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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 %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$203K +$178K +17,344 +713%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$198K +$88.5K +8,640 +81%
FHA
303
First Horizon Advisors
Tennessee
$179K +$86K +8,368 +92%
PCP
304
Proficio Capital Partners
Massachusetts
$164K – – –
AWM
305
Avior Wealth Management
Nebraska
$159K – – –
WCM
306
Whitener Capital Management
North Carolina
$157K +$157K +15,408 New
GWM
307
Geneos Wealth Management
Colorado
$151K -$12.3K -1,200 -8%
DAM
308
Delta Asset Management
Tennessee
$148K – – –
SEI Investments
309
SEI Investments
Pennsylvania
$136K -$1.09M -107,616 -89%
BlackRock
310
BlackRock
New York
$135K -$2.21K -216 -2%
HCM
311
Horan Capital Management
Maryland
$121K – – –
IF
312
Ironwood Financial
Arizona
$107K +$411 +40 +0.4%
SWA
313
Sutton Wealth Advisors
Florida
$107K – – –
PNC Financial Services Group
314
PNC Financial Services Group
Pennsylvania
$103K -$85.6K -8,368 -45%
Citigroup
315
Citigroup
New York
$101K +$84.6K +8,288 +515%
RFC
316
Regions Financial Corp
Alabama
$97K – – –
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
$96K -$105K -10,200 -52%
PAI
318
Pittenger & Anderson Inc
Nebraska
$93K – – –
TL
319
TrueWealth LLC
Georgia
$86K – – –
BWA
320
BDO Wealth Advisors
Florida
$84K – – –
TAIM
321
TD Ameritrade Investment Management
Nebraska
$84K +$9.32K +904 +12%
SPIA
322
Steward Partners Investment Advisory
New York
$82K +$16K +1,552 +24%
CPIG
323
Chicago Partners Investment Group
Illinois
$78K +$364 +40 +0.5%
TDC
324
Thompson Davis & Co
Virginia
$72K +$10.8K +1,048 +18%
PA
325
Parallel Advisors
California
$68K +$68K +6,624 New
11 12
13
14 15