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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 %
SG
351
StoneX Group
New York
$445K +$125K +10,792 +39%
PA
352
Paragon Advisors
Texas
$445K +$445K +37,256 New
AWA
353
Acorn Wealth Advisors
Michigan
$444K -$3.4K -288 -0.8%
AWE
354
Avidian Wealth Enterprises
Texas
$437K – – –
CAG
355
Csenge Advisory Group
Florida
$429K -$204K -17,560 -32%
SLF
356
Sun Life Financial
Ontario, Canada
$425K – – –
Baird Financial Group
357
Baird Financial Group
Wisconsin
$422K +$422K +36,328 New
AMCA
358
Arthur M. Cohen & Associates
Illinois
$421K – – –
LFS
359
Lutz Financial Services
Nebraska
$414K +$186 +16 +0%
SWA
360
Sutton Wealth Advisors
Florida
$410K +$96.7K +8,328 +31%
VFA
361
Valeo Financial Advisors
Indiana
$408K – – –
DWM
362
Destination Wealth Management
California
$404K -$2.05K -176 -0.5%
OCM
363
Orser Capital Management
Texas
$398K -$3.71K -320 -0.9%
IWM
364
IHT Wealth Management
Illinois
$395K +$20.5K +1,768 +5%
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$393K -$13.3K -1,144 -3%
BDF
366
Black Diamond Financial
Maryland
$390K -$173K -14,880 -31%
MWM
367
MBE Wealth Management
Wisconsin
$390K +$390K +33,624 New
RIM
368
Regent Investment Management
Kentucky
$388K -$13.5K -1,160 -3%
APSP
369
Asset Planning Services (Pennsylvania)
Pennsylvania
$387K +$201 +16 +0.1%
Northern Trust
370
Northern Trust
Illinois
$381K +$92.8K +8,000 +32%
KFGK
371
Keystone Financial Group (Kentucky)
Kentucky
$379K +$66.5K +5,728 +21%
SCA
372
Strategic Capital Advisers
Colorado
$377K -$20.7K -1,784 -5%
CF
373
Centaurus Financial
California
$377K -$1.67K -144 -0.4%
FSWA
374
Financial Synergies Wealth Advisors
Texas
$368K +$1.77K +152 +0.5%
RA
375
Riversedge Advisors
Delaware
$366K -$5.2K -448 -1%
13 14
15
16 17