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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.

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
1
Financial Engines Advisors
California
$895M
2
MG
2
Mather Group
Illinois
$96.6M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$70.1M
4
DP
4
Denver PWM
Colorado
$13.3M
5
PFG
5
Piershale Financial Group
Illinois
$24.6M

Top Sellers

1
FCI
1
Financial Counselors Inc
Kansas
$21.3M
2
FEG
2
Fund Evaluation Group
Ohio
$90.1M
3
Jane Street
3
Jane Street
New York
$4.87M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.64M
5
ACM
5
Alpha Capital Management
Texas
$7.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$895M 10,911,049 +846,846 +8%
APP
2
Avantax Planning Partners
Iowa
$299M 3,647,160 +12,833 +0.4%
MG
3
Mather Group
Illinois
$96.6M 1,177,996 +330,562 +39%
FEG
4
Fund Evaluation Group
Ohio
$90.1M 1,097,932 -265,128 -19%
Mariner
5
Mariner
Kansas
$77.5M 944,705 +24,167 +3%
MAM
6
Marquette Asset Management
Minnesota
$74.6M 909,798 -10,387 -1%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$70.1M 854,300 +228,649 +37%
UCFA
8
United Capital Financial Advisors
Texas
$64.6M 787,120 -28,114 -3%
TIM
9
Total Investment Management
Arizona
$55.7M 679,537 -1,678 -0.2%
LPL Financial
10
LPL Financial
California
$45.1M 550,250 +8,384 +2%
KF
11
Krilogy Financial
Missouri
$44.2M 538,811 -512 -0.1%
BTS
12
BB&T Securities
Virginia
$37M 450,577 +31,884 +8%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34.9M 425,435 -19,393 -4%
FMP
14
Financial Management Professionals
Texas
$32M 389,987 -7,185 -2%
PFM
15
Parsec Financial Management
North Carolina
$26.9M 327,656 +17,216 +6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$25.3M 308,805 -10,532 -3%
OIA
17
OneDigital Investment Advisors
Kansas
$24.8M 301,806 +8,661 +3%
PFG
18
Piershale Financial Group
Illinois
$24.6M 299,995 +90,896 +43%
ML
19
McAdam LLC
Pennsylvania
$22.6M 275,513 +11,360 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$22.2M 270,663 +12,976 +5%
FCI
21
Financial Counselors Inc
Kansas
$21.3M 260,120 -2,476,990 -90%
Morgan Stanley
22
Morgan Stanley
New York
$20.9M 255,147 +14,771 +6%
AG
23
Appleton Group
Wisconsin
$20M 244,191 +7,697 +3%
AA
24
Apriem Advisors
California
$19.9M 242,361 +23,599 +11%
HCM
25
Hengehold Capital Management
Ohio
$19.7M 239,765 -11,728 -5%
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