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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 %
SWM
301
Segment Wealth Management
Texas
$420K +$48.6K +4,624 +13%
AWA
302
Acorn Wealth Advisors
Michigan
$419K -$23K -2,080 -5%
MIP
303
Marietta Investment Partners
Wisconsin
$417K +$16.5K +1,568 +4%
PA
304
Paracle Advisors
Washington
$411K +$411K +39,200 New
CHP
305
Cable Hill Partners
Oregon
$410K -$57.2K -5,448 -12%
BP
306
Broadleaf Partners
Ohio
$409K +$99.6K +9,488 +32%
PGAM
307
Princeton Global Asset Management
New Jersey
$404K -$208K -19,976 -34%
Stifel Financial
308
Stifel Financial
Missouri
$398K +$41.2K +3,912 +12%
AWE
309
Avidian Wealth Enterprises
Texas
$395K – – –
GBBWRPM
310
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$392K +$145K +13,784 +58%
SLF
311
Sun Life Financial
Ontario, Canada
$384K – – –
LFS
312
Lutz Financial Services
Nebraska
$374K +$252 +24 +0.1%
AFP
313
Ausdal Financial Partners
Iowa
$369K -$29.3K -2,792 -7%
VFA
314
Valeo Financial Advisors
Indiana
$369K -$420 -40 -0.1%
SS
315
Simplicity Solutions
Minnesota
$369K +$71.3K +6,784 +24%
MC
316
Montag & Caldwell
Georgia
$369K +$90.6K +8,624 +33%
OCM
317
Orser Capital Management
Texas
$368K – – –
DWM
318
Destination Wealth Management
California
$367K -$60K -5,712 -14%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$367K +$2.18K +208 +0.6%
PA
320
Pinnacle Associates
New York
$365K +$365K +34,776 New
PSUF
321
People's United Financial
Connecticut
$363K -$6.64K -632 -2%
RIM
322
Regent Investment Management
Kentucky
$363K +$4.2K +400 +1%
SCA
323
Strategic Capital Advisers
Colorado
$360K +$5.88K +560 +2%
BPB
324
Badgley, Phelps & Bell
Washington
$344K -$32.7K -3,112 -9%
HIC
325
Hartline Investment Corp
Illinois
$343K +$23.9K +2,280 +7%
11 12
13
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