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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 %
LWAC
176
Laurel Wealth Advisors (California)
California
$1.13M +$1.13M +130,936 New
ECG
177
Edge Capital Group
Georgia
$1.07M +$1.07M +124,424 New
JFG
178
JMG Financial Group
Illinois
$1.06M – – –
SHA
179
Seneca House Advisors
Virginia
$1.06M +$30.1K +3,488 +3%
WDL
180
Well Done LLC
Michigan
$1.06M – – –
CC
181
Claybrook Capital
Massachusetts
$1.06M +$1.06M +122,840 New
CG
182
Colony Group
Massachusetts
$1.06M +$189K +21,992 +22%
SFS
183
Sowell Financial Services
Arkansas
$1.01M +$1.01M +116,640 New
TF
184
Trek Financial
Arizona
$1M +$1M +116,136 New
AWMG
185
Alliance Wealth Management Group
New Jersey
$956K -$190K -22,080 -17%
TCM
186
Towercrest Capital Management
Pennsylvania
$956K -$190K -22,080 -17%
Citadel Advisors
187
Citadel Advisors
Florida
$933K -$150K -17,368 -14%
EWM
188
Edge Wealth Management
New York
$925K -$5.51K -640 -0.6%
MA
189
Mutual Advisors
Nebraska
$885K -$179K -20,736 -17%
MWM
190
Meridian Wealth Management
Kentucky
$884K +$114K +13,232 +15%
SBL
191
Sargent Bickham Lagudis
Colorado
$883K -$5.14M -596,416 -85%
RJA
192
Raymond James & Associates
Florida
$876K +$564K +65,496 +181%
SC
193
Savant Capital
Illinois
$872K +$138 +16 +0%
SIAS
194
Shine Investment Advisory Services
Colorado
$865K +$827 +96 +0.1%
FNBOO
195
First National Bank of Omaha
Nebraska
$841K – – –
CWS
196
Cypress Wealth Services
California
$835K +$835K +96,936 New
LCM
197
Liberty Capital Management
Michigan
$831K -$105K -12,184 -11%
FAAS
198
First Allied Advisory Services
California
$830K +$591K +68,704 +248%
PIP
199
Peachtree Investment Partners
Florida
$830K +$830K +96,304 New
HSA
200
HBK Sorce Advisory
Pennsylvania
$811K +$811K +94,136 New
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