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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.25M
2
FWP
FAS Wealth Partners
Kansas
$6.85M
3
RRC
Relaxing Retirement Coach
Massachusetts
$7.92M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
WC
Westwind Capital
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$2.1M -$76.8K -8,776 -4%
IAS
102
IMA Advisory Services
Colorado
$2.04M +$67.4K +7,520 +3%
SBSB
103
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.03M – – –
FFWA
104
FRG Family Wealth Advisors
Washington
$2.02M +$616K +68,760 +44%
OAJ
105
Ogorek Anthony Joseph
New York
$1.97M +$1.93M +215,312 +5,136%
HB
106
Homrich & Berg
Georgia
$1.95M -$70.5K -7,864 -3%
SFSG
107
Stearns Financial Services Group
North Carolina
$1.95M -$19.9K -2,216 -1%
LFPWM
108
Leicht Financial Planning & Wealth Management
New Jersey
$1.93M -$660K -75,720 -26%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$1.9M +$657K +73,272 +53%
US Bancorp
110
US Bancorp
Minnesota
$1.88M +$1.02M +114,000 +119%
SFG
111
Sage Financial Group
Pennsylvania
$1.88M +$243K +27,120 +15%
TRCT
112
Tower Research Capital (TRC)
New York
$1.83M +$1.01M +112,800 +123%
SAM
113
Smithbridge Asset Management
Pennsylvania
$1.82M +$97.5K +10,880 +6%
FWM
114
Frontier Wealth Management
Missouri
$1.8M -$34.1K -3,800 -2%
BC
115
Burleson & Co
California
$1.76M +$458K +51,096 +35%
DSN
116
D. Scott Neal
Kentucky
$1.7M +$1.7M +189,160 New
FANJ
117
Financial Architects (New Jersey)
New Jersey
$1.66M +$468K +52,168 +39%
ECML
118
Eagle Capital Management (Louisiana)
Louisiana
$1.62M -$566K -63,096 -26%
KM
119
Kalos Management
Georgia
$1.6M +$1.2M +127,928 +301%
RFA
120
Reilly Financial Advisors
California
$1.57M +$225K +25,096 +17%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$1.55M +$391K +43,576 +34%
TYCC
122
Texas Yale Capital Corp
Florida
$1.55M -$484K -53,944 -24%
CIAS
123
Capital Investment Advisory Services
North Carolina
$1.49M +$7.03K +784 +0.5%
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$1.47M +$230K +26,240 +18%
GHA
125
GW Henssler & Associates
Georgia
$1.45M +$47.7K +5,320 +3%
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5
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