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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
1
Envestnet Asset Management
Illinois
$931M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.2M
3
FMP
3
Financial Management Professionals
Texas
$26.2M
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$25.4M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$994M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$32.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$19.8M
3
FEG
3
Fund Evaluation Group
Ohio
$96.4M
4
CGFA
4
Colton Groome Financial Advisors
North Carolina
$7.2M
5
WIA
5
World Investment Advisors
California
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
26
Financial Management Professionals
Texas
$26.2M +$26.2M +2,490,392 +819,208%
GC
27
Gratus Capital
Georgia
$25.6M +$353K +33,584 +1%
FCI
28
Financial Counselors Inc
Kansas
$25.4M +$2.51M +238,896 +11%
FPCG
29
Fort Pitt Capital Group
Pennsylvania
$25.4M +$25.4M +2,416,168 New
VV
30
Valentine Ventures
Oregon
$23.9M +$19.6M +1,862,888 +448%
GAM
31
Gemmer Asset Management
California
$23.2M +$902K +85,856 +4%
MA
32
MUFG Americas
New York
$21.6M -$70.1K -6,680 -0.3%
HWA
33
HHM Wealth Advisors
Tennessee
$21.6M -$460K -43,760 -2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$20.3M +$933K +88,864 +5%
Morgan Stanley
35
Morgan Stanley
New York
$20.3M +$480K +45,704 +2%
PFG
36
Piershale Financial Group
Illinois
$19.8M +$2.55M +243,104 +15%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$19.8M -$19.7M – –
MAG
38
Mokosak Advisory Group
Iowa
$19.7M +$44.6K +4,248 +0.2%
SWRP
39
Summit Wealth & Retirement Planning
California
$19.5M +$297K +28,264 +2%
Wells Fargo
40
Wells Fargo
California
$19M -$5.17M -491,896 -21%
AG
41
Appleton Group
Wisconsin
$18M -$2.94M -279,560 -14%
Ameriprise
42
Ameriprise
Minnesota
$17.2M +$399K +37,976 +2%
PMG
43
ProVise Management Group
Florida
$16.9M +$276K +26,296 +2%
GSIS
44
Global Strategic Investment Solutions
Arizona
$16.7M +$3.99M +380,152 +31%
SAM
45
Summit Asset Management
Tennessee
$16.2M +$107K +10,232 +0.7%
KLI
46
Kelman-Lazarov Inc
Tennessee
$15.6M +$1.3M +123,384 +9%
RCA
47
Reitz Capital Advisors
Michigan
$15.4M -$1.73M -165,160 -10%
I
48
INVST
Indiana
$15.3M -$25.6K -2,456 -0.2%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$14.8M +$3.22M +306,936 +28%
DP
50
Denver PWM
Colorado
$14.7M -$347K -33,072 -2%
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