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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.

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 %
NFG
51
Nadler Financial Group
Illinois
$8.73M +$785K +82,816 +10%
AI
52
Atria Investments
North Carolina
$8.71M -$4.62M -488,080 -35%
CHA
53
Cooper/Haims Advisors
New York
$8.07M +$766K +80,856 +10%
CWM
54
Cornerstone Wealth Management
Missouri
$7.93M +$7.83M +4,767,152 +7,980%
AIA
55
Arcadia Investment Advisors
Idaho
$7.78M +$886K +93,584 +13%
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$7.75M +$6.15M +649,728 +386%
LYV
57
Live Your Vision
Pennsylvania
$7.62M +$185K +19,032 +2%
CCM
58
Covington Capital Management
California
$7.37M +$32.2K +3,400 +0.4%
CAN
59
Cetera Advisor Networks
California
$7.28M -$1.89M -199,640 -21%
HighTower Advisors
60
HighTower Advisors
Illinois
$6.63M -$209K -22,072 -3%
UWM
61
USAdvisors Wealth Management
Minnesota
$6.62M +$14.2K +1,504 +0.2%
FWP
62
FAS Wealth Partners
Kansas
$6.43M -$812K -85,712 -11%
JWA
63
JFS Wealth Advisors
Pennsylvania
$5.83M -$246K -26,000 -4%
PWSG
64
Pacific Wealth Strategies Group
California
$5.73M -$130K -13,760 -2%
KLI
65
Kelman-Lazarov Inc
Tennessee
$5.68M +$1.5M +158,216 +36%
MAS
66
Madden Advisory Services
Florida
$5.61M +$386K +40,728 +7%
CFMC
67
Curbstone Financial Management Corp
New Hampshire
$5.56M +$231K +24,400 +4%
MIAN
68
Mariner Independent Advisor Network
Kansas
$5.51M +$108K +11,448 +2%
SBA
69
Secrest Blakey & Associates
North Carolina
$5.48M +$319K +33,680 +6%
RWM
70
RKL Wealth Management
Pennsylvania
$4.91M +$692K +73,088 +16%
FPFS
71
First Personal Financial Services
North Carolina
$4.79M -$205K -21,672 -4%
RRC
72
Relaxing Retirement Coach
Massachusetts
$4.78M -$3.59M -378,712 -43%
LA
73
LVW Advisors
New York
$4.62M -$79K -8,344 -2%
FSA
74
Financial Services Advisory
Maryland
$4.53M +$4.53M +478,592 New
PTCG
75
Pring Turner Capital Group
California
$4.49M -$94.4K -9,960 -2%
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