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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
$931M
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
$994M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
$32.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19.8M
3
FEG
Fund Evaluation Group
Ohio
$96.4M
4
CGFA
Colton Groome Financial Advisors
North Carolina
$7.2M
5
WIA
World Investment Advisors
California
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
376
Tiller Private Wealth
Pennsylvania
$237K – – –
PFA
377
Paradigm Financial Advisors
Missouri
$237K +$5.72K +544 +2%
GVAG
378
Great Valley Advisor Group
Delaware
$237K +$237K +22,720 New
RWM
379
RBA Wealth Management
California
$236K -$168 -16 -0.1%
5L
380
55I LLC
Massachusetts
$227K -$40.6K -3,872 -15%
PFP
381
Pinnacle Financial Partners
Tennessee
$227K – – –
MWM
382
Modera Wealth Management
New Jersey
$224K – – –
VDI
383
Vaughan David Investments
Illinois
$222K -$8.41K -800 -4%
PAM
384
Private Asset Management
California
$221K – – –
SQA
385
Simon Quick Advisors
New Jersey
$221K +$93.1K +8,888 +73%
CIR
386
Clear Investment Research
Georgia
$220K – – –
BSW
387
Buckingham Strategic Wealth
Missouri
$217K -$62.9K -5,992 -22%
SCM
388
SOL Capital Management
Maryland
$217K – – –
SCA
389
STALEY CAPITAL ADVISERS
Pennsylvania
$214K – – –
SFG
390
SevenBridge Financial Group
Pennsylvania
$214K +$61.3K +5,840 +40%
1832 Asset Management
391
1832 Asset Management
Ontario, Canada
$214K +$214K +20,320 New
LIM
392
Leavell Investment Management
Alabama
$210K -$7.47K -712 -3%
AW
393
ACG Wealth
Georgia
$203K -$23.3K -2,216 -10%
CA
394
Calton & Associates
Florida
$203K -$84 -8 -0%
FIM
395
Frontier Investment Management
Texas
$202K +$202K +19,224 New
LF
396
Lantz Financial
Illinois
$201K -$164 -16 -0.1%
PGWM
397
Parisi Gray Wealth Management
New Jersey
$201K +$201K +19,104 New
AWM
398
Avior Wealth Management
Nebraska
$199K +$1K +96 +0.5%
NFG
399
Next Financial Group
Texas
$191K -$420 -40 -0.2%
CBT
400
Capital Bank & Trust
California
$189K +$189K +18,008 New
14 15
16
17 18