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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 %
PC
376
Permanens Capital
New York
$84K +$84K +8,440 New
TL
377
TrueWealth LLC
Georgia
$83K – – –
IA
378
IndexIQ Advisors
New York
$82K +$82K +8,024 New
AIC
379
Archer Investment Corporation
Indiana
$81K +$30.1K +3,040 +59%
PCIA
380
Prime Capital Investment Advisors
Kansas
$79K +$79K +8,000 New
AOWM
381
Alpha Omega Wealth Management
Virginia
$78K – – –
IRC
382
Investors Research Corp
Georgia
$59K +$59K +5,984 New
FHA
383
Flagship Harbor Advisors
Massachusetts
$57K – – –
Marshall Wace
384
Marshall Wace
United Kingdom
$50K -$62K -6,264 -55%
FBT
385
First Bank & Trust
South Dakota
$49K – – –
JPMorgan Chase & Co
386
JPMorgan Chase & Co
New York
$47K +$40.2K +4,056 +590%
MSFP
387
Mark Sheptoff Financial Planning
Connecticut
$44K – – –
CTB
388
Country Trust Bank
Illinois
$40K – – –
MWC
389
MBM Wealth Consultants
Missouri
$37K – – –
BAM
390
Barrett Asset Management
New York
$35K +$161 +16 +0.5%
BCM
391
Blume Capital Management
California
$32K – – –
LWANC
392
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K -$10.7K -1,080 -26%
BWM
393
BerganKDV Wealth Management
Minnesota
$31K – – –
CFD
394
Creative Financial Designs
Indiana
$29K -$11.5K -1,168 -28%
CFA
395
Carroll Financial Associates
North Carolina
$27K -$5.62K -576 -17%
CCMW
396
Cypress Capital Management (Wyoming)
Wyoming
$26K -$29.2K -2,952 -53%
KL
397
KWMG LLC
Kansas
$24K +$24K +2,400 New
LWA
398
Lowe Wealth Advisors
Maryland
$23K – – –
SMFS
399
Squar Milner Financial Services
California
$23K – – –
JPLA
400
Joseph P. Lucia & Associates
New York
$22.2K +$22.2K +14,470,248 New
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