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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
$923M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$87.2M
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
$14.9M
2
PFG
Piershale Financial Group
Illinois
$11.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$14.8M
4
AG
Advisor Group
Arizona
$2.96M
5
PL
Polianta Ltd
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
451
Summit Financial Strategies
Ohio
– -$356K -41,368 Closed
WI
452
WrapManager Inc
California
– -$302K -35,056 Closed
PNC
453
Park National Corp
Ohio
– -$296K -34,376 Closed
GFP
454
Gryphon Financial Partners
Ohio
– -$257K -27,040 Closed
NFG
455
Next Financial Group
Texas
– -$143K -16,624 Closed
DWM
456
Doyle Wealth Management
Florida
– -$104K -12,064 Closed
GIP
457
Granite Investment Partners
California
– -$86K -10,016 Closed
Chevy Chase Trust
458
Chevy Chase Trust
Maryland
– -$74K -8,544 Closed
BWA
459
BDO Wealth Advisors
Florida
– -$60K -6,960 Closed
RFWA
460
RPg Family Wealth Advisory
Massachusetts
– -$14.4K -1,672 Closed
PA
461
Perennial Advisors
New York
– -$13K -1,536 Closed
RWA
462
River Wealth Advisors
Pennsylvania
– -$10K -1,200 Closed
WTB
463
Washington Trust Bank
Washington
– -$7K -800 Closed
AIM
464
Advantage Investment Management
Iowa
– -$6K -696 Closed
PB
465
Pinnacle Bancorp
Nebraska
– -$6K -664 Closed
AIM
466
Anchor Investment Management
South Carolina
– -$4.48K -520 Closed
BOPW
467
Brandywine Oak Private Wealth
Pennsylvania
– -$3K -432 Closed
BWM
468
Baystate Wealth Management
Massachusetts
– -$4K -424 Closed
FCMT
469
Founders Capital Management (Texas)
Texas
– -$3K -336 Closed
PG
470
Patten Group
Tennessee
– -$2K -288 Closed
AF
471
Allworth Financial
California
– -$1K -96 Closed
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