SCHG icon

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
1
United Capital Financial Advisors
Texas
$56.1M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$673M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.5M
4
MAM
4
Marquette Asset Management
Minnesota
$67.1M
5
PFG
5
Piershale Financial Group
Illinois
$6.47M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.25M
2
FWP
2
FAS Wealth Partners
Kansas
$6.85M
3
RRC
3
Relaxing Retirement Coach
Massachusetts
$7.92M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
WC
5
Westwind Capital
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KLI
76
Kelman-Lazarov Inc
Tennessee
$3.95M +$618K +68,992 +19%
SWM
77
SeaCrest Wealth Management
New York
$3.78M +$195K +21,704 +5%
CCM
78
Condor Capital Management
New Jersey
$3.7M +$84K +9,368 +2%
SIA
79
Starfire Investment Advisers
Michigan
$3.61M +$3.61M +403,160 New
BCP
80
Blackhawk Capital Partners
Wisconsin
$3.47M -$183K -20,416 -5%
SFA
81
Sequoia Financial Advisors
Ohio
$3.41M -$223K -24,864 -6%
CCA
82
Clearwater Capital Advisors
Illinois
$3.36M +$33.6K +3,744 +1%
SWP
83
Stratos Wealth Partners
Ohio
$3.31M -$576K -64,272 -15%
WSTAM
84
Wilbanks Smith & Thomas Asset Management
Virginia
$3.25M -$191K -21,344 -6%
STMM
85
South Texas Money Management
Texas
$3.17M -$121K -13,536 -4%
CA
86
Cetera Advisors
Colorado
$3.02M -$545K -60,632 -15%
CCM
87
Coldstream Capital Management
Washington
$2.86M +$731K +81,616 +34%
SPI
88
Santori & Peters Inc
Pennsylvania
$2.77M +$255K +28,416 +10%
IFWM
89
Institute for Wealth Management
Colorado
$2.72M -$63.9K -7,088 -2%
CMP
90
Courage Miller Partners
Virginia
$2.68M -$66.2K -7,392 -2%
ACM
91
AlphaStar Capital Management
North Carolina
$2.61M +$214K +23,880 +9%
AA
92
Advisory Alpha
Michigan
$2.58M +$277K +29,728 +12%
SPC
93
Sigma Planning Corp
Michigan
$2.5M -$84.6K -9,440 -3%
AG
94
Advisor Group
Arizona
$2.47M -$1.52M -169,168 -38%
AF
95
Advisornet Financial
Minnesota
$2.39M -$94.3K -10,520 -4%
CA
96
Cambridge Advisors
Nebraska
$2.32M +$372K +41,464 +19%
AFG
97
Albion Financial Group
Utah
$2.26M -$9.83K -1,096 -0.4%
BCWM
98
Bartlett & Co Wealth Management
Ohio
$2.2M +$2.2M +245,664 New
BC
99
Bartlett & Co
Ohio
$2.2M +$11.3K +1,264 +0.5%
AWS
100
AJ Wealth Strategies
New York
$2.18M +$79.7K +8,888 +4%
2 3
4
5 6