SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

441 hedge funds and large institutions have $3.42B invested in Schwab US Large-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 185 increasing their positions, 136 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+33
Holders Change %
+8.09%
% of All Funds
9.56%
Holding in Top 10
66
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.86%
% of All Funds
1.43%
New
70
Increased
185
Reduced
136
Closed
31
Calls
$548K
Puts
–
Net Calls
+$548K
Net Calls Change
+$148K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$923M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$87.2M
3
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$30.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$30.2M
5
AssetMark Inc
AssetMark Inc
California
$26.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$14.9M
2
PFG
Piershale Financial Group
Illinois
$11.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$14.8M
4
AG
Advisor Group
Arizona
$2.96M
5
PL
Polianta Ltd
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
226
Foothills Asset Management
Arizona
$683K +$60.3K +6,072 +10%
BCM
227
Breiter Capital Management
Florida
$683K +$683K +76,144 New
B
228
Bailard
California
$678K +$279K +28,152 +70%
FA
229
Financial Advisors
Massachusetts
$675K +$30.3K +3,048 +5%
WAM
230
Wealthspire Advisors (Maryland)
Maryland
$670K +$97.2K +9,784 +17%
NL
231
NWAM LLC
Washington
$667K -$238 -24 -0%
DT
232
Diversified Trust
Tennessee
$666K +$666K +67,120 New
YWP
233
YorkBridge Wealth Partners
New York
$662K +$794 +80 +0.1%
WIC
234
Whitegate Investment Counselors
New Hampshire
$643K +$21K +2,112 +3%
VNA
235
Valley National Advisers
Pennsylvania
$641K -$156K -15,712 -20%
FTUS
236
Flow Traders U.S.
New York
$641K +$641K +64,552 New
AWA
237
Acorn Wealth Advisors
Michigan
$632K -$270K -26,408 -30%
HSA
238
HBK Sorce Advisory
Pennsylvania
$631K -$303K -30,536 -32%
CW
239
CreativeOne Wealth
Kansas
$623K +$623K +62,736 New
WA
240
Wealth Architects
California
$621K -$11.9K -1,200 -2%
GLA
241
Good Life Advisors
Pennsylvania
$617K +$37.3K +3,768 +6%
BPWA
242
Beacon Pointe Wealth Advisors
California
$613K -$266K -26,808 -30%
AFS
243
Access Financial Services
Minnesota
$599K -$119K -12,000 -17%
BAMG
244
Brand Asset Management Group
Missouri
$591K +$166K +16,704 +39%
IIC
245
Integrated Investment Consultants
Michigan
$588K – – –
BAM
246
Berkshire Asset Management
Pennsylvania
$588K +$588K +59,176 New
OC
247
Oarsman Capital
Wisconsin
$571K -$1.16M -117,216 -67%
OFG
248
Omega Financial Group
California
$548K +$548K +55,216 New
LJAC
249
L.J. Altfest & Co
New York
$545K +$11.9K +1,200 +2%
FLA
250
Financial Life Advisors
Texas
$542K +$151K +15,208 +39%
8 9
10
11 12