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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 %
XS
51
XML Securities
Maryland
$7.47M +$983K +109,672 +15%
LYV
52
Live Your Vision
Pennsylvania
$7.05M -$40.7K -4,424 -0.6%
KWM
53
Kingsview Wealth Management
Oregon
$6.99M +$913K +101,832 +15%
CCM
54
Covington Capital Management
California
$6.95M -$450K -50,224 -6%
CHA
55
Cooper/Haims Advisors
New York
$6.91M +$1.61M +180,064 +30%
NDSI
56
Newman Dignan & Sheerar Inc
Rhode Island
$6.86M -$414K -46,048 -6%
FWP
57
FAS Wealth Partners
Kansas
$6.85M -$6.34M -707,064 -48%
AIA
58
Arcadia Investment Advisors
Idaho
$6.52M +$555K +61,904 +9%
HighTower Advisors
59
HighTower Advisors
Illinois
$6.47M +$142K +15,832 +2%
PFG
60
Piershale Financial Group
Illinois
$6.47M +$6.47M +739,352 New
UWM
61
USAdvisors Wealth Management
Minnesota
$6.25M +$251K +27,992 +4%
JWA
62
JFS Wealth Advisors
Pennsylvania
$5.75M -$304K -33,920 -5%
PWSG
63
Pacific Wealth Strategies Group
California
$5.55M +$83.3K +9,296 +2%
MIAN
64
Mariner Independent Advisor Network
Kansas
$5.11M +$63.7K +7,112 +1%
CFMC
65
Curbstone Financial Management Corp
New Hampshire
$5.04M +$2.5M +278,912 +99%
MAS
66
Madden Advisory Services
Florida
$4.95M +$167K +18,608 +3%
SBA
67
Secrest Blakey & Associates
North Carolina
$4.88M -$20K -2,232 -0.4%
QAM
68
Q3 Asset Management
Michigan
$4.75M +$4.75M +529,952 New
FPFS
69
First Personal Financial Services
North Carolina
$4.73M -$239K -26,712 -5%
LA
70
LVW Advisors
New York
$4.45M -$97.7K -10,904 -2%
PTCG
71
Pring Turner Capital Group
California
$4.34M +$72.1K +8,040 +2%
DWM
72
Destination Wealth Management
California
$4.26M +$3.75M +397,888 +748%
AWMG
73
Alliance Wealth Management Group
New Jersey
$4.09M +$144K +16,088 +4%
AG
74
Appleton Group
Wisconsin
$4.01M +$282K +31,424 +8%
RWM
75
RKL Wealth Management
Pennsylvania
$3.99M +$982K +109,640 +33%
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