SCHG icon

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 %
GWMIA
551
Global Wealth Management Investment Advisory
Florida
$2K – – –
CI
552
Cordant Inc
Oregon
$2K +$2K +160 New
TFA
553
Tobias Financial Advisors
Florida
$2K +$2K +192 New
ANBT
554
American National Bank & Trust
Texas
$2K +$2K +200 New
PO
555
Private Ocean
California
$1K – – –
LDFR
556
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
IA
557
Independence Advisors
Pennsylvania
$1K +$1K +64 New
PGAM
558
Princeton Global Asset Management
New Jersey
$404 -$46 -3,992 -10%
SHWM
559
Silicon Hills Wealth Management
Texas
$103 +$103 +40 New
G
560
Gainplan
Michigan
– -$5.93M -564,784 Closed
SBA
561
Secrest Blakey & Associates
North Carolina
– -$5.06M -482,056 Closed
LCC
562
Lincoln Capital Corp
Rhode Island
– -$4.79M -455,696 Closed
Susquehanna International Group
563
Susquehanna International Group
Pennsylvania
– -$3.42M -325,552 Closed
BL
564
Balentine LLC
Georgia
– -$2.72M -259,200 Closed
WC
565
Westwind Capital
New Mexico
– -$1.96M -186,656 Closed
BIA
566
BHK Investment Advisors
Alabama
– -$1.82M -173,040 Closed
V
567
Veritable
Delaware
– -$895K -85,200 Closed
MCIA
568
Mountain Capital Investment Advisors
Colorado
– -$873K -83,120 Closed
PA
569
Paracle Advisors
Washington
– -$411K -39,200 Closed
PA
570
Pinnacle Associates
New York
– -$365K -34,776 Closed
KFA
571
Kays Financial Advisory
Georgia
– -$286K -27,248 Closed
CB
572
Commerce Bank
Missouri
– -$271K -25,848 Closed
SL
573
Summitry LLC
California
– -$259K -24,696 Closed
FCH
574
Freestone Capital Holdings
Washington
– -$257 -24,464 Closed
WWM
575
Western Wealth Management
Colorado
– -$256K -24,352 Closed
20 21 22
23
24