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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 %
TCOV
326
Trust Company of Vermont
Vermont
$4K -$414 -48 -9%
PG
327
Patten Group
Tennessee
$3K – – –
HR
328
Howe & Rusling
New York
$3K +$375 +40 +14%
BCMIO
329
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
FA
330
Fagan Associates
New York
$297 -$3 -280 -0.8%
Susquehanna International Group
331
Susquehanna International Group
Pennsylvania
– -$5.32M -601,696 Closed
WC
332
Westwind Capital
New Mexico
– -$4.09M -462,880 Closed
Goldman Sachs
333
Goldman Sachs
New York
– -$3.55M -401,720 Closed
VCWA
334
Vanguard Capital Wealth Advisors
Colorado
– -$1.65M -207,064 Closed
PV
335
Private Vista
Illinois
– -$1.78M -201,832 Closed
MWA
336
MFA Wealth Advisors
Pennsylvania
– -$1.55M -164,104 Closed
DY
337
Dowling & Yahnke
California
– -$1M -113,104 Closed
Citadel Advisors
338
Citadel Advisors
Florida
– -$856K -96,872 Closed
FTUS
339
Flow Traders U.S.
New York
– -$621K -70,208 Closed
TSS
340
Two Sigma Securities
New York
– -$601K -67,944 Closed
TH
341
Timber Hill
Connecticut
– -$522K -59,064 Closed
NCM
342
Northwest Capital Management
Oregon
– -$482K -54,536 Closed
GA
343
Gateway Advisory
New Jersey
– -$324K -36,680 Closed
WI
344
WrapManager Inc
California
– -$292K -33,000 Closed
PAG
345
Pinnacle Advisory Group
Maryland
– -$277K -31,360 Closed
RIA
346
Regal Investment Advisors
Michigan
– -$258K -29,176 Closed
Members Trust
347
Members Trust
Florida
– -$245K -27,744 Closed
AW
348
ACG Wealth
Georgia
– -$210K -23,768 Closed
WP
349
WealthPLAN Partners
Nebraska
– -$201K -22,720 Closed
SG Americas Securities
350
SG Americas Securities
New York
– -$126K -14,232 Closed
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