SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

476 hedge funds and large institutions have $4.83B invested in Schwab US Large-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 168 reducing their positions, and 29 closing their positions.

Holders
476
Holders Change
+8
Holders Change %
+1.71%
% of All Funds
10.45%
Holding in Top 10
72
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.35%
% of All Funds
1.58%
New
38
Increased
199
Reduced
168
Closed
29
Calls
$981K
Puts
$287K
Net Calls
+$694K
Net Calls Change
+$337K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$931M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.2M
3
FMP
3
Financial Management Professionals
Texas
$26.2M
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$25.4M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$994M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$32.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$19.8M
3
FEG
3
Fund Evaluation Group
Ohio
$96.4M
4
CGFA
4
Colton Groome Financial Advisors
North Carolina
$7.2M
5
WIA
5
World Investment Advisors
California
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$14.7M -$636K -60,600 -4%
PCIA
52
Prime Capital Investment Advisors
Kansas
$14.2M +$1.88M +178,928 +15%
UBS Group
53
UBS Group
Switzerland
$13.6M +$114K +10,872 +0.8%
MFGP
54
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.2M -$294K -27,984 -2%
VFA
55
Voya Financial Advisors
Connecticut
$12.8M +$28.4K +2,728 +0.2%
HCM
56
Hengehold Capital Management
Ohio
$12.7M -$534K -50,824 -4%
SAMC
57
Spectrum Asset Management (California)
California
$12.7M -$73.7K -7,016 -0.6%
NFG
58
Nadler Financial Group
Illinois
$11.5M +$658K +62,664 +6%
NWS
59
Newport Wealth Strategies
California
$11.4M -$654K -62,240 -5%
GIA
60
Gladstone Institutional Advisory
Florida
$11.3M +$9.91K +944 +0.1%
GIA
61
GHP Investment Advisors
Colorado
$10.9M -$40.2K -3,832 -0.4%
Jane Street
62
Jane Street
New York
$10.7M -$1.91M -181,768 -15%
OWM
63
Opes Wealth Management
California
$10.6M -$447K -42,536 -4%
HA
64
Harborview Advisors
Maine
$10.5M -$423K -40,288 -4%
HGWM
65
Harvest Group Wealth Management
Massachusetts
$10.2M +$235K +22,408 +2%
GWA
66
Guidant Wealth Advisors
Illinois
$8.83M +$580K +55,248 +7%
CCM
67
Covington Capital Management
California
$8.79M -$21.8K -2,072 -0.2%
MWM
68
MinichMacGregor Wealth Management
New York
$8.49M -$2.78M -265,152 -25%
UWM
69
USAdvisors Wealth Management
Minnesota
$8.44M -$5.21K -496 -0.1%
LA
70
LVW Advisors
New York
$8.4M -$269K -25,568 -3%
SWA
71
Stratos Wealth Advisors
Ohio
$8.23M -$689K -65,568 -8%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$8.2M +$364K +34,648 +5%
OCM
73
One Capital Management
California
$8.16M -$709K -67,512 -8%
AIA
74
Arcadia Investment Advisors
Idaho
$7.94M -$201K -19,096 -2%
PAG
75
Private Advisor Group
New Jersey
$7.85M +$3.83M +362,040 +95%
1 2
3
4 5