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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 %
MPM
251
Meritage Portfolio Management
Kansas
$540K -$4.1M -412,952 -88%
SNBOSD
252
Security National Bank of So Dak
Iowa
$539K – – –
CFGS
253
Concourse Financial Group Securities
Alabama
$535K -$1.19M -120,224 -69%
PGAM
254
Princeton Global Asset Management
New Jersey
$519K +$519K +52,368 New
FCA
255
FinTrust Capital Advisors
South Carolina
$511K -$45.9K -4,624 -8%
JPMPWA
256
J.P. Morgan Private Wealth Advisors
California
$507K +$54.1K +5,448 +12%
BWA
257
Burt Wealth Advisors
Maryland
$494K -$4.09M -411,656 -89%
CI
258
Chartist Inc
California
$493K +$121K +7,720 +33%
LRPA
259
L. Roy Papp & Associates
Arizona
$492K -$48.6K -4,896 -9%
S
260
SignatureFD
Georgia
$489K -$9.93K -1,000 -2%
NCM
261
Northwest Capital Management
Oregon
$487K -$52.8K -5,320 -10%
GRP
262
Global Retirement Partners
California
$479K +$3.58K +360 +0.8%
CCB
263
Cutter & Co Brokerage
Missouri
$477K +$1.59K +160 +0.3%
TFS
264
TrustCore Financial Services
Tennessee
$475K +$475K +47,808 New
CP
265
Camelot Portfolios
Ohio
$473K +$237K +23,816 +100%
CHP
266
Cable Hill Partners
Oregon
$473K +$439K +44,176 +1,275%
MWA
267
Martel Wealth Advisors
Washington
$441K +$8.98K +904 +2%
TWA
268
TCI Wealth Advisors
Arizona
$440K +$132K +13,336 +43%
Millennium Management
269
Millennium Management
New York
$435K +$435K +43,856 New
W
270
Wealthquest
Ohio
$432K +$33.8K +3,400 +8%
DWM
271
Destination Wealth Management
California
$426K +$50.6K +5,096 +13%
DW
272
Domani Wealth
Pennsylvania
$425K -$117K -11,784 -22%
HIC
273
Hartline Investment Corp
Illinois
$423K -$9.07K -912 -2%
CBFP
274
Cedar Brook Financial Partners
Ohio
$422K +$422K +42,552 New
AA
275
Ancora Advisors
Ohio
$413K +$1.83K +184 +0.4%
9 10
11
12 13