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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 %
SS
176
Simplicity Solutions
Minnesota
$578K +$223K +24,888 +63%
WA
177
Wealth Architects
California
$571K -$109K -12,144 -16%
DSC
178
Duncker Streett & Co
Missouri
$552K +$274K +30,568 +98%
CWM
179
Cabot Wealth Management
Massachusetts
$543K -$172K -19,160 -24%
FIAS
180
FinTrust Investment Advisory Services
South Carolina
$536K -$66.1K -7,368 -11%
HGWM
181
Harvest Group Wealth Management
Massachusetts
$530K +$215 +24 +0%
CWM
182
Cornerstone Wealth Management
Missouri
$522K +$34.5K +3,952 +7%
ACG
183
Allen Capital Group
Nebraska
$521K +$96K +10,696 +23%
SNBOSD
184
Security National Bank of So Dak
Iowa
$516K -$24.1K -2,688 -4%
MIP
185
Marietta Investment Partners
Wisconsin
$514K -$39.6K -4,416 -7%
CFA
186
Cahill Financial Advisors
Minnesota
$514K +$718 +80 +0.1%
Millennium Management
187
Millennium Management
New York
$509K -$8.54K -952 -2%
IA
188
IFP Advisors
Florida
$501K – – –
KFA
189
Kabarec Financial Advisors
Illinois
$498K +$41K +4,576 +9%
DBRC
190
D.B. Root & Company
Pennsylvania
$496K +$213K +23,800 +75%
WIC
191
Whitegate Investment Counselors
New Hampshire
$470K -$2.73K -304 -0.6%
Wolverine Trading
192
Wolverine Trading
Illinois
$449K +$103K +11,528 +30%
GC
193
Garde Capital
Washington
$448K +$72.3K +8,064 +19%
FAM
194
Foothills Asset Management
Arizona
$408K +$88.4K +9,848 +28%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$404K +$89.2K +9,936 +28%
CCMW
196
Cypress Capital Management (Wyoming)
Wyoming
$403K -$205K -22,840 -34%
FLA
197
Financial Life Advisors
Texas
$398K -$7.69K -880 -2%
S
198
SignatureFD
Georgia
$382K -$49.1K -5,472 -11%
FAAS
199
First Allied Advisory Services
California
$377K -$39.9K -4,456 -10%
Fidelity Investments
200
Fidelity Investments
Massachusetts
$374K -$17K -1,896 -4%
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