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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.

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
1
Truist Financial
North Carolina
$59.1M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$162M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.12B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$29.7M
5
MG
5
Mather Group
Illinois
$167M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$55.5M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
GC
3
Gratus Capital
Georgia
$17M
4
HGWM
4
Harvest Group Wealth Management
Massachusetts
$57K
5
MAM
5
Marquette Asset Management
Minnesota
$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
26
Prime Capital Investment Advisors
Kansas
$29.7M +$14M +1,202,544 +89%
FMP
27
Financial Management Professionals
Texas
$29.5M +$529K +45,560 +2%
EFSCE
28
Enterprise Financial Services Corp (EFSC)
Missouri
$29.3M -$3.57M -307,360 -11%
FPCG
29
Fort Pitt Capital Group
Pennsylvania
$27M +$92.2K +8,280 +0.3%
GAM
30
Gemmer Asset Management
California
$25.3M -$342K -29,480 -1%
HWA
31
HHM Wealth Advisors
Tennessee
$25.2M +$1.37M +118,168 +6%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$24.9M +$2.46M +211,760 +11%
Morgan Stanley
33
Morgan Stanley
New York
$24.9M +$2.42M +208,416 +11%
MA
34
MUFG Americas
New York
$23M -$877K -75,536 -4%
MAG
35
Mokosak Advisory Group
Iowa
$22.5M +$741K +63,824 +3%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$22.3M -$19.8M – –
SWRP
37
Summit Wealth & Retirement Planning
California
$21.6M -$16.5K -1,424 -0.1%
Wells Fargo
38
Wells Fargo
California
$21.5M +$498K +42,848 +2%
PMG
39
ProVise Management Group
Florida
$20.3M +$1.58M +136,440 +8%
Ameriprise
40
Ameriprise
Minnesota
$20.2M +$1.15M +98,728 +6%
UBS Group
41
UBS Group
Switzerland
$19.3M +$4.28M +368,304 +28%
KLI
42
Kelman-Lazarov Inc
Tennessee
$19.1M +$1.8M +155,392 +10%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$18.7M +$2.29M +197,200 +14%
GSIS
44
Global Strategic Investment Solutions
Arizona
$18.6M +$153K +13,184 +0.8%
SAM
45
Summit Asset Management
Tennessee
$17.8M -$151K -13,040 -0.8%
PFG
46
Piershale Financial Group
Illinois
$17.8M -$4.17M -358,872 -19%
GC
47
Gratus Capital
Georgia
$17M -$11.2M -967,768 -40%
VWA
48
Visionary Wealth Advisors
Illinois
$16M +$16M +1,378,912 New
AG
49
Appleton Group
Wisconsin
$15.7M -$4.19M -360,440 -21%
RCA
50
Reitz Capital Advisors
Michigan
$15.7M -$1.32M -113,784 -8%
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