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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 %
DBRC
351
D.B. Root & Company
Pennsylvania
$203K +$203K +20,416 New
SCA
352
STALEY CAPITAL ADVISERS
Pennsylvania
$203K +$203K +20,416 New
WP
353
WealthPLAN Partners
Nebraska
$202K +$202K +20,064 New
GG
354
GenWealth Group
New Jersey
$202K +$202K +20,168 New
FRA
355
Front Row Advisors
California
$195K +$79 +8 +0%
PGWM
356
Parisi Gray Wealth Management
New Jersey
$190K – – –
AWM
357
Avior Wealth Management
Nebraska
$187K +$40.6K +4,112 +28%
WCM
358
Whitener Capital Management
North Carolina
$161K – – –
PCP
359
Proficio Capital Partners
Massachusetts
$159K – – –
FHA
360
First Horizon Advisors
Tennessee
$146K -$26.2K -2,648 -15%
DAM
361
Delta Asset Management
Tennessee
$143K – – –
PNC Financial Services Group
362
PNC Financial Services Group
Pennsylvania
$143K +$16.3K +1,640 +13%
GWM
363
Geneos Wealth Management
Colorado
$138K -$7.89K -800 -5%
HCM
364
Horan Capital Management
Maryland
$133K – – –
PA
365
Parallel Advisors
California
$132K +$15K +1,512 +13%
SQA
366
Simon Quick Advisors
New Jersey
$108K +$108K +10,864 New
IF
367
Ironwood Financial
Arizona
$104K -$8.22K -824 -7%
SWA
368
Sutton Wealth Advisors
Florida
$103K – – –
CFB
369
Cullen/Frost Bankers
Texas
$101K +$101K +10,160 New
Bessemer Group
370
Bessemer Group
New Jersey
$95K +$95K +9,568 New
RFC
371
Regions Financial Corp
Alabama
$94K – – –
PAI
372
Pittenger & Anderson Inc
Nebraska
$87K – – –
TAIM
373
TD Ameritrade Investment Management
Nebraska
$86K +$7.46K +752 +9%
BlackRock
374
BlackRock
New York
$85K -$17.6K -1,792 -17%
SFG
375
SevenBridge Financial Group
Pennsylvania
$84K +$76.6K +7,728 +1,039%
13 14
15
16 17