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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 %
NCM
326
Northwest Capital Management
Oregon
$549K -$20.8K -1,792 -4%
TFS
327
TrustCore Financial Services
Tennessee
$545K – – –
HAS
328
HBW Advisory Services
California
$539K +$539K +46,384 New
JCM
329
Jacobsen Capital Management
Utah
$533K -$155K -13,384 -23%
AAS
330
Avantax Advisory Services
Texas
$525K +$525K +45,032 New
JPMPWA
331
J.P. Morgan Private Wealth Advisors
California
$519K +$24.9K +2,144 +5%
AFP
332
Ausdal Financial Partners
Iowa
$514K +$87.9K +7,256 +21%
FI
333
FormulaFolio Investments
Michigan
$509K -$14.1K -1,216 -3%
YWP
334
YorkBridge Wealth Partners
New York
$505K -$256K -22,016 -34%
AA
335
Ancora Advisors
Ohio
$501K +$11.4K +984 +2%
LF
336
LifeSteps Financial
California
$500K +$500K +43,056 New
FCA
337
FinTrust Capital Advisors
South Carolina
$499K -$6.87K -592 -1%
PSUF
338
People's United Financial
Connecticut
$490K +$89.1K +7,680 +22%
GRP
339
Global Retirement Partners
California
$485K -$2.51K -216 -0.5%
SFS
340
Summit Financial Strategies
Ohio
$484K +$186 +16 +0%
AMG
341
Asset Management Group
Connecticut
$479K +$2.14K +184 +0.4%
MIP
342
Marietta Investment Partners
Wisconsin
$473K +$11.5K +992 +2%
MWA
343
Martel Wealth Advisors
Washington
$467K -$1.39K -120 -0.3%
GBBWRPM
344
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$465K +$31.4K +2,704 +7%
WAM
345
Wealthspire Advisors (Maryland)
Maryland
$464K -$140K -12,040 -23%
RPGK
346
Retirement Planning Group (Kansas)
Kansas
$461K -$4.49M -386,312 -91%
SWM
347
Segment Wealth Management
Texas
$461K -$2.79K -240 -0.6%
CHP
348
Cable Hill Partners
Oregon
$452K -$1.21K -104 -0.3%
MMHP
349
Murphy Middleton Hinkle & Parker
Georgia
$449K +$91.2K +7,848 +25%
MC
350
Montag & Caldwell
Georgia
$445K +$37.3K +3,208 +9%
12 13
14
15 16