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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 %
MPM
251
Meritage Portfolio Management
Kansas
$784K +$405K +38,560 +107%
FA
252
Financial Advisors
Massachusetts
$728K +$9.75K +928 +1%
GLA
253
Good Life Advisors
Pennsylvania
$726K +$69.6K +6,616 +11%
NL
254
NWAM LLC
Washington
$724K – – –
DT
255
Diversified Trust
Tennessee
$705K – – –
YWP
256
YorkBridge Wealth Partners
New York
$688K -$3.7K -352 -0.5%
WIC
257
Whitegate Investment Counselors
New Hampshire
$688K +$336 +32 +0%
BAMG
258
Brand Asset Management Group
Missouri
$684K +$46.3K +4,416 +7%
VNA
259
Valley National Advisers
Pennsylvania
$678K – – –
FA
260
FC Advisory
Pennsylvania
$675K -$42.8K -4,000 -6%
CWM
261
Chesapeake Wealth Management
Virginia
$674K +$178K +16,960 +36%
B
262
Bailard
California
$670K -$46.9K -4,472 -7%
S
263
SignatureFD
Georgia
$654K +$147K +14,000 +29%
WWM
264
WT Wealth Management
Arizona
$649K +$649K +61,832 New
GG
265
GenWealth Group
New Jersey
$643K +$313K +29,872 +95%
HSA
266
HBK Sorce Advisory
Pennsylvania
$637K +$12.7K +1,208 +2%
AFS
267
Access Financial Services
Minnesota
$633K – – –
WIA
268
Westbourne Investment Advisors
Maryland
$629K +$269K +25,656 +75%
IIC
269
Integrated Investment Consultants
Michigan
$622K – – –
JCM
270
Jacobsen Capital Management
Utah
$622K +$503 +48 +0.1%
APA
271
American Portfolios Advisors
New York
$619K +$76.3K +7,264 +14%
ACG
272
Allen Capital Group
Nebraska
$611K -$1.24M -118,800 -67%
Wealth Enhancement Advisory Services
273
Wealth Enhancement Advisory Services
Minnesota
$596K +$119K +11,272 +25%
DW
274
Domani Wealth
Pennsylvania
$595K +$118K +11,224 +25%
WA
275
Wealth Architects
California
$587K -$37.8K -3,600 -6%
9 10
11
12 13