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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 %
KLI
51
Kelman-Lazarov Inc
Tennessee
$8.25M +$2.51M +291,872 +44%
AG
52
Advisor Group
Arizona
$8.04M +$6.5M +753,800 +420%
CAN
53
Cetera Advisor Networks
California
$7.83M -$57.4K -6,664 -0.7%
LYV
54
Live Your Vision
Pennsylvania
$7.75M +$463K +51,640 +6%
CCM
55
Coldstream Capital Management
Washington
$7.12M +$4.75M +551,592 +201%
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$7.07M +$519K +60,272 +8%
CCM
57
Covington Capital Management
California
$6.91M +$50.8K +5,896 +0.7%
UWM
58
USAdvisors Wealth Management
Minnesota
$6.84M +$799K +92,728 +13%
GCP
59
Gill Capital Partners
Colorado
$6.82M +$6.82M +579,128 New
GSIS
60
Global Strategic Investment Solutions
Arizona
$6.57M +$6.57M +762,096 New
AIA
61
Arcadia Investment Advisors
Idaho
$6.34M -$854K -99,128 -12%
PL
62
Polianta Ltd
Jersey
$6.21M +$6.21M +720,800 New
LA
63
LVW Advisors
New York
$6.16M +$1.12M +130,264 +22%
GWA
64
Guidant Wealth Advisors
Illinois
$6.02M -$7.55M -875,856 -56%
PRS
65
Pinkerton Retirement Specialists
Idaho
$6M +$169K +19,608 +3%
FWP
66
FAS Wealth Partners
Kansas
$5.86M +$272K +31,616 +5%
ACM
67
Alpha Capital Management
Texas
$5.86M -$133K -15,480 -2%
MAS
68
Madden Advisory Services
Florida
$5.5M +$92.3K +10,712 +2%
PWSG
69
Pacific Wealth Strategies Group
California
$5.3M +$157K +18,192 +3%
NWS
70
Newport Wealth Strategies
California
$5.19M -$4.42M -498,592 -46%
CFMC
71
Curbstone Financial Management Corp
New Hampshire
$4.9M -$98.5K -11,432 -2%
MAG
72
Mokosak Advisory Group
Iowa
$4.85M +$3.89M +451,024 +402%
SBA
73
Secrest Blakey & Associates
North Carolina
$4.76M -$439K -50,768 -8%
AWS
74
AJ Wealth Strategies
New York
$4.66M +$2.5M +290,096 +116%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$4.6M +$2.64M +305,960 +134%
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