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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 %
FWM
276
Focused Wealth Management
New York
$91K +$91K +10,104 New
PNC Financial Services Group
277
PNC Financial Services Group
Pennsylvania
$90K – – –
PFBT
278
Parkside Financial Bank & Trust
Missouri
$86K -$14.7K -1,640 -15%
RFC
279
Regions Financial Corp
Alabama
$85K -$7.34K -816 -8%
PAI
280
Pittenger & Anderson Inc
Nebraska
$82K – – –
CPIG
281
Chicago Partners Investment Group
Illinois
$77K +$144 +16 +0.2%
TL
282
TrueWealth LLC
Georgia
$75K – – –
BWL
283
Bogart Wealth LLC
Virginia
$60K – – –
RCG
284
Ruggie Capital Group
Florida
$58K -$3.14K -352 -5%
BCM
285
Blume Capital Management
California
$58K +$72 +8 +0.1%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$57K – – –
SPIA
287
Steward Partners Investment Advisory
New York
$57K – – –
ADL
288
Asset Dedication LLC
California
$52K +$47.4K +5,256 +1,027%
AWM
289
Avior Wealth Management
Nebraska
$51K -$27.1K -3,016 -35%
WTC
290
WhitTier Trust Company
Nevada
$50K +$50K +5,544 New
KCPG
291
Kavar Capital Partners Group
Kansas
$50K +$50K +5,600 New
TDC
292
Thompson Davis & Co
Virginia
$46K +$14.4K +1,616 +45%
PFA
293
Pathway Financial Advisors
Vermont
$46K +$41.4K +4,664 +897%
FBT
294
First Bank & Trust
South Dakota
$44K – – –
MSFP
295
Mark Sheptoff Financial Planning
Connecticut
$39K – – –
IFAM
296
Institutional & Family Asset Management
Colorado
$38K +$38K +4,224 New
CTC
297
Central Trust Company
Missouri
$36K – – –
CTB
298
Country Trust Bank
Illinois
$36K +$36K +4,000 New
TAIM
299
TD Ameritrade Investment Management
Nebraska
$33K – – –
ECM
300
Exchange Capital Management
Michigan
$32K +$32K +3,600 New
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