We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

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

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

53.21% more ownership

Funds ownership: 325.6%378.82% (+53%)

51% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 100

18% more capital invested

Capital invested by funds: $2.21B → $2.61B (+$395M)

13% more funds holding in top 10

Funds holding in top 10: 4045 (+5)

7% more funds holding

Funds holding: 331354 (+23)

Holders
354
Holders Change
+23
Holders Change %
+6.95%
% of All Funds
8.1%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$763M +$50.4M +5,409,360 +7%
APP
2
Avantax Planning Partners
Iowa
$275M +$6.86M +737,144 +3%
FEG
3
Fund Evaluation Group
Ohio
$103M +$102M +10,904,480 New
Mariner
4
Mariner
Kansas
$69.8M +$654K +70,296 +1%
MAM
5
Marquette Asset Management
Minnesota
$69.7M -$1.17M -125,832 -2%
MG
6
Mather Group
Illinois
$64.2M +$30.5M +3,278,888 +94%
UCFA
7
United Capital Financial Advisors
Texas
$61.8M +$2.42M +260,208 +4%
TIM
8
Total Investment Management
Arizona
$51.6M +$90.1K +9,680 +0.2%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$44.8M
LPL Financial
10
LPL Financial
California
$41.1M +$1.02M +109,136 +3%
KF
11
Krilogy Financial
Missouri
$40.9M +$882K +94,760 +2%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.7M -$896K -96,232 -3%
BTS
13
BB&T Securities
Virginia
$31.7M +$3.2M +343,568 +11%
FMP
14
Financial Management Professionals
Texas
$30.1M +$29.6M +3,176,040 +237,728%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$24.2M +$1.01M +108,728 +4%
PFM
16
Parsec Financial Management
North Carolina
$23.5M +$1.22M +130,592 +6%
OIA
17
OneDigital Investment Advisors
Kansas
$22.2M +$812K +87,184 +4%
FCI
18
Financial Counselors Inc
Kansas
$20.7M +$183M +19,604,712 +855%
ML
19
McAdam LLC
Pennsylvania
$20M +$1.99M +213,832 +11%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$19.5M +$17.9M +1,922,448 +1,383%
HCM
21
Hengehold Capital Management
Ohio
$19.1M -$288K -30,880 -2%
Morgan Stanley
22
Morgan Stanley
New York
$18.2M +$3.13M +335,992 +21%
AG
23
Appleton Group
Wisconsin
$17.9M +$13.4M +1,444,592 +323%
Jane Street
24
Jane Street
New York
$17.7M +$4.63M +497,576 +36%
I
25
INVST
Indiana
$17.6M +$178K +19,168 +1%