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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 %
LRPA
151
L. Roy Papp & Associates
Arizona
$882K -$185K -20,632 -17%
FNBOO
152
First National Bank of Omaha
Nebraska
$875K – – –
EWM
153
Edge Wealth Management
New York
$862K +$58.1K +6,480 +7%
WP
154
WealthSource Partners
California
$850K -$1.01M -112,888 -54%
SHA
155
Seneca House Advisors
Virginia
$824K +$128K +14,328 +18%
LCM
156
Liberty Capital Management
Michigan
$791K +$16.3K +1,824 +2%
WWM
157
Windsor Wealth Management
Indiana
$783K – – –
LFS
158
Legacy Financial Strategies
Kansas
$768K -$30.2K -3,368 -4%
PFA
159
Pinnacle Family Advisors
Missouri
$759K -$259K -28,904 -25%
BA
160
Bristlecone Advisors
Washington
$752K -$19.9K -2,216 -3%
BAC
161
Boys Arnold & Co
North Carolina
$749K +$292 +32 +0%
SIAS
162
Shine Investment Advisory Services
Colorado
$745K +$143 +16 +0%
LW
163
Linscomb Wealth
Texas
$738K +$1.87K +208 +0.3%
BCWM
164
Blue Chip Wealth Management
Florida
$722K +$722K +80,600 New
AWM
165
AE Wealth Management
Kansas
$712K +$302K +33,664 +74%
JC
166
Jentner Corp
Ohio
$693K +$37K +4,128 +6%
FA
167
FC Advisory
Pennsylvania
$689K -$28.4K -3,168 -4%
BCM
168
Breiter Capital Management
Florida
$683K -$64.1K -7,144 -9%
WAM
169
Wealthspire Advisors (Maryland)
Maryland
$668K -$9.18K -1,024 -1%
CHA
170
Carmichael Hill & Associates
Maryland
$636K +$87.8K +9,784 +16%
PAG
171
Private Advisor Group
New Jersey
$609K -$460K -51,288 -43%
MWM
172
Meridian Wealth Management
Kentucky
$600K +$61K +6,800 +11%
William Blair & Company
173
William Blair & Company
Illinois
$599K +$54.8K +6,112 +10%
VNA
174
Valley National Advisers
Pennsylvania
$592K -$1K -112 -0.2%
MPM
175
Meritage Portfolio Management
Kansas
$590K +$306K +34,128 +108%
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