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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

367 hedge funds and large institutions have $2.97B invested in Schwab US Large-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 161 increasing their positions, 114 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+13
Holders Change %
+3.67%
% of All Funds
8.4%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
1.17%
New
33
Increased
161
Reduced
114
Closed
17
Calls
$771K
Puts
$591K
Net Calls
+$180K
Net Calls Change
-$1.2M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$895M
2
MG
2
Mather Group
Illinois
$96.6M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$70.1M
4
PFG
4
Piershale Financial Group
Illinois
$24.6M
5
WC
5
Westwind Capital
New Mexico
$5.87M

Top Sellers

1
FCI
1
Financial Counselors Inc
Kansas
$21.3M
2
FEG
2
Fund Evaluation Group
Ohio
$90.1M
3
Jane Street
3
Jane Street
New York
$4.87M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.64M
5
ACM
5
Alpha Capital Management
Texas
$7.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAJ
101
Ogorek Anthony Joseph
New York
$3.11M -$63.3K -6,176 -2%
IFWM
102
Institute for Wealth Management
Colorado
$3.05M +$9.58K +944 +0.3%
CWM
103
Cornerstone Wealth Management
Missouri
$2.92M -$6.1M -3,264,424 -68%
CCM
104
Coldstream Capital Management
Washington
$2.82M +$19.4K +1,896 +0.7%
FFWA
105
FRG Family Wealth Advisors
Washington
$2.71M +$327K +31,896 +14%
PFA
106
Pinnacle Family Advisors
Missouri
$2.64M +$1.61M +156,672 +155%
AWS
107
AJ Wealth Strategies
New York
$2.57M +$21.2K +2,072 +0.8%
AFG
108
Albion Financial Group
Utah
$2.54M -$35.1K -3,424 -1%
CCMW
109
Cypress Capital Management (Wyoming)
Wyoming
$2.53M +$435K +42,416 +21%
HWA
110
HCR Wealth Advisors
California
$2.49M +$1.98M +208,344 +384%
BC
111
Burleson & Co
California
$2.41M +$360K +39,384 +18%
LC
112
LCNB Corp
Ohio
$2.41M -$193K -18,864 -7%
CA
113
Cambridge Advisors
Nebraska
$2.39M -$232K -22,600 -9%
BC
114
Bartlett & Co
Ohio
$2.37M +$82 +8 +0%
BCWM
115
Bartlett & Co Wealth Management
Ohio
$2.37M +$82 +8 +0%
SBSB
116
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.37M – – –
SPC
117
Sigma Planning Corp
Michigan
$2.35M -$515K -50,256 -18%
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$2.34M +$339K +33,128 +17%
SFG
119
Sage Financial Group
Pennsylvania
$2.3M -$42.7K -4,160 -2%
RFA
120
Reilly Financial Advisors
California
$2.28M +$345K +33,704 +18%
IAS
121
IMA Advisory Services
Colorado
$2.26M -$145K -14,176 -6%
MML Investors Services
122
MML Investors Services
Massachusetts
$2.24M +$720K +70,208 +47%
SAM
123
Smithbridge Asset Management
Pennsylvania
$2.17M +$65K +6,336 +3%
US Bancorp
124
US Bancorp
Minnesota
$2.11M -$11.9K -1,160 -0.6%
HB
125
Homrich & Berg
Georgia
$2.09M +$4.26K +416 +0.2%
3 4
5
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