SCHG icon

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 %
SWM
126
SVA Wealth Management
Wisconsin
$1.42M +$127K +15,432 +10%
MA
127
Mutual Advisors
Nebraska
$1.4M -$22.3K -2,488 -2%
MAS
128
Managed Account Services
Florida
$1.37M +$9.46K +1,056 +0.7%
SGAM
129
Steinberg Global Asset Management
Florida
$1.36M -$17.6K -1,968 -1%
MML Investors Services
130
MML Investors Services
Massachusetts
$1.33M +$142K +15,800 +12%
AC
131
Avestar Capital
New York
$1.32M +$658K +74,776 +99%
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$1.25M -$15.7M -1,743,560 -93%
BFM
133
Broadview Financial Management
Wisconsin
$1.21M -$38.9K -4,344 -3%
OC
134
Oarsman Capital
Wisconsin
$1.2M +$114K +12,736 +10%
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
$1.2M -$849K -94,712 -42%
EA
136
Edge Advisors
Georgia
$1.16M -$19.3K -2,152 -2%
UB
137
UMB Bank
Missouri
$1.16M -$14.6K -1,632 -1%
LNC
138
Lincoln National Corp
Pennsylvania
$1.14M -$534K -59,560 -32%
H
139
HoyleCohen
California
$1.13M +$28.8K +3,216 +3%
WDL
140
Well Done LLC
Michigan
$1.12M – – –
BBPWM
141
Blue Bell Private Wealth Management
Pennsylvania
$1.1M +$68.4K +7,632 +7%
JFG
142
JMG Financial Group
Illinois
$1.01M – – –
AWA
143
Acorn Wealth Advisors
Michigan
$992K +$500K +54,896 +101%
JPMPWA
144
J.P. Morgan Private Wealth Advisors
California
$979K +$15.7K +1,752 +2%
SHJ
145
Sharkey, Howes & Javer
Colorado
$969K -$97.1K -10,840 -9%
Creative Planning
146
Creative Planning
Kansas
$969K +$129K +14,344 +15%
BW
147
Bison Wealth
Georgia
$932K +$103K +11,440 +12%
SC
148
Savant Capital
Illinois
$907K -$9.11K -1,016 -1%
FA
149
FDx Advisors
Illinois
$905K +$281K +31,352 +45%
CG
150
Colony Group
Massachusetts
$894K -$50K -5,576 -5%
4 5
6
7 8