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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
+$84.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$83.6M
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
-$17.7M
2
PFG
Piershale Financial Group
Illinois
-$11.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.67M
4
AG
Advisor Group
Arizona
-$6.3M
5
PL
Polianta Ltd
Jersey
-$6.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCWA
326
Vanguard Capital Wealth Advisors
Colorado
$255K -$52.6K -5,312 -17%
EWM
327
Empirical Wealth Management
Washington
$252K +$19.1K +1,928 +8%
DWT
328
Dorsey & Whitney Trust
South Dakota
$249K +$249K +25,120 New
TCM
329
Tradewinds Capital Management
Washington
$247K -$104K -10,504 -30%
Northern Trust
330
Northern Trust
Illinois
$247K – – –
PIMG
331
Patriot Investment Management Group
Tennessee
$246K +$246K +24,784 New
KFA
332
Kays Financial Advisory
Georgia
$243K -$4.85M -490,080 -95%
MCP
333
Mirador Capital Partners
California
$240K +$240K +24,120 New
SL
334
Summitry LLC
California
$237K +$237K +23,840 New
SAM
335
SignalPoint Asset Management
Missouri
$236K +$236K +23,808 New
BRWA
336
B. Riley Wealth Advisors
Florida
$228K +$228K +22,848 New
PFA
337
Paradigm Financial Advisors
Missouri
$227K +$227K +22,904 New
BSW
338
Buckingham Strategic Wealth
Missouri
$226K +$226K +22,808 New
Janney Montgomery Scott
339
Janney Montgomery Scott
Pennsylvania
$225K -$42.9K -4,320 -16%
CIR
340
Clear Investment Research
Georgia
$225K +$7.54K +760 +3%
RWM
341
RBA Wealth Management
California
$224K +$224K +22,080 New
TPW
342
Tiller Private Wealth
Pennsylvania
$224K +$224K +22,560 New
VDI
343
Vaughan David Investments
Illinois
$218K -$127K -12,800 -37%
ONB
344
Old National Bancorp
Indiana
$217K +$217K +21,864 New
BL
345
BFSG LLC
California
$216K +$216K +21,784 New
5L
346
55I LLC
Massachusetts
$215K -$40.3K -4,064 -16%
AW
347
ACG Wealth
Georgia
$214K +$214K +21,536 New
PFP
348
Pinnacle Financial Partners
Tennessee
$214K +$214K +21,600 New
PAM
349
Private Asset Management
California
$209K +$209K +21,040 New
MWM
350
Modera Wealth Management
New Jersey
$207K +$207K +20,840 New
12 13
14
15 16