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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 %
JPMorgan Chase & Co
476
JPMorgan Chase & Co
New York
$114K +$5.29K +456 +5%
HF
477
Halpern Financial
Virginia
$98.8K +$98.8K +8,504 New
TL
478
TrueWealth LLC
Georgia
$97K – – –
BWA
479
BDO Wealth Advisors
Florida
$96K – – –
BlackRock
480
BlackRock
New York
$96K +$25.2K +2,168 +36%
SC
481
Steph & Co
Wisconsin
$91K +$91K +7,800 New
GT
482
Glenmede Trust
Pennsylvania
$89K +$27.3K +2,376 +44%
MCWS
483
McKinley Carter Wealth Services
West Virginia
$82K +$82K +7,016 New
GWM
484
Geneos Wealth Management
Colorado
$76K – – –
OPS
485
Orion Portfolio Solutions
Nebraska
$75K +$75K +6,440 New
IRC
486
Investors Research Corp
Georgia
$71K +$652 +56 +0.9%
QCMC
487
Quantum Capital Management (California)
California
$69K – – –
RFM
488
Royal Fund Management
Florida
$67K +$67K +5,816 New
RG
489
Retirement Group
California
$66K +$66K +5,720 New
DI
490
Disciplined Investments
Oklahoma
$61K +$61K +5,232 New
SFS
491
Sowell Financial Services
Arkansas
$58K -$28.4K -2,464 -33%
FBT
492
First Bank & Trust
South Dakota
$58K – – –
AIM
493
Anchor Investment Management
South Carolina
$57.1K +$18.4K +1,584 +47%
HGWM
494
Harvest Group Wealth Management
Massachusetts
$57K -$11.2M -970,288 -99%
ACA
495
Aptus Capital Advisors
Alabama
$56K +$44.1K +3,840 +372%
Bank of Montreal
496
Bank of Montreal
Ontario, Canada
$54K +$186 +16 +0.3%
TCWM
497
Total Clarity Wealth Management
Illinois
$54K +$54K +4,640 New
SL
498
Savior LLC
Massachusetts
$53K +$53K +4,528 New
SAM
499
S.A. Mason
Michigan
$53K +$53K +4,560 New
CTC
500
Central Trust Company
Missouri
$51K +$35.9K +3,080 +238%
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