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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
+$45.5M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$12.7M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$7.27M
4
MAM
Marquette Asset Management
Minnesota
+$6.59M
5
PFG
Piershale Financial Group
Illinois
+$6.47M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.7M
2
FWP
FAS Wealth Partners
Kansas
-$6.34M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$5.74M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.32M
5
WC
Westwind Capital
New Mexico
-$4.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
301
Alpha Omega Wealth Management
Virginia
$27K +$21.6K +2,400 +400%
WAS
302
WESPAC Advisors SoCal
California
$26K – – –
CAGAS
303
Capital Advisory Group Advisory Services
Minnesota
$26K +$26K +2,920 New
Chevy Chase Trust
304
Chevy Chase Trust
Maryland
$25K -$27.5K -3,120 -52%
ASN
305
Advisory Services Network
Georgia
$25K +$71 +8 +0.3%
SWPG
306
Strategic Wealth Partners Group
Illinois
$24.5K +$24.5K +2,728 New
LWA
307
Lowe Wealth Advisors
Maryland
$22K – – –
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$22K +$20K +2,216 +1,026%
DPA
309
Delphi Private Advisors
California
$20K -$28.5K -3,200 -59%
PA
310
Perennial Advisors
New York
$15K +$70 +8 +0.5%
Citigroup
311
Citigroup
New York
$14K -$3.27K -376 -19%
CFD
312
Creative Financial Designs
Indiana
$14K -$1.39K -152 -9%
FCFS
313
First Command Financial Services
Texas
$13K – – –
PWAG
314
Polaris Wealth Advisory Group
California
$13K +$13K +1,480 New
FCB
315
First Command Bank
Texas
$12.5K – – –
FMP
316
Financial Management Professionals
Texas
$12K -$7.62K -848 -39%
LWM
317
Lenox Wealth Management
Ohio
$12K – – –
DBT
318
Dubuque Bank & Trust
Iowa
$9K – – –
OIA
319
Optimum Investment Advisors
Illinois
$8K +$8K +840 New
WAP
320
Wealthcare Advisory Partners
Pennsylvania
$8K +$8K +872 New
SEI Investments
321
SEI Investments
Pennsylvania
$7K -$23.2K -2,648 -77%
BAM
322
Barrett Asset Management
New York
$7K – – –
CFA
323
Carroll Financial Associates
North Carolina
$7K +$544 +64 +8%
POIA
324
Pin Oak Investment Advisors
Texas
$5K – – –
SLF
325
Sun Life Financial
Ontario, Canada
$4.57K -$59.1K -33,936 -93%
11 12
13
14 15