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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 %
ACA
301
Ascension Capital Advisors
Texas
$729K +$729K +62,808 New
S
302
SignatureFD
Georgia
$723K – – –
AFS
303
Access Financial Services
Minnesota
$723K +$23.2K +2,000 +3%
BAM
304
Berkshire Asset Management
Pennsylvania
$722K -$291K -25,032 -29%
APA
305
American Portfolios Advisors
New York
$710K +$25.7K +2,216 +4%
OC
306
Oarsman Capital
Wisconsin
$710K +$77.9K +6,712 +12%
HSA
307
HBK Sorce Advisory
Pennsylvania
$704K – – –
IIC
308
Integrated Investment Consultants
Michigan
$688K – – –
SWM
309
Southern Wealth Management
Texas
$673K +$673K +57,968 New
Wealth Enhancement Advisory Services
310
Wealth Enhancement Advisory Services
Minnesota
$669K +$14.4K +1,240 +2%
WA
311
Wealth Architects
California
$650K – – –
EWM
312
Empirical Wealth Management
Washington
$643K +$63.8K +5,496 +11%
PA
313
PSI Advisors
Florida
$626K +$626K +53,920 New
ACG
314
Allen Capital Group
Nebraska
$621K -$59.1K -5,088 -9%
SNBOSD
315
Security National Bank of So Dak
Iowa
$618K – – –
LJAC
316
L.J. Altfest & Co
New York
$602K +$2.05K +176 +0.3%
AA
317
Apriem Advisors
California
$596K -$3.62K -312 -0.6%
LRPA
318
L. Roy Papp & Associates
Arizona
$595K -$33.1K -2,848 -5%
SW
319
SkyOak Wealth
Michigan
$595K +$595K +51,192 New
FLA
320
Financial Life Advisors
Texas
$586K -$2.23K -192 -0.4%
BP
321
Broadleaf Partners
Ohio
$582K +$129K +11,136 +29%
BWA
322
Burt Wealth Advisors
Maryland
$581K – – –
Stifel Financial
323
Stifel Financial
Missouri
$563K +$124K +10,728 +28%
JIC
324
Johnson Investment Counsel
Ohio
$562K -$51.6K -4,440 -8%
CCB
325
Cutter & Co Brokerage
Missouri
$557K +$836 +72 +0.2%
11 12
13
14 15