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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.

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
CSPIA
2
Cary Street Partners Investment Advisory
Virginia
$28.4M
3
Bank of America
3
Bank of America
North Carolina
$28.3M
4
HWA
4
HHM Wealth Advisors
Tennessee
$17.1M
5
RCA
5
Reitz Capital Advisors
Michigan
$15.6M

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
AG
5
Appleton Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$727M 10,548,106 -362,943 -3%
APP
2
Avantax Planning Partners
Iowa
$247M 3,576,720 -70,440 -2%
MG
3
Mather Group
Illinois
$88.1M 1,277,741 +99,745 +8%
Mariner
4
Mariner
Kansas
$73.5M 1,066,591 +121,886 +13%
FEG
5
Fund Evaluation Group
Ohio
$64.5M 935,445 -162,487 -15%
MAM
6
Marquette Asset Management
Minnesota
$60.3M 875,363 -34,435 -4%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$59.7M 866,449 +12,149 +1%
UCFA
8
United Capital Financial Advisors
Texas
$53.8M 779,836 -7,284 -0.9%
SEI Investments
9
SEI Investments
Pennsylvania
$49.1M 711,982 +710,310 +42,483%
LPL Financial
10
LPL Financial
California
$41.7M 605,048 +54,798 +10%
KF
11
Krilogy Financial
Missouri
$38.3M 555,820 +17,009 +3%
BTS
12
BB&T Securities
Virginia
$33.1M 480,615 +30,038 +7%
CSPIA
13
Cary Street Partners Investment Advisory
Virginia
$28.4M 41,138 +41,138 New
Bank of America
14
Bank of America
North Carolina
$28.3M 410,797 +257,732 +168%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.3M 410,371 -15,064 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$24.6M 357,495 +86,832 +32%
PFM
17
Parsec Financial Management
North Carolina
$23.7M 343,181 +15,525 +5%
ML
18
McAdam LLC
Pennsylvania
$20.4M 296,560 +21,047 +8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$20.4M 295,609 +55,993 +23%
Wells Fargo
20
Wells Fargo
California
$20.3M 294,435 +64,454 +28%
PFG
21
Piershale Financial Group
Illinois
$20M 290,182 -9,813 -3%
FCI
22
Financial Counselors Inc
Kansas
$19.2M 278,468 +18,348 +7%
OIA
23
OneDigital Investment Advisors
Kansas
$19M 275,299 -26,507 -9%
GAM
24
Gemmer Asset Management
California
$18M 261,279 +25,357 +11%
HWA
25
HHM Wealth Advisors
Tennessee
$17.1M 247,885 +247,885 New
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