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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 %
PFA
426
Paradigm Financial Advisors
Missouri
$246K -$15.8K -1,360 -6%
SFG
427
SevenBridge Financial Group
Pennsylvania
$246K +$9.38K +808 +4%
VDI
428
Vaughan David Investments
Illinois
$245K – – –
PAM
429
Private Asset Management
California
$244K – – –
CIR
430
Clear Investment Research
Georgia
$243K – – –
RWM
431
RBA Wealth Management
California
$242K -$18.3K -1,576 -7%
MWM
432
Modera Wealth Management
New Jersey
$242K -$5.57K -480 -2%
SCM
433
SOL Capital Management
Maryland
$240K – – –
WI
434
WrapManager Inc
California
$240K +$240K +20,648 New
SCA
435
STALEY CAPITAL ADVISERS
Pennsylvania
$237K – – –
1832 Asset Management
436
1832 Asset Management
Ontario, Canada
$236K – – –
MWM
437
Mission Wealth Management
California
$234K +$234K +20,120 New
W
438
Wealthquest
Ohio
$232K -$96.6K -8,328 -29%
AW
439
ACG Wealth
Georgia
$224K – – –
BC
440
Brio Consultants
California
$224K +$224K +19,248 New
PGWM
441
Parisi Gray Wealth Management
New Jersey
$222K – – –
FBB
442
Fulton Breakefield Broenniman
Maryland
$222K +$222K +19,152 New
OWP
443
Obermeyer Wealth Partners
Colorado
$221K +$221K +19,000 New
CPSAC
444
Chas P. Smith & Associates (CPS)
Florida
$221K +$221K +19,024 New
AAS
445
Annex Advisory Services
Wisconsin
$219K +$219K +18,840 New
LF
446
Lantz Financial
Illinois
$218K -$9.28K -800 -4%
ONB
447
Old National Bancorp
Indiana
$217K +$217K +18,664 New
AIC
448
Ameritas Investment Company
Nebraska
$215K +$166K +14,304 +339%
FHA
449
First Horizon Advisors
Tennessee
$213K +$27.3K +2,352 +15%
NFG
450
Next Financial Group
Texas
$212K +$743 +64 +0.4%
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