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

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
$21.3M
2
FEG
Fund Evaluation Group
Ohio
$90.1M
3
Jane Street
Jane Street
New York
$4.87M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.64M
5
ACM
Alpha Capital Management
Texas
$7.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSG
126
Stearns Financial Services Group
North Carolina
$2.08M -$79.2K -7,720 -4%
FANJ
127
Financial Architects (New Jersey)
New Jersey
$2.07M +$155K +15,144 +8%
PV
128
Private Vista
Illinois
$2.07M – – –
MAS
129
Managed Account Services
Florida
$2.05M +$607K +63,072 +42%
ECML
130
Eagle Capital Management (Louisiana)
Louisiana
$1.9M +$56.4K +5,504 +3%
ACG
131
Allen Capital Group
Nebraska
$1.89M -$101K -9,856 -5%
FWM
132
Frontier Wealth Management
Missouri
$1.85M -$114K -11,152 -6%
AG
133
Advisor Group
Arizona
$1.84M +$342K +33,400 +23%
GHA
134
GW Henssler & Associates
Georgia
$1.81M +$66K +6,440 +4%
ADL
135
Asset Dedication LLC
California
$1.8M -$266K -25,984 -13%
DAS
136
Dynamic Advisor Solutions
Arizona
$1.76M +$1.37M +134,008 +356%
TYCC
137
Texas Yale Capital Corp
Florida
$1.75M +$30.3K +2,960 +2%
AC
138
Avestar Capital
New York
$1.74M -$177K -17,520 -9%
OC
139
Oarsman Capital
Wisconsin
$1.72M +$69K +6,728 +4%
CIAS
140
Capital Investment Advisory Services
North Carolina
$1.71M +$984 +96 +0.1%
SGAM
141
Steinberg Global Asset Management
Florida
$1.64M -$37.3K -3,640 -2%
PAG
142
Private Advisor Group
New Jersey
$1.63M +$61.8K +6,032 +4%
Creative Planning
143
Creative Planning
Kansas
$1.49M +$318K +30,984 +27%
SHJ
144
Sharkey, Howes & Javer
Colorado
$1.45M +$143K +13,968 +11%
BFM
145
Broadview Financial Management
Wisconsin
$1.43M +$27.1K +2,648 +2%
MGIA
146
Moneta Group Investment Advisors
Missouri
$1.41M +$95.3K +9,296 +7%
BCWM
147
Blue Chip Wealth Management
Florida
$1.39M +$264K +25,744 +23%
H
148
HoyleCohen
California
$1.38M +$39K +3,808 +3%
AWMG
149
Alliance Wealth Management Group
New Jersey
$1.36M -$739K -72,248 -35%
TCM
150
Towercrest Capital Management
Pennsylvania
$1.36M -$739K -72,248 -35%
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