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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

354 hedge funds and large institutions have $2.61B invested in Schwab US Large-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 151 increasing their positions, 100 reducing their positions, and 16 closing their positions.

Holders
354
Holders Change
+23
Holders Change %
+6.95%
% of All Funds
8.12%
Holding in Top 10
45
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.5%
% of All Funds
1.03%
New
43
Increased
151
Reduced
100
Closed
16
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
-$452K

Top Buyers

1
FEG
1
Fund Evaluation Group
Ohio
$103M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$763M
3
MG
3
Mather Group
Illinois
$64.2M
4
FMP
4
Financial Management Professionals
Texas
$30.1M
5
FCI
5
Financial Counselors Inc
Kansas
$20.7M

Top Sellers

1
ACM
1
Alpha Capital Management
Texas
$13.2M
2
NWS
2
Newport Wealth Strategies
California
$9.7M
3
QAM
3
Q3 Asset Management
Michigan
$0
4
AI
4
Atria Investments
North Carolina
$8.71M
5
DWM
5
Destination Wealth Management
California
$430K
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
101
LCNB Corp
Ohio
$2.4M +$2.4M +253,648 New
AFG
102
Albion Financial Group
Utah
$2.38M -$14.5K -1,528 -0.6%
AWS
103
AJ Wealth Strategies
New York
$2.36M +$46.8K +4,936 +2%
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$2.32M +$1.06M +111,592 +84%
IAS
105
IMA Advisory Services
Colorado
$2.23M +$74.2K +7,832 +3%
FFWA
106
FRG Family Wealth Advisors
Washington
$2.2M +$67.1K +7,080 +3%
BC
107
Bartlett & Co
Ohio
$2.19M -$134K -14,160 -6%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$2.19M -$134K -14,160 -6%
SBSB
109
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.19M +$48.2K +5,088 +2%
SFG
110
Sage Financial Group
Pennsylvania
$2.16M +$169K +17,896 +9%
SG Americas Securities
111
SG Americas Securities
New York
$2.13M +$2.13M +225,216 New
BC
112
Burleson & Co
California
$2.13M +$266K +28,040 +14%
SFSG
113
Stearns Financial Services Group
North Carolina
$2M -$60.7K -6,408 -3%
US Bancorp
114
US Bancorp
Minnesota
$1.96M -$29.7K -3,136 -1%
AWMG
115
Alliance Wealth Management Group
New Jersey
$1.95M -$2.38M -251,216 -55%
TCM
116
Towercrest Capital Management
Pennsylvania
$1.95M +$1.95M +205,312 New
SAM
117
Smithbridge Asset Management
Pennsylvania
$1.94M +$13.6K +1,440 +0.7%
CCMW
118
Cypress Capital Management (Wyoming)
Wyoming
$1.94M +$1.51M +159,696 +355%
HB
119
Homrich & Berg
Georgia
$1.93M -$133K -14,016 -6%
ADL
120
Asset Dedication LLC
California
$1.91M +$1.86M +195,888 +3,396%
PV
121
Private Vista
Illinois
$1.91M +$1.91M +201,768 New
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$1.85M +$209K +22,040 +13%
ACG
123
Allen Capital Group
Nebraska
$1.84M +$1.29M +136,040 +234%
FWM
124
Frontier Wealth Management
Missouri
$1.82M -$88.4K -9,336 -5%
SFA
125
Sequoia Financial Advisors
Ohio
$1.81M -$1.79M -188,832 -50%
3 4
5
6 7