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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 %
GAM
26
Gemmer Asset Management
California
$21.1M +$308K +30,984 +1%
HWA
27
HHM Wealth Advisors
Tennessee
$20.1M +$401K +40,352 +2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$20M +$3.47M +349,064 +21%
AG
29
Appleton Group
Wisconsin
$19.6M +$19.6M +1,971,472 New
MA
30
MUFG Americas
New York
$19.3M +$7.01M +706,520 +57%
Morgan Stanley
31
Morgan Stanley
New York
$18.7M +$715 +72 +0%
MAG
32
Mokosak Advisory Group
Iowa
$18.6M +$13M +1,312,472 +233%
SWRP
33
Summit Wealth & Retirement Planning
California
$18.5M +$5.01M +497,096 +37%
PMG
34
ProVise Management Group
Florida
$17.7M +$560K +56,416 +3%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$16.7M +$16.7M +1,685,016 New
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$16.5M – – –
RCA
37
Reitz Capital Advisors
Michigan
$16.5M -$1.5M -151,392 -8%
KWM
38
Kingsview Wealth Management
Oregon
$16M +$9.53K +960 +0.1%
I
39
INVST
Indiana
$15.9M -$2.36M -234,960 -13%
SAM
40
Summit Asset Management
Tennessee
$15.1M +$34.2K +3,440 +0.2%
Bank of America
41
Bank of America
North Carolina
$14.9M -$17.7M -1,784,584 -54%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$14.8M -$8.67M -872,792 -37%
DP
43
Denver PWM
Colorado
$14.6M -$477K -47,064 -3%
Ameriprise
44
Ameriprise
Minnesota
$14.4M -$3.39M -338,600 -19%
AI
45
Atria Investments
North Carolina
$14.2M +$2.6M +261,608 +22%
UBS Group
46
UBS Group
Switzerland
$13.1M +$222K +22,368 +2%
HCM
47
Hengehold Capital Management
Ohio
$12.8M -$1.35K -136 -0%
RAG
48
Roof Advisory Group
Pennsylvania
$12.8M +$209K +21,040 +2%
MFGP
49
Marshall Financial Group (Pennsylvania)
Pennsylvania
$12.4M +$336K +33,840 +3%
SAMC
50
Spectrum Asset Management (California)
California
$12.2M +$592K +59,640 +5%
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