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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.

New
Increased
Maintained
Reduced
Closed
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
SEI Investments
Pennsylvania
$49.1M
2
Bank of America
Bank of America
North Carolina
$28.3M
3
Mariner
Mariner
Kansas
$73.5M
4
MG
Mather Group
Illinois
$88.1M
5
AG
Advisor Group
Arizona
$8.04M

Top Sellers

1
TIM
Total Investment Management
Arizona
$410K
2
FMP
Financial Management Professionals
Texas
$10K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
Financial Engines Advisors
Financial Engines Advisors
California
$727M
5
AA
Apriem Advisors
California
$802K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
126
HCR Wealth Advisors
California
$2.22M -$36K -4,200 -2%
RFA
127
Reilly Financial Advisors
California
$2.2M +$281K +32,640 +15%
US Bancorp
128
US Bancorp
Minnesota
$2.19M +$415K +48,120 +23%
SGAM
129
Steinberg Global Asset Management
Florida
$2.16M +$781K +90,592 +57%
ACG
130
Allen Capital Group
Nebraska
$2.13M +$422K +45,688 +25%
AFG
131
Albion Financial Group
Utah
$2.11M -$27.5K -3,192 -1%
LFPWM
132
Leicht Financial Planning & Wealth Management
New Jersey
$2.09M -$1.89M -219,704 -48%
IAS
133
IMA Advisory Services
Colorado
$2.07M +$172K +19,960 +9%
PWMG
134
Prestige Wealth Management Group
New Jersey
$2.07M +$2.07M +240,088 New
FFWA
135
FRG Family Wealth Advisors
Washington
$2.06M -$221K -25,664 -10%
MAS
136
Managed Account Services
Florida
$2.05M +$79.8K +8,640 +4%
BCWM
137
Bartlett & Co Wealth Management
Ohio
$2.02M +$19.5K +2,256 +1%
LC
138
LCNB Corp
Ohio
$2.02M -$3.93K -456 -0.2%
BC
139
Bartlett & Co
Ohio
$2.01M +$19.4K +2,256 +1%
CA
140
Cambridge Advisors
Nebraska
$2.01M -$620 -72 -0%
SBSB
141
Sullivan, Bruyette, Speros & Blaney
Virginia
$2M +$9.79K +1,136 +0.5%
FWM
142
Focused Wealth Management
New York
$1.99M +$1.58M +183,360 +389%
RRWA
143
Rainey & Randall Wealth Advisors
Florida
$1.93M +$1.93M +224,200 New
SFSG
144
Stearns Financial Services Group
North Carolina
$1.93M +$179K +20,760 +10%
SWA
145
Stratos Wealth Advisors
Ohio
$1.9M +$1.9M +220,768 New
WCM
146
Weatherstone Capital Management
Colorado
$1.89M +$1.89M +184,256 New
SPC
147
Sigma Planning Corp
Michigan
$1.89M -$89.3K -10,360 -5%
PFA
148
Pinnacle Family Advisors
Missouri
$1.88M -$341K -39,584 -15%
SAM
149
Smithbridge Asset Management
Pennsylvania
$1.84M +$24.7K +2,872 +1%
MGIA
150
Moneta Group Investment Advisors
Missouri
$1.74M +$562K +65,248 +48%
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