SCHG icon

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 %
CM
376
Columbus Macro
Pennsylvania
$361K +$18.2K +1,568 +5%
BPB
377
Badgley, Phelps & Bell
Washington
$360K -$20.7K -1,784 -5%
PP
378
Pegasus Partners
Wisconsin
$355K – – –
HFA
379
Hoover Financial Advisors
Pennsylvania
$354K +$57.2K +4,920 +19%
SFG
380
SNS Financial Group
Minnesota
$353K -$111K -9,592 -24%
TI
381
Trexquant Investment
Connecticut
$351K +$74.7K +6,424 +27%
BW
382
Bison Wealth
Georgia
$350K +$11K +944 +3%
TWA
383
TCI Wealth Advisors
Arizona
$347K -$5.57K -480 -2%
HIC
384
Hartline Investment Corp
Illinois
$345K -$34.5K -2,976 -9%
BAM
385
Belpointe Asset Management
Nevada
$341K +$558 +48 +0.2%
CSIC
386
Clifford Swan Investment Counsel
California
$340K – – –
SAM
387
SignalPoint Asset Management
Missouri
$338K +$22.9K +1,976 +7%
EK
388
Evensky & Katz
Florida
$331K -$13K -1,120 -4%
RWP
389
RWA Wealth Partners
Massachusetts
$327K – – –
CAM
390
Crestone Asset Management
Colorado
$325K – – –
CBFP
391
Cedar Brook Financial Partners
Ohio
$321K -$792K -68,224 -71%
LFAS
392
Level Four Advisory Services
Texas
$318K – – –
KeyBank National Association
393
KeyBank National Association
Ohio
$316K – – –
PA
394
Parallel Advisors
California
$316K +$121K +10,408 +62%
VHAM
395
Van Hulzen Asset Management
California
$313K -$20K -1,720 -6%
TP
396
Tranquility Partners
Tennessee
$311K – – –
KIA
397
KCM Investment Advisors
California
$311K +$311K +26,744 New
Brown Advisory
398
Brown Advisory
Maryland
$307K +$307K +26,456 New
ZIM
399
Zacks Investment Management
Illinois
$306K -$9.86K -848 -3%
5L
400
55I LLC
Massachusetts
$306K +$54.1K +4,656 +21%
14 15
16
17 18