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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

354 hedge funds and large institutions have $2.61B invested in Schwab US Large-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 151 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+23
Holders Change %
+6.95%
% of All Funds
8.12%
Holding in Top 10
45
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.5%
% of All Funds
1.03%
New
43
Increased
151
Reduced
100
Closed
16
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$452K

Top Buyers

1
FEG
1
Fund Evaluation Group
Ohio
$103M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$763M
3
MG
3
Mather Group
Illinois
$64.2M
4
FMP
4
Financial Management Professionals
Texas
$30.1M
5
FCI
5
Financial Counselors Inc
Kansas
$20.7M

Top Sellers

1
ACM
1
Alpha Capital Management
Texas
$13.2M
2
NWS
2
Newport Wealth Strategies
California
$9.7M
3
QAM
3
Q3 Asset Management
Michigan
$0
4
AI
4
Atria Investments
North Carolina
$8.71M
5
DWM
5
Destination Wealth Management
California
$430K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Apriem Advisors
California
$16.6M +$1.42M +150,168 +9%
Wells Fargo
27
Wells Fargo
California
$16.2M +$184K +19,376 +1%
PFG
28
Piershale Financial Group
Illinois
$15.8M +$8.84M +933,440 +126%
GAM
29
Gemmer Asset Management
California
$15.6M +$205K +21,632 +1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$15.2M +$1.38M +145,464 +10%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.2M +$894K +94,344 +6%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$15M +$1.12M +118,064 +8%
SAM
33
Summit Asset Management
Tennessee
$14.7M -$401K -42,288 -3%
ACM
34
Alpha Capital Management
Texas
$13.2M -$7.44M -785,528 -36%
GWA
35
Guidant Wealth Advisors
Illinois
$13.2M -$238K -29,424 -2%
Ameriprise
36
Ameriprise
Minnesota
$12.8M -$251K -26,536 -2%
SAMC
37
Spectrum Asset Management (California)
California
$12.6M -$375K -39,640 -3%
KWM
38
Kingsview Wealth Management
Oregon
$12.3M +$4.9M +517,144 +66%
VFA
39
Voya Financial Advisors
Connecticut
$12.1M +$292K +30,824 +2%
UBS Group
40
UBS Group
Switzerland
$11.4M +$215K +22,672 +2%
Bank of America
41
Bank of America
North Carolina
$11.1M -$246K -25,992 -2%
OA
42
Opes Advisors
California
$10.7M +$261K +27,552 +2%
HA
43
Harborview Advisors
Maine
$10.3M -$20.5K -2,160 -0.2%
MWM
44
MinichMacGregor Wealth Management
New York
$10.3M +$169K +17,728 +2%
RAG
45
Roof Advisory Group
Pennsylvania
$10.2M -$519K -54,752 -5%
NWS
46
Newport Wealth Strategies
California
$9.7M -$6.42M -678,096 -40%
MA
47
MUFG Americas
New York
$9.65M +$1.24M +130,744 +15%
OCM
48
One Capital Management
California
$9.57M +$269K +28,392 +3%
GIA
49
GHP Investment Advisors
Colorado
$9.22M +$350K +36,920 +4%
SBL
50
Sargent Bickham Lagudis
Colorado
$9.07M -$27.1K -2,856 -0.3%
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