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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 %
LFAS
351
Level Four Advisory Services
Texas
$288K – – –
KeyBank National Association
352
KeyBank National Association
Ohio
$286K – – –
KFA
353
Kays Financial Advisory
Georgia
$286K +$24.4K +2,328 +9%
ZIM
354
Zacks Investment Management
Illinois
$285K -$27.5K -2,624 -9%
SAM
355
SignalPoint Asset Management
Missouri
$285K +$11K +1,048 +4%
SWA
356
Sutton Wealth Advisors
Florida
$284K +$177K +16,896 +167%
KFGK
357
Keystone Financial Group (Kentucky)
Kentucky
$283K -$47.4K -4,512 -14%
TP
358
Tranquility Partners
Tennessee
$281K – – –
SA
359
SRH Advisors
Kansas
$276K +$84 +8 +0%
PIMG
360
Patriot Investment Management Group
Tennessee
$272K +$9.18K +880 +3%
CB
361
Commerce Bank
Missouri
$271K – – –
CDIA
362
Capital Directions Investment Advisors
Georgia
$271K – – –
RFN
363
RDA Financial Network
Iowa
$269K +$269K +24,008 New
HFA
364
Hoover Financial Advisors
Pennsylvania
$268K -$26K -2,480 -9%
DLCIG
365
D.L. Carlson Investment Group
New Hampshire
$266K -$26.2K -2,496 -9%
DWT
366
Dorsey & Whitney Trust
South Dakota
$264K – – –
Northern Trust
367
Northern Trust
Illinois
$261K – – –
TCM
368
Tradewinds Capital Management
Washington
$261K +$252 +24 +0.1%
SL
369
Summitry LLC
California
$259K +$7.22K +688 +3%
WWM
370
Western Wealth Management
Colorado
$256K +$256K +24,352 New
CWM
371
Cabot Wealth Management
Massachusetts
$254K +$756 +72 +0.3%
GSWM
372
Golden State Wealth Management
California
$253K – – –
TI
373
Trexquant Investment
Connecticut
$250K +$250K +23,768 New
HWA
374
Heritage Wealth Advisors
Virginia
$245K -$191K -18,264 -44%
MCP
375
Mirador Capital Partners
California
$245K -$2.6K -248 -1%
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15
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