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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
$162M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.12B
4
PCIA
Prime Capital Investment Advisors
Kansas
$29.7M
5
MG
Mather Group
Illinois
$167M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$55.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
GC
Gratus Capital
Georgia
$17M
4
HGWM
Harvest Group Wealth Management
Massachusetts
$57K
5
MAM
Marquette Asset Management
Minnesota
$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
401
SRH Advisors
Kansas
$305K +$186 +16 +0.1%
AWM
402
Aprio Wealth Management
Georgia
$301K +$301K +25,944 New
Janney Montgomery Scott
403
Janney Montgomery Scott
Pennsylvania
$300K -$73K -6,296 -20%
CDIA
404
Capital Directions Investment Advisors
Georgia
$300K – – –
Prudential Financial
405
Prudential Financial
New Jersey
$298K -$22.6K -1,944 -7%
CA
406
Continuum Advisory
Idaho
$296K -$44.2K -3,808 -13%
PIMG
407
Patriot Investment Management Group
Tennessee
$296K -$7.06K -608 -2%
MCP
408
Mirador Capital Partners
California
$296K +$25.2K +2,176 +9%
DWT
409
Dorsey & Whitney Trust
South Dakota
$292K – – –
LIM
410
Leavell Investment Management
Alabama
$291K +$58.7K +5,056 +25%
CIA
411
Capital Investment Advisors
Georgia
$288K -$52.7K -4,536 -15%
CWM
412
Cabot Wealth Management
Massachusetts
$287K +$5.77K +496 +2%
DLCIG
413
D.L. Carlson Investment Group
New Hampshire
$283K -$11.3K -976 -4%
MI
414
Moneywise Inc
Virginia
$282K -$28.4K -2,704 -9%
BRWA
415
B. Riley Wealth Advisors
Florida
$281K -$41.8K -3,584 -13%
BSW
416
Buckingham Strategic Wealth
Missouri
$279K +$39K +3,360 +16%
TRCT
417
Tower Research Capital (TRC)
New York
$277K -$752K -64,800 -73%
APW
418
Aurora Private Wealth
New Jersey
$276K +$276K +23,768 New
HWA
419
Heritage Wealth Advisors
Virginia
$272K – – –
PFP
420
Pinnacle Financial Partners
Tennessee
$271K +$20K +1,720 +8%
TPW
421
Tiller Private Wealth
Pennsylvania
$262K – – –
SW
422
SteelPeak Wealth
California
$261K +$261K +22,488 New
SPIA
423
Steward Partners Investment Advisory
New York
$251K +$106K +9,112 +73%
GVAG
424
Great Valley Advisor Group
Delaware
$250K -$15.2K -1,304 -6%
SQA
425
Simon Quick Advisors
New Jersey
$250K +$5.2K +448 +2%
15 16
17
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