SCHG icon

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
$931M
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
$994M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
$32.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19.8M
3
FEG
Fund Evaluation Group
Ohio
$96.4M
4
CGFA
Colton Groome Financial Advisors
North Carolina
$7.2M
5
WIA
World Investment Advisors
California
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
426
Quantbot Technologies
New York
$62K +$62K +5,920 New
FBT
427
First Bank & Trust
South Dakota
$52K – – –
Bank of Montreal
428
Bank of Montreal
Ontario, Canada
$49K +$85 +8 +0.2%
MSFP
429
Mark Sheptoff Financial Planning
Connecticut
$46K – – –
AIC
430
Ameritas Investment Company
Nebraska
$44K +$44K +4,224 New
Citigroup
431
Citigroup
New York
$42K -$25.9K -2,448 -38%
CTB
432
Country Trust Bank
Illinois
$42K – – –
MWC
433
MBM Wealth Consultants
Missouri
$39K – – –
AIM
434
Anchor Investment Management
South Carolina
$35K +$9.83K +936 +39%
LWM
435
Liberty Wealth Management
California
$34K +$34K +3,200 New
BCM
436
Blume Capital Management
California
$33K – – –
LWANC
437
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K – – –
FGAM
438
Financial Gravity Asset Management
Texas
$33K +$33K +3,160 New
GWS
439
Glassman Wealth Services
Virginia
$31K -$20.5K -1,960 -40%
SB
440
Strategic Blueprint
Georgia
$31K +$31K +2,968 New
CFA
441
Carroll Financial Associates
North Carolina
$29K – – –
BAM
442
Barrett Asset Management
New York
$28K +$83 +8 +0.3%
CFD
443
Creative Financial Designs
Indiana
$27K -$3.74K -360 -12%
SSB
444
Sandy Spring Bank
Maryland
$22K – – –
LFG
445
Larson Financial Group
Missouri
$19K -$11.5K -1,096 -38%
TC
446
Truvestments Capital
Florida
$19K – – –
LFG
447
LifePlan Financial Group
Ohio
$16K +$84 +8 +0.5%
FCFS
448
First Command Financial Services
Texas
$15K – – –
FCB
449
First Command Bank
Texas
$15K – – –
BFC
450
Bedel Financial Consulting
Indiana
$15K – – –
16 17
18
19 20