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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.

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 %
ACM
76
AlphaStar Capital Management
North Carolina
$4.47M -$361K -41,904 -7%
KFA
77
Kays Financial Advisory
Georgia
$4.43M +$4.43M +514,640 New
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$4.42M +$975K +113,136 +28%
TWP
79
Total Wealth Planning
Ohio
$4.42M +$4.42M +513,256 New
SFWC
80
Strategic Family Wealth Counselors
New Jersey
$4.33M +$4.33M +502,088 New
WC
81
Westwind Capital
New Mexico
$4.29M -$643K -74,584 -13%
RWM
82
RKL Wealth Management
Pennsylvania
$4.27M -$81.4K -9,440 -2%
HB
83
Homrich & Berg
Georgia
$4.05M +$2.29M +265,760 +130%
AA
84
Advisory Alpha
Michigan
$4.04M +$730K +77,368 +22%
MPM
85
Meritage Portfolio Management
Kansas
$4.03M +$4.03M +467,328 New
CHA
86
Cooper/Haims Advisors
New York
$4.02M -$1.33M -154,608 -25%
CA
87
Cetera Advisors
Colorado
$4.01M +$48K +5,568 +1%
FPFS
88
First Personal Financial Services
North Carolina
$4M -$143K -16,648 -3%
BWA
89
Burt Wealth Advisors
Maryland
$3.98M +$3.98M +461,416 New
PTCG
90
Pring Turner Capital Group
California
$3.92M -$143K -16,640 -4%
PV
91
Private Vista
Illinois
$3.86M +$2.12M +245,872 +122%
LCC
92
Lincoln Capital Corp
Rhode Island
$3.76M +$3.76M +436,848 New
RRC
93
Relaxing Retirement Coach
Massachusetts
$3.76M -$276K -32,040 -7%
SFA
94
Sequoia Financial Advisors
Ohio
$3.72M +$373K +43,248 +11%
GC
95
Garde Capital
Washington
$3.61M +$2.59M +301,160 +256%
SWP
96
Stratos Wealth Partners
Ohio
$3.6M +$196K +22,752 +6%
CCM
97
Condor Capital Management
New Jersey
$3.54M +$67.7K +7,856 +2%
JWA
98
JFS Wealth Advisors
Pennsylvania
$3.5M -$143K -16,624 -4%
SWM
99
SeaCrest Wealth Management
New York
$3.5M -$340K -39,480 -9%
KM
100
Kalos Management
Georgia
$3.48M +$3.48M +327,344 New
2 3
4
5 6