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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

367 hedge funds and large institutions have $2.97B invested in Schwab US Large-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 161 increasing their positions, 114 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+13
Holders Change %
+3.67%
% of All Funds
8.4%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
1.17%
New
33
Increased
161
Reduced
114
Closed
17
Calls
$771K
Puts
$591K
Net Calls
+$180K
Net Calls Change
-$1.2M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$895M
2
MG
Mather Group
Illinois
$96.6M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$70.1M
4
PFG
Piershale Financial Group
Illinois
$24.6M
5
WC
Westwind Capital
New Mexico
$5.87M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
$21.3M
2
FEG
Fund Evaluation Group
Ohio
$90.1M
3
Jane Street
Jane Street
New York
$4.87M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.64M
5
ACM
Alpha Capital Management
Texas
$7.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
176
Parkside Financial Bank & Trust
Missouri
$863K +$764K +74,536 +775%
LW
177
Linscomb Wealth
Texas
$855K – – –
BAC
178
Boys Arnold & Co
North Carolina
$844K +$740 +72 +0.1%
AWA
179
Acorn Wealth Advisors
Michigan
$831K -$193K -20,368 -19%
BA
180
Bristlecone Advisors
Washington
$825K -$23.4K -2,280 -3%
CHA
181
Carmichael Hill & Associates
Maryland
$808K +$66.3K +6,464 +9%
William Blair & Company
182
William Blair & Company
Illinois
$771K +$92.7K +9,048 +14%
JC
183
Jentner Corp
Ohio
$756K -$37.4K -3,648 -5%
VNA
184
Valley National Advisers
Pennsylvania
$732K – – –
Fidelity Investments
185
Fidelity Investments
Massachusetts
$728K +$151K +14,688 +26%
FA
186
FC Advisory
Pennsylvania
$720K -$68.1K -6,640 -9%
DSC
187
Duncker Streett & Co
Missouri
$673K -$32.6K -3,184 -5%
WA
188
Wealth Architects
California
$653K +$328 +32 +0.1%
CFA
189
Cahill Financial Advisors
Minnesota
$650K +$12.4K +1,208 +2%
EWA
190
EP Wealth Advisors
California
$642K +$642K +62,624 New
SS
191
Simplicity Solutions
Minnesota
$631K +$159K +15,488 +34%
S
192
SignatureFD
Georgia
$623K +$248K +24,184 +66%
WAM
193
Wealthspire Advisors (Maryland)
Maryland
$614K -$73.3K -7,144 -11%
SG Americas Securities
194
SG Americas Securities
New York
$601K -$1.71M -166,640 -74%
FA
195
Fagan Associates
New York
$600K +$92.7K +9,040 +18%
IWP
196
Icon Wealth Partners
Texas
$595K +$595K +58,056 New
JIC
197
Johnson Investment Counsel
Ohio
$593K +$270K +26,320 +83%
Millennium Management
198
Millennium Management
New York
$586K +$253K +24,720 +76%
FAM
199
Foothills Asset Management
Arizona
$577K +$65.5K +6,384 +13%
LRPA
200
L. Roy Papp & Associates
Arizona
$576K -$475K -46,320 -45%
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