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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
$895M
2
MG
Mather Group
Illinois
$96.6M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$70.1M
4
PFG
Piershale Financial Group
Illinois
$24.6M
5
WC
Westwind Capital
New Mexico
$5.87M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
$21.3M
2
FEG
Fund Evaluation Group
Ohio
$90.1M
3
Jane Street
Jane Street
New York
$4.87M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.64M
5
ACM
Alpha Capital Management
Texas
$7.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
326
Blume Capital Management
California
$66K – – –
AOWM
327
Alpha Omega Wealth Management
Virginia
$54K – – –
AF
328
Allworth Financial
California
$54K – – –
JFA
329
JNBA Financial Advisors
Minnesota
$54K +$54K +5,240 New
FBT
330
First Bank & Trust
South Dakota
$51K – – –
MSFP
331
Mark Sheptoff Financial Planning
Connecticut
$45K – – –
RCG
332
Ruggie Capital Group
Florida
$44K +$44K +4,296 New
CTB
333
Country Trust Bank
Illinois
$41K – – –
ECM
334
Exchange Capital Management
Michigan
$37K – – –
CFD
335
Creative Financial Designs
Indiana
$34K +$18.3K +1,808 +116%
CFA
336
Carroll Financial Associates
North Carolina
$33K +$24.7K +2,464 +299%
BWM
337
BerganKDV Wealth Management
Minnesota
$32K – – –
KJWM
338
Kiley Juergens Wealth Management
Washington
$27K – – –
SMFS
339
Squar Milner Financial Services
California
$27K – – –
LWA
340
Lowe Wealth Advisors
Maryland
$25K – – –
WTC
341
WhitTier Trust Company
Nevada
$23K – – –
DPA
342
Delphi Private Advisors
California
$23K +$82 +8 +0.4%
TC
343
Truvestments Capital
Florida
$19K +$19K +1,808 New
RFWA
344
RPg Family Wealth Advisory
Massachusetts
$17.1K – – –
PA
345
Perennial Advisors
New York
$16K -$1.93K -184 -11%
LWM
346
Lenox Wealth Management
Ohio
$15K – – –
PWAG
347
Polaris Wealth Advisory Group
California
$15K – – –
NC
348
NewSquare Capital
Pennsylvania
$14K – – –
FCB
349
First Command Bank
Texas
$14K – – –
FCFS
350
First Command Financial Services
Texas
$14K – – –
12 13
14
15 16