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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

441 hedge funds and large institutions have $3.42B invested in Schwab US Large-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 185 increasing their positions, 136 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+33
Holders Change %
+8.09%
% of All Funds
9.56%
Holding in Top 10
66
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.86%
% of All Funds
1.43%
New
70
Increased
185
Reduced
136
Closed
31
Calls
$548K
Puts
–
Net Calls
+$548K
Net Calls Change
+$148K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$923M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$87.2M
3
EFSCE
3
Enterprise Financial Services Corp (EFSC)
Missouri
$30.4M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$30.2M
5
AssetMark Inc
5
AssetMark Inc
California
$26.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$14.9M
2
PFG
2
Piershale Financial Group
Illinois
$11.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$14.8M
4
AG
4
Advisor Group
Arizona
$2.96M
5
PL
5
Polianta Ltd
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
51
Voya Financial Advisors
Connecticut
$12.1M +$239K +24,280 +2%
KLI
52
Kelman-Lazarov Inc
Tennessee
$12.1M +$2.62M +264,136 +28%
GSIS
53
Global Strategic Investment Solutions
Arizona
$11.8M +$4.2M +422,672 +55%
HGWM
54
Harvest Group Wealth Management
Massachusetts
$11.6M +$11.1M +1,114,656 +2,119%
PFG
55
Piershale Financial Group
Illinois
$11.2M -$11.9M -1,194,760 -51%
GIA
56
GHP Investment Advisors
Colorado
$10.5M +$302K +30,424 +3%
NWS
57
Newport Wealth Strategies
California
$10.4M +$4.54M +449,864 +77%
MWM
58
MinichMacGregor Wealth Management
New York
$10.4M +$10.4M +1,039,928 New
OWM
59
Opes Wealth Management
California
$10.4M +$10.4M +1,051,712 New
HA
60
Harborview Advisors
Maine
$10.3M +$276K +27,840 +3%
GIA
61
Gladstone Institutional Advisory
Florida
$9.65M +$9.65M +971,864 New
LYV
62
Live Your Vision
Pennsylvania
$9.63M +$696K +67,320 +8%
CAN
63
Cetera Advisor Networks
California
$9.2M +$180K +18,144 +2%
WIA
64
World Investment Advisors
California
$9.17M +$273K +27,544 +3%
NFG
65
Nadler Financial Group
Illinois
$8.92M -$1.1M -110,336 -11%
OCM
66
One Capital Management
California
$8.69M -$1.31M -132,376 -13%
CCM
67
Covington Capital Management
California
$8.33M +$364K +36,680 +5%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$8.16M +$11.3K +1,136 +0.1%
GWA
69
Guidant Wealth Advisors
Illinois
$8.07M +$1.13M +113,440 +16%
UWM
70
USAdvisors Wealth Management
Minnesota
$8.04M +$149K +15,032 +2%
CCM
71
Coldstream Capital Management
Washington
$7.87M -$333K -33,496 -4%
LA
72
LVW Advisors
New York
$7.57M +$471K +47,480 +7%
AIA
73
Arcadia Investment Advisors
Idaho
$7.45M +$144K +14,520 +2%
HighTower Advisors
74
HighTower Advisors
Illinois
$7.41M -$2.39M -241,200 -24%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$7.4M +$4.35M +437,920 +142%
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