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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 %
LFG
526
LifePlan Financial Group
Ohio
$18K +$94 +8 +0.5%
FCB
527
First Command Bank
Texas
$16K – – –
FCFS
528
First Command Financial Services
Texas
$16K – – –
FCMT
529
Founders Capital Management (Texas)
Texas
$16K +$94 +8 +0.6%
BFC
530
Bedel Financial Consulting
Indiana
$16K +$91 +8 +0.6%
AC
531
AlphaCore Capital
California
$16K +$16K +1,384 New
SL
532
Salomon & Ludwin
Virginia
$14K – – –
BFEC
533
Benjamin F. Edwards & Company
Missouri
$14K – – –
IRAG
534
Investment Research & Advisory Group
Georgia
$14K +$14K +1,168 New
CCA
535
Column Capital Advisors
Indiana
$14K +$14K +1,240 New
CMA
536
Cedar Mountain Advisors
Oregon
$12K +$12K +1,032 New
OIA
537
Optimum Investment Advisors
Illinois
$10K +$93 +8 +0.9%
AWA
538
Arkadios Wealth Advisors
Georgia
$8.61K +$8.61K +680 New
NDSI
539
Newman Dignan & Sheerar Inc
Rhode Island
$8.36K +$7.51K +6,468,784 +888%
LGWM
540
Litman Gregory Wealth Management
California
$8K – – –
WAP
541
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
Rockefeller Capital Management
542
Rockefeller Capital Management
New York
$7K – – –
LWM
543
Lionsbridge Wealth Management
Florida
$5K +$5K +424 New
HR
544
Howe & Rusling
New York
$4K – – –
AAP
545
Arax Advisory Partners
Colorado
$4K – – –
CFG
546
Citizens Financial Group
Rhode Island
$4K +$4K +328 New
GI
547
Gradient Investments
Minnesota
$3K – – –
CAGAS
548
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
LFA
549
Lighthouse Financial Advisors
Maryland
$3K +$3K +280 New
BCMIO
550
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
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