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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
+$69.5M
2
MG
Mather Group
Illinois
+$27.1M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$18.8M
4
PFG
Piershale Financial Group
Illinois
+$7.46M
5
WC
Westwind Capital
New Mexico
+$5.59M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$203M
2
FEG
Fund Evaluation Group
Ohio
-$21.7M
3
Jane Street
Jane Street
New York
-$14.2M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7.78M
5
ACM
Alpha Capital Management
Texas
-$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNBOSD
201
Security National Bank of So Dak
Iowa
$560K – – –
CWM
202
Cabot Wealth Management
Massachusetts
$545K -$19.9K -1,944 -4%
WIC
203
Whitegate Investment Counselors
New Hampshire
$540K +$246 +24 +0%
GRP
204
Global Retirement Partners
California
$531K +$182K +17,696 +52%
TRCT
205
Tower Research Capital (TRC)
New York
$529K -$820K -80,000 -61%
GLA
206
Good Life Advisors
Pennsylvania
$514K +$144K +14,024 +39%
CCB
207
Cutter & Co Brokerage
Missouri
$510K +$510K +49,736 New
BCM
208
Breiter Capital Management
Florida
$507K -$214K -20,856 -30%
BIA
209
BHK Investment Advisors
Alabama
$505K +$188K +18,352 +59%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$488K +$6.64K +648 +1%
FWM
211
Focused Wealth Management
New York
$483K -$1.25M -121,608 -72%
HGWM
212
Harvest Group Wealth Management
Massachusetts
$471K -$135K -13,128 -22%
MIP
213
Marietta Investment Partners
Wisconsin
$466K -$6.07K -592 -1%
VIA
214
Vantage Investment Advisors
Pennsylvania
$456K -$47.9K -4,672 -10%
AFP
215
Ausdal Financial Partners
Iowa
$455K +$43.1K +4,208 +10%
DWM
216
Destination Wealth Management
California
$453K -$12.4K -1,208 -3%
HIC
217
Hartline Investment Corp
Illinois
$449K -$3.36K -328 -0.7%
TFS
218
TrustCore Financial Services
Tennessee
$446K +$20.6K +2,008 +5%
PA
219
PFG Advisors
Arizona
$442K +$118K +12,400 +36%
CCM
220
Carlson Capital Management
Minnesota
$439K +$222K +21,680 +103%
CA
221
Continuum Advisory
Idaho
$430K +$29.6K +2,872 +7%
FLA
222
Financial Life Advisors
Texas
$421K -$19.8K -1,936 -5%
B
223
Bailard
California
$412K -$6.57K -640 -2%
BAM
224
Belpointe Asset Management
Nevada
$401K +$401K +39,128 New
LFS
225
Lutz Financial Services
Nebraska
$386K +$19.8K +1,928 +5%
7 8
9
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