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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 %
AWM
451
Avior Wealth Management
Nebraska
$211K -$9.07K -784 -4%
CA
452
Calton & Associates
Florida
$210K -$14.2K -1,224 -6%
CBT
453
Capital Bank & Trust
California
$209K – – –
ECM
454
Exchange Capital Management
Michigan
$209K +$209K +18,000 New
WCM
455
Whitener Capital Management
North Carolina
$205K +$9.72K +840 +5%
KA
456
Klingman & Associates
New York
$204K +$204K +17,576 New
FIG
457
FundX Investment Group
California
$201K +$201K +17,280 New
CWS
458
Cypress Wealth Services
California
$200K +$200K +17,216 New
FRA
459
Front Row Advisors
California
$199K +$4.47K +384 +2%
TCM
460
Tradewinds Capital Management
Washington
$192K -$96.6K -8,320 -33%
PNC Financial Services Group
461
PNC Financial Services Group
Pennsylvania
$185K – – –
DAM
462
Delta Asset Management
Tennessee
$168K – – –
TI
463
tru Independence
Oregon
$168K +$168K +16,824 New
PAI
464
Pittenger & Anderson Inc
Nebraska
$165K +$67.8K +5,832 +70%
Citigroup
465
Citigroup
New York
$162K +$116K +9,992 +252%
LWA
466
Lenox Wealth Advisors
New York
$155K – – –
LWM
467
Lenox Wealth Management
Ohio
$152K +$71.4K +6,160 +89%
FHA
468
Flagship Harbor Advisors
Massachusetts
$145K +$372 +32 +0.3%
PC
469
Permanens Capital
New York
$140K +$9.3K +800 +7%
Fifth Third Bancorp
470
Fifth Third Bancorp
Ohio
$140K +$129K +11,072 +1,163%
TAIM
471
TD Ameritrade Investment Management
Nebraska
$139K +$7.6K +656 +6%
VCWA
472
Vanguard Capital Wealth Advisors
Colorado
$130K +$130K +11,208 New
Chevy Chase Trust
473
Chevy Chase Trust
Maryland
$128K +$128K +10,960 New
IF
474
Ironwood Financial
Arizona
$118K – – –
CFB
475
Cullen/Frost Bankers
Texas
$118K +$93 +8 +0.1%
17 18
19
20 21