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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
1
SEI Investments
Pennsylvania
$49.1M
2
Bank of America
2
Bank of America
North Carolina
$28.3M
3
Mariner
3
Mariner
Kansas
$73.5M
4
MG
4
Mather Group
Illinois
$88.1M
5
AG
5
Advisor Group
Arizona
$8.04M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$410K
2
FMP
2
Financial Management Professionals
Texas
$10K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$727M
5
AA
5
Apriem Advisors
California
$802K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
151
Dynamic Advisor Solutions
Arizona
$1.74M +$149K +16,152 +9%
GHA
152
GW Henssler & Associates
Georgia
$1.71M +$195K +22,664 +13%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$1.69M +$1.53M +177,040 +916%
ADL
154
Asset Dedication LLC
California
$1.62M +$104K +12,056 +7%
ECML
155
Eagle Capital Management (Louisiana)
Louisiana
$1.56M -$36.5K -4,240 -2%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$1.52M +$1.52M +176,288 New
OC
157
Oarsman Capital
Wisconsin
$1.51M +$58.5K +6,784 +4%
CFGS
158
Concourse Financial Group Securities
Alabama
$1.5M +$1.31M +152,224 +693%
CIAS
159
Capital Investment Advisory Services
North Carolina
$1.46M +$18.1K +2,104 +1%
FANJ
160
Financial Architects (New Jersey)
New Jersey
$1.45M -$287K -33,272 -16%
AC
161
Avestar Capital
New York
$1.45M -$8.85K -1,048 -0.6%
Creative Planning
162
Creative Planning
Kansas
$1.43M +$184K +21,352 +15%
Goldman Sachs
163
Goldman Sachs
New York
$1.43M +$584K +67,816 +69%
PCMC
164
Private Capital Management (Colorado)
Colorado
$1.42M +$1.42M +164,584 New
TYCC
165
Texas Yale Capital Corp
Florida
$1.42M -$53.5K -6,208 -4%
SWM
166
SVA Wealth Management
Wisconsin
$1.42M +$313K +36,296 +28%
BCWM
167
Blue Chip Wealth Management
Florida
$1.41M +$244K +28,264 +21%
BPA
168
Beacon Pointe Advisors
California
$1.39M +$1.39M +160,576 New
FWM
169
Frontier Wealth Management
Missouri
$1.38M -$182K -21,096 -12%
NSG
170
Nalls Sherbakoff Group
Tennessee
$1.23M +$1.23M +143,192 New
BFM
171
Broadview Financial Management
Wisconsin
$1.23M +$29.4K +3,408 +2%
H
172
HoyleCohen
California
$1.21M +$52.9K +6,144 +5%
BBPWM
173
Blue Bell Private Wealth Management
Pennsylvania
$1.2M +$149K +17,288 +14%
SHJ
174
Sharkey, Howes & Javer
Colorado
$1.18M -$38.3K -4,448 -3%
IA
175
IFP Advisors
Florida
$1.14M +$205K +24,080 +22%
5 6
7
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