SCHG icon

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

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$410K
2
FMP
2
Financial Management Professionals
Texas
$10K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$727M
5
AA
5
Apriem Advisors
California
$802K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$16.2M -$1.37M -158,760 -8%
I
27
INVST
Indiana
$15.6M +$162K +18,760 +1%
RCA
28
Reitz Capital Advisors
Michigan
$15.6M +$15.6M +1,809,344 New
Ameriprise
29
Ameriprise
Minnesota
$15.4M +$3.97M +460,648 +35%
PMG
30
ProVise Management Group
Florida
$14.9M -$878K -101,904 -6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$14.4M +$848K +98,448 +6%
DP
32
Denver PWM
Colorado
$14M +$705K +74,736 +5%
KWM
33
Kingsview Wealth Management
Oregon
$13.9M +$1.41M +163,552 +11%
SAM
34
Summit Asset Management
Tennessee
$13.1M +$40K +4,640 +0.3%
SWRP
35
Summit Wealth & Retirement Planning
California
$11.5M +$11.5M +1,335,744 New
UBS Group
36
UBS Group
Switzerland
$11.1M +$725K +84,168 +7%
HCM
37
Hengehold Capital Management
Ohio
$11.1M -$5.44M -631,616 -33%
RAG
38
Roof Advisory Group
Pennsylvania
$10.9M +$1.82M +210,848 +20%
MA
39
MUFG Americas
New York
$10.6M +$586K +68,056 +6%
MFGP
40
Marshall Financial Group (Pennsylvania)
Pennsylvania
$10.5M +$10.5M +1,216,400 New
VFA
41
Voya Financial Advisors
Connecticut
$10.3M -$580K -68,008 -5%
AI
42
Atria Investments
North Carolina
$10.1M -$503K -58,392 -5%
SAMC
43
Spectrum Asset Management (California)
California
$10.1M -$1.64M -190,480 -14%
OA
44
Opes Advisors
California
$9.38M -$274K -31,808 -3%
GIA
45
GHP Investment Advisors
Colorado
$8.85M +$119K +13,808 +1%
HA
46
Harborview Advisors
Maine
$8.73M +$171K +19,832 +2%
NFG
47
Nadler Financial Group
Illinois
$8.69M +$579K +67,232 +7%
OCM
48
One Capital Management
California
$8.68M +$115K +13,344 +1%
WIA
49
World Investment Advisors
California
$8.58M +$8.58M +895,944 New
HighTower Advisors
50
HighTower Advisors
Illinois
$8.5M +$2.66M +308,792 +45%
1
2
3 4 5