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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 %
CAG
276
Csenge Advisory Group
Florida
$572K -$6.64K -632 -1%
OC
277
Oarsman Capital
Wisconsin
$572K +$5.72K +544 +1%
LRPA
278
L. Roy Papp & Associates
Arizona
$568K -$65.5K -6,240 -10%
SNBOSD
279
Security National Bank of So Dak
Iowa
$559K -$36.3K -3,456 -6%
JIC
280
Johnson Investment Counsel
Ohio
$555K +$1.77K +168 +0.3%
WAM
281
Wealthspire Advisors (Maryland)
Maryland
$546K -$59.8K -5,696 -10%
AA
282
Apriem Advisors
California
$543K -$90.4K -8,600 -14%
LJAC
283
L.J. Altfest & Co
New York
$542K -$14.2K -1,352 -3%
Cerity Partners
284
Cerity Partners
New York
$534K -$125K -11,912 -19%
FLA
285
Financial Life Advisors
Texas
$532K -$11.2K -1,064 -2%
BWA
286
Burt Wealth Advisors
Maryland
$525K – – –
EWM
287
Empirical Wealth Management
Washington
$524K +$248K +23,592 +90%
NCM
288
Northwest Capital Management
Oregon
$515K – – –
BDF
289
Black Diamond Financial
Maryland
$509K +$171K +16,280 +51%
CCB
290
Cutter & Co Brokerage
Missouri
$503K -$1.51K -144 -0.3%
TFS
291
TrustCore Financial Services
Tennessee
$492K +$1.51K +144 +0.3%
FI
292
FormulaFolio Investments
Michigan
$473K -$151K -14,424 -24%
FCA
293
FinTrust Capital Advisors
South Carolina
$458K -$23.4K -2,232 -5%
JPMPWA
294
J.P. Morgan Private Wealth Advisors
California
$447K +$96.6K +9,200 +28%
AA
295
Ancora Advisors
Ohio
$443K +$6.22K +592 +1%
GRP
296
Global Retirement Partners
California
$441K -$2.27K -216 -0.5%
SFS
297
Summit Financial Strategies
Ohio
$438K +$252 +24 +0.1%
AMG
298
Asset Management Group
Connecticut
$431K +$1.09K +104 +0.3%
MWA
299
Martel Wealth Advisors
Washington
$424K -$26.9K -2,560 -6%
SFG
300
SNS Financial Group
Minnesota
$420K -$107K -10,192 -20%
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