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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 %
CAN
51
Cetera Advisor Networks
California
$9.39M +$1.51M +146,840 +19%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.64M -$7.78M -758,920 -47%
AIA
53
Arcadia Investment Advisors
Idaho
$8.56M +$138K +13,424 +2%
LYV
54
Live Your Vision
Pennsylvania
$8.34M +$288K +28,072 +4%
CCM
55
Covington Capital Management
California
$8.16M +$182K +17,744 +2%
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$7.8M -$592K -57,696 -7%
NDSI
57
Newman Dignan & Sheerar Inc
Rhode Island
$7.6M -$5.38K -536 -0.1%
UWM
58
USAdvisors Wealth Management
Minnesota
$7.19M +$31.1K +3,032 +0.4%
SBL
59
Sargent Bickham Lagudis
Colorado
$7.17M -$2.65M -258,216 -27%
ACM
60
Alpha Capital Management
Texas
$7.13M -$7.18M -700,576 -50%
HighTower Advisors
61
HighTower Advisors
Illinois
$6.95M -$213K -20,824 -3%
PRS
62
Pinkerton Retirement Specialists
Idaho
$6.94M +$3.71M +361,656 +115%
KLI
63
Kelman-Lazarov Inc
Tennessee
$6.82M +$676K +65,888 +11%
FWP
64
FAS Wealth Partners
Kansas
$6.65M -$306K -29,888 -4%
MAS
65
Madden Advisory Services
Florida
$6.44M +$365K +35,632 +6%
CHA
66
Cooper/Haims Advisors
New York
$6.36M -$2.37M -231,392 -27%
SBA
67
Secrest Blakey & Associates
North Carolina
$6.17M +$243K +23,688 +4%
PWSG
68
Pacific Wealth Strategies Group
California
$6.12M -$77.7K -7,576 -1%
MIAN
69
Mariner Independent Advisor Network
Kansas
$6.1M +$144K +14,048 +2%
LA
70
LVW Advisors
New York
$5.99M +$994K +96,928 +20%
CFMC
71
Curbstone Financial Management Corp
New Hampshire
$5.94M -$69.6K -6,792 -1%
WC
72
Westwind Capital
New Mexico
$5.87M +$5.59M +544,936 +1,957%
ACM
73
AlphaStar Capital Management
North Carolina
$5.75M +$1.77M +172,624 +45%
RWM
74
RKL Wealth Management
Pennsylvania
$5.17M -$136K -13,280 -3%
FSA
75
Financial Services Advisory
Maryland
$4.98M +$77.2K +7,528 +2%
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