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
+$55.3M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$20.5M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$14M
5
MG
Mather Group
Illinois
+$12.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$974M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$19.8M
3
GC
Gratus Capital
Georgia
-$11.2M
4
HGWM
Harvest Group Wealth Management
Massachusetts
-$11.2M
5
MAM
Marquette Asset Management
Minnesota
-$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
276
Foothills Asset Management
Arizona
$971K +$51.6K +4,440 +6%
CFGS
277
Concourse Financial Group Securities
Alabama
$959K -$10.1K -872 -1%
OFG
278
Omega Financial Group
California
$932K +$43.4K +3,736 +5%
SIAS
279
Shine Investment Advisory Services
Colorado
$882K -$282K -24,288 -24%
Cerity Partners
280
Cerity Partners
New York
$882K +$291K +25,088 +49%
FEM
281
Fulcrum Equity Management
Texas
$878K +$878K +75,592 New
CI
282
Chartist Inc
California
$872K +$84.1K +5,784 +11%
JC
283
Jentner Corp
Ohio
$867K -$15.3K -1,320 -2%
WIA
284
Westbourne Investment Advisors
Maryland
$852K +$156K +13,384 +22%
WWM
285
WT Wealth Management
Arizona
$841K +$124K +10,656 +17%
CHA
286
Carmichael Hill & Associates
Maryland
$840K -$77.7K -6,696 -8%
GLA
287
Good Life Advisors
Pennsylvania
$826K +$25.5K +2,200 +3%
FA
288
Financial Advisors
Massachusetts
$824K +$19.3K +1,664 +2%
TF
289
Trek Financial
Arizona
$811K -$67.5K -5,816 -8%
NL
290
NWAM LLC
Washington
$801K – – –
IAN
291
Integrated Advisors Network
Texas
$799K +$799K +68,768 New
DT
292
Diversified Trust
Tennessee
$780K – – –
ACA
293
Ackerman Capital Advisors
Texas
$779K -$242K -20,872 -24%
DW
294
Domani Wealth
Pennsylvania
$764K +$105K +9,048 +16%
AIP
295
Almanack Investment Partners
Pennsylvania
$763K -$6.99M -601,232 -90%
WIC
296
Whitegate Investment Counselors
New Hampshire
$762K +$1.3K +112 +0.2%
BAMG
297
Brand Asset Management Group
Missouri
$751K -$5.85K -504 -0.8%
VNA
298
Valley National Advisers
Pennsylvania
$749K – – –
FA
299
FC Advisory
Pennsylvania
$744K +$1.04K +88 +0.1%
B
300
Bailard
California
$741K – – –
10 11
12
13 14