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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
+$886M
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
+$19.6M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$23.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$19.7M
3
FEG
Fund Evaluation Group
Ohio
-$19.4M
4
CGFA
Colton Groome Financial Advisors
North Carolina
-$10M
5
WIA
World Investment Advisors
California
-$9.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
401
Whitener Capital Management
North Carolina
$177K +$1.68K +160 +1%
PA
402
Parallel Advisors
California
$177K +$15.3K +1,456 +9%
FRA
403
Front Row Advisors
California
$176K -$23.5K -2,232 -12%
FHA
404
First Horizon Advisors
Tennessee
$168K – – –
PNC Financial Services Group
405
PNC Financial Services Group
Pennsylvania
$167K -$84 -8 -0.1%
DAM
406
Delta Asset Management
Tennessee
$152K -$84 -8 -0.1%
LWA
407
Lenox Wealth Advisors
New York
$140K – – –
HCM
408
Horan Capital Management
Maryland
$133K -$7.97K -760 -6%
SPIA
409
Steward Partners Investment Advisory
New York
$131K +$48K +4,600 +58%
FHA
410
Flagship Harbor Advisors
Massachusetts
$130K +$584 +56 +0.5%
TAIM
411
TD Ameritrade Investment Management
Nebraska
$119K +$20.4K +1,944 +21%
PC
412
Permanens Capital
New York
$118K – – –
CFB
413
Cullen/Frost Bankers
Texas
$107K +$46.1K +4,392 +76%
IF
414
Ironwood Financial
Arizona
$106K -$3.1K -296 -3%
JPMorgan Chase & Co
415
JPMorgan Chase & Co
New York
$98K -$30K -2,872 -23%
NIC
416
Northwest Investment Counselors
Oregon
$97K +$97K +9,280 New
PAI
417
Pittenger & Anderson Inc
Nebraska
$88K -$4.22K -400 -5%
TL
418
TrueWealth LLC
Georgia
$88K – – –
BWA
419
BDO Wealth Advisors
Florida
$87K – – –
SFS
420
Sowell Financial Services
Arkansas
$79K +$79K +7,496 New
LWM
421
Lenox Wealth Management
Ohio
$73K +$17.1K +1,624 +30%
GWM
422
Geneos Wealth Management
Colorado
$68K -$76.3K -7,400 -53%
BlackRock
423
BlackRock
New York
$64K +$9.39K +896 +17%
IRC
424
Investors Research Corp
Georgia
$63K +$584 +56 +0.9%
QCMC
425
Quantum Capital Management (California)
California
$63K +$63K +5,960 New
15 16
17
18 19