SCHG icon

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 %
GCA
251
Genesee Capital Advisors
New York
$1.18M +$26.4K +2,272 +2%
FNBOO
252
First National Bank of Omaha
Nebraska
$1.18M +$45K +3,880 +4%
SC
253
Savant Capital
Illinois
$1.18M +$93 +8 +0%
MWM
254
Meridian Wealth Management
Kentucky
$1.17M -$20K -1,720 -2%
Fidelity Investments
255
Fidelity Investments
Massachusetts
$1.16M +$3.53K +304 +0.3%
LCM
256
Liberty Capital Management
Michigan
$1.14M +$21.1K +1,816 +2%
SHA
257
Seneca House Advisors
Virginia
$1.11M -$434K -37,376 -28%
BAC
258
Boys Arnold & Co
North Carolina
$1.11M +$836 +72 +0.1%
TIM
259
Total Investment Management
Arizona
$1.11M +$3.35K +288 +0.3%
GSWM
260
Golden State Wealth Management
California
$1.11M +$829K +71,344 +297%
EWM
261
Edge Wealth Management
New York
$1.1M -$46.3K -3,992 -4%
JWM
262
Janiczek Wealth Management
Colorado
$1.09M +$14.1K +1,216 +1%
BA
263
Bristlecone Advisors
Washington
$1.07M +$174K +14,952 +19%
LW
264
Linscomb Wealth
Texas
$1.06M +$14.6K +1,256 +1%
CWM
265
Chesapeake Wealth Management
Virginia
$1.06M +$314K +27,080 +42%
SWPG
266
Strategic Wealth Partners Group
Illinois
$1.05M +$1.05M +90,320 New
CWM
267
Cornerstone Wealth Management
Missouri
$1.05M +$105K +9,080 +11%
PFA
268
Pinnacle Family Advisors
Missouri
$1.03M -$22.9K -1,968 -2%
WWM
269
Windsor Wealth Management
Indiana
$1.03M – – –
GG
270
GenWealth Group
New Jersey
$1.02M +$313K +26,928 +44%
FC
271
Fusion Capital
South Carolina
$995K +$995K +85,696 New
PAMG
272
Patton Albertson Miller Group
Tennessee
$982K -$16K -1,376 -2%
William Blair & Company
273
William Blair & Company
Illinois
$974K -$9.29K -800 -0.9%
PFBT
274
Parkside Financial Bank & Trust
Missouri
$973K -$4.46K -384 -0.5%
PCM
275
Penserra Capital Management
California
$972K +$972K +83,712 New
9 10
11
12 13