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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
$56.1M
2
Financial Engines Advisors
Financial Engines Advisors
California
$673M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.5M
4
MAM
Marquette Asset Management
Minnesota
$67.1M
5
PFG
Piershale Financial Group
Illinois
$6.47M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.25M
2
FWP
FAS Wealth Partners
Kansas
$6.85M
3
RRC
Relaxing Retirement Coach
Massachusetts
$7.92M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
WC
Westwind Capital
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$14.2M +$299K +33,408 +2%
PMG
27
ProVise Management Group
Florida
$14M +$930K +103,744 +7%
DP
28
Denver PWM
Colorado
$13.6M -$277K -29,384 -2%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.5M +$7.27M +810,912 +116%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$13.1M +$1.17M +130,776 +10%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$13.1M -$7.67K -856 -0.1%
GWA
32
Guidant Wealth Advisors
Illinois
$12.7M -$944K -122,952 -7%
AI
33
Atria Investments
North Carolina
$12.6M -$1.77M -198,008 -12%
Ameriprise
34
Ameriprise
Minnesota
$12.4M -$1.49M -166,152 -11%
SAMC
35
Spectrum Asset Management (California)
California
$12.3M +$53.8K +5,968 +0.4%
Jane Street
36
Jane Street
New York
$12.2M +$4.53M +504,912 +59%
VFA
37
Voya Financial Advisors
Connecticut
$11M -$48.8K -5,536 -0.4%
Bank of America
38
Bank of America
North Carolina
$10.7M -$1.26M -140,152 -10%
UBS Group
39
UBS Group
Switzerland
$10.6M -$2.95M -329,568 -22%
RAG
40
Roof Advisory Group
Pennsylvania
$10.1M +$6.6K +736 +0.1%
OA
41
Opes Advisors
California
$9.88M -$2.88M -321,016 -23%
HA
42
Harborview Advisors
Maine
$9.81M -$327K -36,432 -3%
MWM
43
MinichMacGregor Wealth Management
New York
$9.58M -$1.49M -165,752 -13%
OCM
44
One Capital Management
California
$8.81M -$73.9K -8,248 -0.8%
CAN
45
Cetera Advisor Networks
California
$8.67M +$29.5K +3,288 +0.3%
SBL
46
Sargent Bickham Lagudis
Colorado
$8.61M +$3.98M +443,504 +86%
GIA
47
GHP Investment Advisors
Colorado
$8.39M +$286K +31,880 +4%
MA
48
MUFG Americas
New York
$7.96M +$265K +29,616 +3%
RRC
49
Relaxing Retirement Coach
Massachusetts
$7.92M -$5.74M -641,232 -42%
NFG
50
Nadler Financial Group
Illinois
$7.52M +$403K +45,016 +6%
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