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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
+$84.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$83.6M
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
-$17.7M
2
PFG
Piershale Financial Group
Illinois
-$11.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.67M
4
AG
Advisor Group
Arizona
-$6.3M
5
PL
Polianta Ltd
Jersey
-$6.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
426
Arbor Wealth Management
Florida
$4K +$3.56K +384 +800%
FNC
427
First National Corp
Massachusetts
$4K +$4K +432 New
Koshinski Asset Management
428
Koshinski Asset Management
Illinois
$3.45K +$392 +39,520 +13%
CF
429
Centaurus Financial
California
$3.15K +$452 +288 +17%
HR
430
Howe & Rusling
New York
$3K – – –
IA
431
IFP Advisors
Florida
$2K -$1.45M -133,728 -100%
EWM
432
Executive Wealth Management
Michigan
$2K – – –
BCMIO
433
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
GWMIA
434
Global Wealth Management Investment Advisory
Florida
$2K – – –
CAGAS
435
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
1IA
436
1834 Investment Advisors
Wisconsin
$2K +$2K +240 New
MIM
437
Macroview Investment Management
Maryland
$2K +$2K +248 New
EWM
438
Elmwood Wealth Management
California
$1K -$13.3K -1,168 -93%
LDFR
439
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
ACA
440
Ackerman Capital Advisors
Texas
$668 -$26 -2,592 -4%
PL
441
Polianta Ltd
Jersey
– -$6.21M -720,800 Closed
WCM
442
Weatherstone Capital Management
Colorado
– -$1.89M -184,256 Closed
Goldman Sachs
443
Goldman Sachs
New York
– -$1.43M -166,328 Closed
CC
444
Claybrook Capital
Massachusetts
– -$1.06M -122,840 Closed
Citadel Advisors
445
Citadel Advisors
Florida
– -$933K -108,256 Closed
BA
446
Bristlecone Advisors
Washington
– -$686K -79,584 Closed
GA
447
Gateway Advisory
New Jersey
– -$580K -67,360 Closed
Deutsche Bank
448
Deutsche Bank
Germany
– -$578K -67,160 Closed
B
449
Brightworth
Georgia
– -$395K -45,864 Closed
TIM
450
Total Investment Management
Arizona
– -$410K -43,224 Closed
15 16 17
18
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