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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 %
CTC
451
Central Trust Company
Missouri
$14K -$1.73K -160 -11%
PMFA
452
Plante Moran Financial Advisors
Michigan
$14K – – –
FCMT
453
Founders Capital Management (Texas)
Texas
$14K – – –
SL
454
Salomon & Ludwin
Virginia
$13K – – –
BFEC
455
Benjamin F. Edwards & Company
Missouri
$13K – – –
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$10K -$10.7K -1,016 -52%
ACA
457
Aptus Capital Advisors
Alabama
$10K +$10K +1,032 New
OIA
458
Optimum Investment Advisors
Illinois
$9K – – –
LGWM
459
Litman Gregory Wealth Management
California
$8K – – –
NCM
460
Next Capital Management
New York
$8K +$1.1K +104 +16%
WAP
461
Wealthcare Advisory Partners
Pennsylvania
$7K -$2.31K -216 -25%
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$7K +$7K +672 New
Rockefeller Capital Management
463
Rockefeller Capital Management
New York
$6K – – –
AAP
464
Arax Advisory Partners
Colorado
$4K +$4K +344 New
SWM
465
Selective Wealth Management
Virginia
$4K +$4K +360 New
HR
466
Howe & Rusling
New York
$3K – – –
GI
467
Gradient Investments
Minnesota
$3K – – –
CAGAS
468
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
BCMIO
469
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
GWMIA
470
Global Wealth Management Investment Advisory
Florida
$2K – – –
UB
471
UMB Bank
Missouri
$1.74K +$306 +29,128 +21%
LDFR
472
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
PO
473
Private Ocean
California
$1K – – –
AMCA
474
Arthur M. Cohen & Associates
Illinois
$381 – – –
FCH
475
Freestone Capital Holdings
Washington
$257 +$257 +24,464 New
17 18
19
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