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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 %
CF
326
Centaurus Financial
California
$342K -$4.45K -424 -1%
IWM
327
IHT Wealth Management
Illinois
$339K +$339K +32,224 New
Janney Montgomery Scott
328
Janney Montgomery Scott
Pennsylvania
$338K +$23.3K +2,216 +7%
FSWA
329
Financial Synergies Wealth Advisors
Texas
$331K +$756 +72 +0.2%
RA
330
Riversedge Advisors
Delaware
$330K – – –
APSP
331
Asset Planning Services (Pennsylvania)
Pennsylvania
$324K +$420 +40 +0.1%
MOS
332
MGO One Seven
Ohio
$324K +$324K +30,832 New
MMHP
333
Murphy Middleton Hinkle & Parker
Georgia
$323K +$17K +1,616 +6%
PP
334
Pegasus Partners
Wisconsin
$321K – – –
TWA
335
TCI Wealth Advisors
Arizona
$319K – – –
MI
336
Moneywise Inc
Virginia
$311K -$5.3K -504 -2%
EK
337
Evensky & Katz
Florida
$311K +$252 +24 +0.1%
CM
338
Columbus Macro
Pennsylvania
$310K +$76.3K +7,272 +33%
CIA
339
Capital Investment Advisors
Georgia
$308K +$28.9K +2,752 +10%
BW
340
Bison Wealth
Georgia
$307K -$668K -63,568 -69%
CSIC
341
Clifford Swan Investment Counsel
California
$307K – – –
BAM
342
Belpointe Asset Management
Nevada
$307K +$307K +29,264 New
CA
343
Continuum Advisory
Idaho
$305K -$26.3K -2,528 -8%
VHAM
344
Van Hulzen Asset Management
California
$301K – – –
W
345
Wealthquest
Ohio
$297K -$108K -10,328 -27%
RWP
346
RWA Wealth Partners
Massachusetts
$296K +$296K +28,152 New
CAM
347
Crestone Asset Management
Colorado
$294K – – –
BRWA
348
B. Riley Wealth Advisors
Florida
$291K -$673 -64 -0.2%
Prudential Financial
349
Prudential Financial
New Jersey
$290K -$239K -22,776 -45%
SG
350
StoneX Group
New York
$289K +$84 +8 +0%
12 13
14
15 16