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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 %
MWM
176
Meridian Wealth Management
Kentucky
$786K +$153K +16,120 +24%
BA
177
Bristlecone Advisors
Washington
$784K -$11.4K -1,200 -1%
BAC
178
Boys Arnold & Co
North Carolina
$777K -$1.44K -152 -0.2%
CF
179
Centaurus Financial
California
$742K +$500K +52,784 +207%
JC
180
Jentner Corp
Ohio
$733K +$530 +56 +0.1%
FA
181
FC Advisory
Pennsylvania
$728K – – –
CHA
182
Carmichael Hill & Associates
Maryland
$685K +$13.5K +1,424 +2%
VNA
183
Valley National Advisers
Pennsylvania
$676K +$50.3K +5,312 +8%
LFS
184
Legacy Financial Strategies
Kansas
$675K -$137K -14,464 -17%
BCM
185
Breiter Capital Management
Florida
$666K -$55.2K -5,832 -8%
DSC
186
Duncker Streett & Co
Missouri
$652K +$68.2K +7,200 +12%
WAM
187
Wealthspire Advisors (Maryland)
Maryland
$635K -$71.4K -7,536 -10%
William Blair & Company
188
William Blair & Company
Illinois
$627K -$5.61K -592 -0.9%
WA
189
Wealth Architects
California
$603K – – –
MPM
190
Meritage Portfolio Management
Kansas
$597K -$26.2K -2,760 -4%
ASN
191
Advisory Services Network
Georgia
$590K +$562K +56,832 +2,007%
CFA
192
Cahill Financial Advisors
Minnesota
$589K +$46.5K +4,912 +9%
HGWM
193
Harvest Group Wealth Management
Massachusetts
$560K -$303 -32 -0.1%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$533K +$138K +14,536 +35%
CWM
195
Cabot Wealth Management
Massachusetts
$522K -$52.3K -5,512 -9%
SNBOSD
196
Security National Bank of So Dak
Iowa
$518K -$27.3K -2,880 -5%
GC
197
Garde Capital
Washington
$515K +$41.6K +4,392 +9%
HWA
198
HCR Wealth Advisors
California
$515K +$515K +54,296 New
KFA
199
Kabarec Financial Advisors
Illinois
$510K -$16.5K -1,744 -3%
WIC
200
Whitegate Investment Counselors
New Hampshire
$499K +$2.65K +280 +0.5%
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8
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