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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 %
CTC
351
Central Trust Company
Missouri
$13K – – –
PMFA
352
Plante Moran Financial Advisors
Michigan
$13K +$13K +1,296 New
EWM
353
Elmwood Wealth Management
California
$12.9K – – –
LFG
354
LifePlan Financial Group
Ohio
$12K +$12K +1,168 New
RWA
355
River Wealth Advisors
Pennsylvania
$10K +$6.13K +584 +159%
WAP
356
Wealthcare Advisory Partners
Pennsylvania
$9K – – –
OIA
357
Optimum Investment Advisors
Illinois
$9K – – –
BAM
358
Barrett Asset Management
New York
$8K – – –
SIS
359
Sound Income Strategies
Florida
$6K +$6K +584 New
LGWM
360
Litman Gregory Wealth Management
California
$6K +$6K +632 New
HR
361
Howe & Rusling
New York
$3K – – –
PG
362
Patten Group
Tennessee
$3K – – –
BCMIO
363
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
CAGAS
364
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
CF
365
Centaurus Financial
California
$265 -$865K -78,304 -100%
FRA
366
Front Row Advisors
California
$179 – +8 +0%
KM
367
Kalos Management
Georgia
– -$3.25M -326,720 Closed
ERSOT
368
Employees Retirement System of Texas
Texas
– -$1.67M -176,000 Closed
MPM
369
Meritage Portfolio Management
Kansas
– -$597K -63,008 Closed
Wolverine Trading
370
Wolverine Trading
Illinois
– -$449K -50,144 Closed
LWAC
371
Laurel Wealth Advisors (California)
California
– -$438K -46,280 Closed
AIP
372
Almanack Investment Partners
Pennsylvania
– -$378K -39,928 Closed
BO
373
BRR OpCo
Ohio
– -$235K -24,808 Closed
JFGIW
374
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$64K -6,792 Closed
BWL
375
Bogart Wealth LLC
Virginia
– -$63K -6,680 Closed
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15
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