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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 %
MIAN
101
Mariner Independent Advisor Network
Kansas
$3.39M -$1.75M -202,576 -34%
SIA
102
Starfire Investment Advisers
Michigan
$3.37M +$19.9K +2,312 +0.6%
CCMG
103
Clark Capital Management Group
Pennsylvania
$3.31M +$3.58K +416 +0.1%
SPI
104
Santori & Peters Inc
Pennsylvania
$3.28M +$75K +8,704 +2%
WSTAM
105
Wilbanks Smith & Thomas Asset Management
Virginia
$3.05M -$110K -12,728 -3%
CFS
106
CRA Financial Services
New Jersey
$3M +$3M +347,912 New
STMM
107
South Texas Money Management
Texas
$2.86M -$47.7K -5,536 -2%
CCA
108
Clearwater Capital Advisors
Illinois
$2.85M -$67.5K -7,840 -2%
CMP
109
Courage Miller Partners
Virginia
$2.69M +$68.2K +7,920 +3%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$2.66M -$135K -15,648 -5%
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$2.65M -$994K -115,408 -27%
BC
112
Burleson & Co
California
$2.65M +$104K +10,784 +4%
MCIA
113
Mountain Capital Investment Advisors
Colorado
$2.62M -$66.1K -7,672 -2%
LFS
114
Legacy Financial Strategies
Kansas
$2.55M +$2.27M +263,488 +821%
LFA
115
Legend Financial Advisors
Pennsylvania
$2.54M +$2.54M +295,104 New
OPA
116
Old Port Advisors
Maine
$2.52M +$2.52M +276,808 New
MML Investors Services
117
MML Investors Services
Massachusetts
$2.51M +$625K +72,480 +33%
FVWA
118
Foster Victor Wealth Advisors
South Carolina
$2.5M +$2.5M +290,440 New
SFG
119
Sage Financial Group
Pennsylvania
$2.49M +$557K +64,696 +29%
AF
120
Advisornet Financial
Minnesota
$2.46M -$567K -65,800 -19%
PAG
121
Private Advisor Group
New Jersey
$2.39M +$1.02M +118,632 +75%
VV
122
Valentine Ventures
Oregon
$2.31M +$2.31M +268,176 New
BCP
123
Blackhawk Capital Partners
Wisconsin
$2.25M +$2.25M +260,712 New
OAJ
124
Ogorek Anthony Joseph
New York
$2.24M -$369K -42,896 -14%
BL
125
Balentine LLC
Georgia
$2.23M +$2.23M +259,200 New
3 4
5
6 7