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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 %
SCA
426
Stokes Capital Advisors
South Carolina
– -$314K -30,648 Closed
A
427
AdvicePeriod
California
– -$300K -29,296 Closed
ZIM
428
Zacks Investment Management
Illinois
– -$262K -25,560 Closed
TPW
429
Tiller Private Wealth
Pennsylvania
– -$254K -24,800 Closed
ONB
430
Old National Bancorp
Indiana
– -$249K -24,264 Closed
IWM
431
IHT Wealth Management
Illinois
– -$236K -23,040 Closed
AIS
432
Accurate Investment Solutions
Pennsylvania
– -$235K -22,888 Closed
DBRC
433
D.B. Root & Company
Pennsylvania
– -$233K -22,760 Closed
BSW
434
Buckingham Strategic Wealth
Missouri
– -$232K -22,608 Closed
PFA
435
Paradigm Financial Advisors
Missouri
– -$231K -22,592 Closed
GP
436
Girard Partners
Pennsylvania
– -$228K -22,320 Closed
AW
437
ACG Wealth
Georgia
– -$224K -21,824 Closed
PFP
438
Pinnacle Financial Partners
Tennessee
– -$221K -21,600 Closed
MCP
439
Mirador Capital Partners
California
– -$221K -21,544 Closed
Renaissance Technologies
440
Renaissance Technologies
New York
– -$220K -21,432 Closed
PAM
441
Private Asset Management
California
– -$216K -21,040 Closed
PAM
442
Peak Asset Management
Colorado
– -$214K -20,848 Closed
SCA
443
STALEY CAPITAL ADVISERS
Pennsylvania
– -$209K -20,416 Closed
MWP
444
MYCIO Wealth Partners
Pennsylvania
– -$208K -20,248 Closed
GG
445
GenWealth Group
New Jersey
– -$206K -20,168 Closed
CPIG
446
Chicago Partners Investment Group
Illinois
– -$78K -8,576 Closed
SPIA
447
Steward Partners Investment Advisory
New York
– -$82K -7,952 Closed
JFA
448
JNBA Financial Advisors
Minnesota
– -$54K -5,240 Closed
RCG
449
Ruggie Capital Group
Florida
– -$44K -4,296 Closed
ECM
450
Exchange Capital Management
Michigan
– -$37K -3,600 Closed
15 16 17
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