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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
1
Financial Engines Advisors
California
$895M
2
MG
2
Mather Group
Illinois
$96.6M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$70.1M
4
PFG
4
Piershale Financial Group
Illinois
$24.6M
5
WC
5
Westwind Capital
New Mexico
$5.87M

Top Sellers

1
FCI
1
Financial Counselors Inc
Kansas
$21.3M
2
FEG
2
Fund Evaluation Group
Ohio
$90.1M
3
Jane Street
3
Jane Street
New York
$4.87M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.64M
5
ACM
5
Alpha Capital Management
Texas
$7.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$19.7M +$3.15M +307,568 +19%
GAM
27
Gemmer Asset Management
California
$19.4M +$2.47M +240,560 +15%
Wells Fargo
28
Wells Fargo
California
$18.9M +$1.37M +133,544 +8%
PMG
29
ProVise Management Group
Florida
$18.8M +$1.61M +156,880 +9%
I
30
INVST
Indiana
$18.5M -$691K -67,184 -4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$16.1M -$78.5K -7,656 -0.5%
SAM
32
Summit Asset Management
Tennessee
$15.5M -$403K -39,336 -3%
KWM
33
Kingsview Wealth Management
Oregon
$14.8M +$1.54M +149,840 +12%
SAMC
34
Spectrum Asset Management (California)
California
$13.9M +$337K +32,848 +2%
GWA
35
Guidant Wealth Advisors
Illinois
$13.6M -$438K -50,632 -3%
Ameriprise
36
Ameriprise
Minnesota
$13.5M -$301K -29,368 -2%
DP
37
Denver PWM
Colorado
$13.3M +$13.3M +1,412,200 New
VFA
38
Voya Financial Advisors
Connecticut
$13.1M +$12.1K +1,176 +0.1%
AI
39
Atria Investments
North Carolina
$12.6M +$3.17M +309,040 +34%
Bank of America
40
Bank of America
North Carolina
$12.6M +$572K +55,840 +5%
UBS Group
41
UBS Group
Switzerland
$12.4M +$33.1K +3,224 +0.3%
MA
42
MUFG Americas
New York
$12M +$1.51M +146,992 +14%
OA
43
Opes Advisors
California
$11.5M -$97.3K -9,488 -0.8%
MWM
44
MinichMacGregor Wealth Management
New York
$10.9M -$261K -25,368 -2%
RAG
45
Roof Advisory Group
Pennsylvania
$10.8M -$243K -23,744 -2%
GIA
46
GHP Investment Advisors
Colorado
$10.4M +$410K +39,976 +4%
OCM
47
One Capital Management
California
$10.2M -$171K -16,704 -2%
HA
48
Harborview Advisors
Maine
$10.2M -$1.02M -99,096 -9%
NWS
49
Newport Wealth Strategies
California
$10.2M +$559K +59,528 +6%
NFG
50
Nadler Financial Group
Illinois
$9.66M +$205K +20,024 +2%
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