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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

559 hedge funds and large institutions have $4.6B invested in Schwab US Large-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 211 increasing their positions, 161 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+83
Holders Change %
+17.44%
% of All Funds
11.04%
Holding in Top 10
85
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.06%
% of All Funds
1.68%
New
118
Increased
211
Reduced
161
Closed
29
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$395K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$59.1M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$162M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.12B
4
PCIA
Prime Capital Investment Advisors
Kansas
$29.7M
5
MG
Mather Group
Illinois
$167M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$55.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
GC
Gratus Capital
Georgia
$17M
4
HGWM
Harvest Group Wealth Management
Massachusetts
$57K
5
MAM
Marquette Asset Management
Minnesota
$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
226
Frontier Wealth Management
Missouri
$1.59M -$109K -9,360 -6%
PCMC
227
Private Capital Management (Colorado)
Colorado
$1.59M – – –
ATWA
228
Arbor Trust Wealth Advisors
Michigan
$1.58M +$1.58M +135,920 New
PPA
229
Parametric Portfolio Associates
Washington
$1.56M +$1.56M +134,712 New
SS
230
Sunbelt Securities
Texas
$1.53M +$1.53M +131,528 New
RWRC
231
R.W. Roge & Company
New York
$1.5M +$1.5M +127,048 New
JWCA
232
J.W. Cole Advisors
Florida
$1.49M +$1.49M +128,104 New
BCWM
233
Bartlett & Co Wealth Management
Ohio
$1.46M -$3.81K -328 -0.3%
ECG
234
Edge Capital Group
Georgia
$1.45M +$929 +80 +0.1%
LFPWM
235
Leicht Financial Planning & Wealth Management
New Jersey
$1.43M -$497K -42,776 -26%
ICM
236
Islay Capital Management
Texas
$1.35M +$1.35M +116,280 New
OAJ
237
Ogorek Anthony Joseph
New York
$1.33M -$2.67M -229,768 -67%
JFG
238
JMG Financial Group
Illinois
$1.32M – – –
VCA
239
Verdence Capital Advisors
Maryland
$1.3M +$409K +35,216 +46%
EH
240
Equitable Holdings
New York
$1.28M +$1.28M +110,488 New
SHJ
241
Sharkey, Howes & Javer
Colorado
$1.27M -$74.2K -6,392 -6%
CWM
242
Chicago Wealth Management
Illinois
$1.26M +$1.26M +108,664 New
MPM
243
Meritage Portfolio Management
Kansas
$1.26M +$389K +33,480 +45%
DSC
244
Duncker Streett & Co
Missouri
$1.25M +$127K +10,952 +11%
CIAS
245
Capital Investment Advisory Services
North Carolina
$1.21M -$713K -61,368 -37%
Renaissance Technologies
246
Renaissance Technologies
New York
$1.21M +$1.21M +104,000 New
TCM
247
Towercrest Capital Management
Pennsylvania
$1.2M -$3.72K -320 -0.3%
AWMG
248
Alliance Wealth Management Group
New Jersey
$1.2M -$3.72K -320 -0.3%
LNC
249
Lincoln National Corp
Pennsylvania
$1.19M +$23.3K +2,008 +2%
TAM
250
Townsend Asset Management
North Carolina
$1.19M +$1.19M +102,616 New
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