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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

476 hedge funds and large institutions have $4.83B invested in Schwab US Large-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 168 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+8
Holders Change %
+1.71%
% of All Funds
10.45%
Holding in Top 10
72
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.35%
% of All Funds
1.58%
New
38
Increased
199
Reduced
168
Closed
29
Calls
$981K
Puts
$287K
Net Calls
+$694K
Net Calls Change
+$337K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$886M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$44.2M
3
FMP
Financial Management Professionals
Texas
+$26.2M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
+$25.4M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$19.6M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$23.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$19.7M
3
FEG
Fund Evaluation Group
Ohio
-$19.4M
4
CGFA
Colton Groome Financial Advisors
North Carolina
-$10M
5
WIA
World Investment Advisors
California
-$9.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
226
Total Investment Management
Arizona
$999K +$11.9K +1,136 +1%
BAC
227
Boys Arnold & Co
North Carolina
$994K +$137K +13,144 +16%
JWM
228
Janiczek Wealth Management
Colorado
$976K +$615K +58,544 +170%
PFA
229
Pinnacle Family Advisors
Missouri
$956K -$357K -33,944 -27%
LW
230
Linscomb Wealth
Texas
$945K – – –
TRCT
231
Tower Research Capital (TRC)
New York
$931K +$605K +57,656 +186%
ACA
232
Ackerman Capital Advisors
Texas
$924K -$2.1K -200 -0.2%
BAM
233
Berkshire Asset Management
Pennsylvania
$915K +$143K +13,600 +18%
WWM
234
Windsor Wealth Management
Indiana
$904K -$23.2K -2,264 -3%
PAMG
235
Patton Albertson Miller Group
Tennessee
$902K +$86.3K +8,224 +11%
V
236
Veritable
Delaware
$895K +$895K +85,200 New
William Blair & Company
237
William Blair & Company
Illinois
$889K +$152K +14,448 +21%
PFBT
238
Parkside Financial Bank & Trust
Missouri
$884K +$1.68K +160 +0.2%
CFGS
239
Concourse Financial Group Securities
Alabama
$876K +$198K +18,880 +29%
MCIA
240
Mountain Capital Investment Advisors
Colorado
$873K -$2.25M -214,328 -72%
CWM
241
Cornerstone Wealth Management
Missouri
$851K +$153K +14,544 +22%
WDL
242
Well Done LLC
Michigan
$838K -$315K -29,968 -27%
FAM
243
Foothills Asset Management
Arizona
$832K -$2.77K -264 -0.3%
CHA
244
Carmichael Hill & Associates
Maryland
$830K -$78.2K -7,448 -9%
CI
245
Chartist Inc
California
$819K +$459K +30,352 +127%
BA
246
Bristlecone Advisors
Washington
$814K -$83.2K -7,928 -9%
VCA
247
Verdence Capital Advisors
Maryland
$808K +$234K +22,256 +41%
OFG
248
Omega Financial Group
California
$803K +$20.5K +1,952 +3%
JC
249
Jentner Corp
Ohio
$798K +$12.8K +1,216 +2%
TF
250
Trek Financial
Arizona
$795K -$49.3K -4,696 -6%
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