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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

408 hedge funds and large institutions have $2.6B invested in Schwab US Large-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 161 increasing their positions, 110 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+41
Holders Change %
+11.17%
% of All Funds
9.11%
Holding in Top 10
59
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.69%
% of All Funds
1.32%
New
94
Increased
161
Reduced
110
Closed
49
Calls
$400K
Puts
–
Net Calls
+$400K
Net Calls Change
+$220K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$49.1M
2
Bank of America
Bank of America
North Carolina
$28.3M
3
Mariner
Mariner
Kansas
$73.5M
4
MG
Mather Group
Illinois
$88.1M
5
AG
Advisor Group
Arizona
$8.04M

Top Sellers

1
TIM
Total Investment Management
Arizona
$410K
2
FMP
Financial Management Professionals
Texas
$10K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
Financial Engines Advisors
Financial Engines Advisors
California
$727M
5
AA
Apriem Advisors
California
$802K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
351
Creative Financial Designs
Indiana
$36K +$6.64K +760 +23%
LWANC
352
Laurel Wealth Advisors (North Carolina)
North Carolina
$36K +$36K +4,200 New
CTB
353
Country Trust Bank
Illinois
$34K – – –
MWC
354
MBM Wealth Consultants
Missouri
$32K +$32K +3,720 New
Citigroup
355
Citigroup
New York
$30K -$56.3K -6,456 -65%
BAM
356
Barrett Asset Management
New York
$30K +$23.1K +2,664 +333%
CHP
357
Cable Hill Partners
Oregon
$30K +$30K +3,464 New
CFA
358
Carroll Financial Associates
North Carolina
$29K +$486 +56 +2%
BCM
359
Blume Capital Management
California
$28K -$28.6K -3,272 -51%
BWM
360
BerganKDV Wealth Management
Minnesota
$27K – – –
GI
361
Gradient Investments
Minnesota
$24K +$24K +2,760 New
LWA
362
Lowe Wealth Advisors
Maryland
$21K – – –
SMFS
363
Squar Milner Financial Services
California
$20K -$2.62K -304 -12%
WTC
364
WhitTier Trust Company
Nevada
$19K – – –
RFWA
365
RPg Family Wealth Advisory
Massachusetts
$14.4K – – –
PA
366
Perennial Advisors
New York
$13K +$68 +8 +0.5%
LWM
367
Lenox Wealth Management
Ohio
$12K – – –
FCB
368
First Command Bank
Texas
$12K – – –
FCFS
369
First Command Financial Services
Texas
$12K – – –
NC
370
NewSquare Capital
Pennsylvania
$12K +$69 +8 +0.6%
PMFA
371
Plante Moran Financial Advisors
Michigan
$11K – – –
CTC
372
Central Trust Company
Missouri
$11K – – –
EWM
373
Elmwood Wealth Management
California
$11K – – –
FMP
374
Financial Management Professionals
Texas
$10K -$28.2M -3,118,792 -100%
LFG
375
LifePlan Financial Group
Ohio
$10K +$135 +16 +1%
13 14
15
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