SRH Advisors
Kansas
$269K +$82 +8 +0%
KFGK
266
Keystone Financial Group (Kentucky)
Kentucky
$266K -$11.8K -1,152 -4%
CB
267
Commerce Bank
Missouri
$265K – – –
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$264K +$116K +11,304 +78%
ZIM
269
Zacks Investment Management
Illinois
$262K -$32.9K -3,208 -11%
NL
270
NWAM LLC
Washington
$262K -$10.8K -1,056 -4%
CSIC
271
Clifford Swan Investment Counsel
California
$259K -$80.9K -7,888 -24%
RIM
272
Regent Investment Management
Kentucky
$258K -$8.05K -784 -3%
CWM
273
Chesapeake Wealth Management
Virginia
$256K -$3.28K -320 -1%
Northern Trust
274
Northern Trust
Illinois
$256K – – –
TPW
275
Tiller Private Wealth
Pennsylvania
$254K – – –
9 10
11
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