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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 %
MA
151
Mutual Advisors
Nebraska
$1.2M -$282K -29,776 -19%
WDL
152
Well Done LLC
Michigan
$1.18M – – –
SEI Investments
153
SEI Investments
Pennsylvania
$1.15M +$1.14M +120,192 +15,024%
Citadel Advisors
154
Citadel Advisors
Florida
$1.13M +$1.13M +119,632 New
BBPWM
155
Blue Bell Private Wealth Management
Pennsylvania
$1.12M -$43.9K -4,632 -4%
Creative Planning
156
Creative Planning
Kansas
$1.08M +$56.7K +5,984 +6%
JFG
157
JMG Financial Group
Illinois
$1.06M -$8.56K -904 -0.8%
SHA
158
Seneca House Advisors
Virginia
$1.04M +$172K +18,128 +20%
BCWM
159
Blue Chip Wealth Management
Florida
$1.04M +$275K +29,040 +36%
AWA
160
Acorn Wealth Advisors
Michigan
$1.03M -$8.83K -928 -0.9%
BW
161
Bison Wealth
Georgia
$1.03M +$41.5K +4,384 +4%
JPMPWA
162
J.P. Morgan Private Wealth Advisors
California
$1.02M -$14.3K -1,512 -1%
LRPA
163
L. Roy Papp & Associates
Arizona
$971K +$39K +4,120 +4%
SC
164
Savant Capital
Illinois
$958K – – –
PFA
165
Pinnacle Family Advisors
Missouri
$958K +$156K +16,456 +19%
SIAS
166
Shine Investment Advisory Services
Colorado
$949K +$162K +17,112 +21%
CG
167
Colony Group
Massachusetts
$945K -$606 -64 -0.1%
FNBOO
168
First National Bank of Omaha
Nebraska
$924K – – –
LCM
169
Liberty Capital Management
Michigan
$920K +$84.2K +8,896 +10%
EWM
170
Edge Wealth Management
New York
$907K -$4.63K -488 -0.5%
Renaissance Technologies
171
Renaissance Technologies
New York
$900K +$900K +95,032 New
WWM
172
Windsor Wealth Management
Indiana
$827K – – –
IA
173
IFP Advisors
Florida
$801K +$264K +27,856 +49%
AWM
174
AE Wealth Management
Kansas
$795K +$42.6K +4,496 +6%
LW
175
Linscomb Wealth
Texas
$790K +$10.2K +1,080 +1%
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