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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
$923M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$87.2M
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
$14.9M
2
PFG
Piershale Financial Group
Illinois
$11.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$14.8M
4
AG
Advisor Group
Arizona
$2.96M
5
PL
Polianta Ltd
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
401
WhitTier Trust Company
Nevada
$22K – – –
Fifth Third Bancorp
402
Fifth Third Bancorp
Ohio
$20K -$181K -17,808 -90%
Citigroup
403
Citigroup
New York
$19K -$14.3K -1,480 -43%
LWM
404
Lenox Wealth Management
Ohio
$18K +$3.78K +376 +27%
NC
405
NewSquare Capital
Pennsylvania
$18K +$4.06K +408 +29%
TC
406
Truvestments Capital
Florida
$18K +$18K +1,808 New
Bank of Montreal
407
Bank of Montreal
Ontario, Canada
$16K -$107K -10,736 -87%
FCB
408
First Command Bank
Texas
$14K – – –
FCFS
409
First Command Financial Services
Texas
$14K – – –
LFG
410
LifePlan Financial Group
Ohio
$14K +$2.55K +264 +22%
BFC
411
Bedel Financial Consulting
Indiana
$14K +$14K +1,392 New
PMFA
412
Plante Moran Financial Advisors
Michigan
$13K – – –
CTC
413
Central Trust Company
Missouri
$13K – – –
SL
414
Salomon & Ludwin
Virginia
$12K – – –
SIM
415
Sonora Investment Management
Arizona
$12K +$12K +1,200 New
GCA
416
Genesee Capital Advisors
New York
$12K +$12K +1,248 New
FMP
417
Financial Management Professionals
Texas
$11K – – –
LFG
418
Larson Financial Group
Missouri
$10K +$1.94K +192 +24%
WAP
419
Wealthcare Advisory Partners
Pennsylvania
$9K – – –
SWP
420
Strategic Wealth Partners
Ohio
$9K +$9K +864 New
OIA
421
Optimum Investment Advisors
Illinois
$8K – – –
LGWM
422
Litman Gregory Wealth Management
California
$7K – – –
CG
423
Cutler Group
California
$7K +$7K +792 New
GI
424
Gradient Investments
Minnesota
$6K -$20.5K -2,136 -77%
NCM
425
Next Capital Management
New York
$5K -$1.07K -104 -18%
15 16
17
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