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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 %
CWS
276
Cypress Wealth Services
California
$412K -$550K -55,424 -57%
TRCT
277
Tower Research Capital (TRC)
New York
$407K -$102K -10,280 -20%
APA
278
American Portfolios Advisors
New York
$407K +$405K +40,792 +22,170%
FAIM
279
Financial Advocates Investment Management
Washington
$395K +$63.9K +6,448 +19%
AFP
280
Ausdal Financial Partners
Iowa
$391K +$14.6K +1,472 +4%
IWC
281
Integrated Wealth Concepts
Massachusetts
$390K +$397 +40 +0.1%
CWM
282
Cabot Wealth Management
Massachusetts
$385K -$28.9K -2,904 -7%
CA
283
Continuum Advisory
Idaho
$377K -$44.9K -4,464 -11%
AWE
284
Avidian Wealth Enterprises
Texas
$373K – – –
MIP
285
Marietta Investment Partners
Wisconsin
$372K -$30.2K -3,040 -8%
Prudential Financial
286
Prudential Financial
New Jersey
$372K +$89.8K +9,048 +32%
GSWM
287
Golden State Wealth Management
California
$369K +$369K +37,152 New
BDF
288
Black Diamond Financial
Maryland
$363K -$135K -13,624 -27%
SLF
289
Sun Life Financial
Ontario, Canada
$363K – – –
JWM
290
Janiczek Wealth Management
Colorado
$362K +$11.2K +1,128 +3%
AMCA
291
Arthur M. Cohen & Associates
Illinois
$360K +$360K +36,240 New
CAG
292
Csenge Advisory Group
Florida
$359K -$14.1K -1,416 -4%
BPB
293
Badgley, Phelps & Bell
Washington
$356K +$69.8K +7,032 +24%
LFS
294
Lutz Financial Services
Nebraska
$354K -$73.3K -7,376 -17%
Stifel Financial
295
Stifel Financial
Missouri
$353K +$353K +35,592 New
PSUF
296
People's United Financial
Connecticut
$350K +$48.5K +4,880 +16%
VFA
297
Valeo Financial Advisors
Indiana
$349K -$2.86K -288 -0.8%
OCM
298
Orser Capital Management
Texas
$344K -$40.5K -4,080 -11%
LBC
299
Lowe Brockenbrough & Co
Virginia
$343K -$5.33K -536 -2%
SCA
300
Strategic Capital Advisers
Colorado
$329K -$4.92K -496 -1%
10 11
12
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