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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.

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

Top Sellers

1
ACM
Alpha Capital Management
Texas
$13.2M
2
NWS
Newport Wealth Strategies
California
$9.7M
3
QAM
Q3 Asset Management
Michigan
$0
4
AI
Atria Investments
North Carolina
$8.71M
5
DWM
Destination Wealth Management
California
$430K
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
126
Reilly Financial Advisors
California
$1.79M +$134K +14,168 +8%
FANJ
127
Financial Architects (New Jersey)
New Jersey
$1.77M +$14K +1,480 +0.8%
AC
128
Avestar Capital
New York
$1.77M +$373K +40,104 +27%
ECML
129
Eagle Capital Management (Louisiana)
Louisiana
$1.7M -$6.29K -664 -0.4%
ERSOT
130
Employees Retirement System of Texas
Texas
$1.67M +$1.67M +176,000 New
GHA
131
GW Henssler & Associates
Georgia
$1.61M +$78.3K +8,264 +5%
FWM
132
Focused Wealth Management
New York
$1.6M +$1.5M +158,632 +1,570%
TYCC
133
Texas Yale Capital Corp
Florida
$1.59M -$44.7K -4,720 -3%
CIAS
134
Capital Investment Advisory Services
North Carolina
$1.58M +$3.94K +416 +0.3%
SPI
135
Santori & Peters Inc
Pennsylvania
$1.58M -$1.35M -142,744 -46%
SGAM
136
Steinberg Global Asset Management
Florida
$1.55M +$115K +12,192 +8%
OC
137
Oarsman Capital
Wisconsin
$1.53M +$256K +27,000 +20%
PAG
138
Private Advisor Group
New Jersey
$1.45M +$805K +84,800 +125%
MAS
139
Managed Account Services
Florida
$1.42M -$29.7K -3,136 -2%
MML Investors Services
140
MML Investors Services
Massachusetts
$1.41M +$3.64K +384 +0.3%
AG
141
Advisor Group
Arizona
$1.39M -$1.22M -129,104 -47%
BFM
142
Broadview Financial Management
Wisconsin
$1.3M +$19K +2,008 +1%
TRCT
143
Tower Research Capital (TRC)
New York
$1.25M -$691K -72,880 -36%
H
144
HoyleCohen
California
$1.24M +$49.3K +5,200 +4%
SWM
145
SVA Wealth Management
Wisconsin
$1.22M -$414K -43,672 -25%
UB
146
UMB Bank
Missouri
$1.22M -$10.3K -1,088 -0.8%
EA
147
Edge Advisors
Georgia
$1.22M -$15.2K -1,600 -1%
LNC
148
Lincoln National Corp
Pennsylvania
$1.21M +$10.9K +1,152 +0.9%
MGIA
149
Moneta Group Investment Advisors
Missouri
$1.21M +$1.02M +107,592 +534%
SHJ
150
Sharkey, Howes & Javer
Colorado
$1.2M +$179K +18,848 +17%
4 5
6
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