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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
1
Truist Financial
North Carolina
$59.1M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$162M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.12B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$29.7M
5
MG
5
Mather Group
Illinois
$167M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$55.5M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
GC
3
Gratus Capital
Georgia
$17M
4
HGWM
4
Harvest Group Wealth Management
Massachusetts
$57K
5
MAM
5
Marquette Asset Management
Minnesota
$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
51
Denver PWM
Colorado
$15.5M -$1.04M -88,616 -6%
MFGP
52
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.4M +$739K +63,640 +5%
I
53
INVST
Indiana
$15M -$2.12M -182,248 -12%
VFA
54
Voya Financial Advisors
Connecticut
$14.5M +$310K +26,744 +2%
SAMC
55
Spectrum Asset Management (California)
California
$14.3M +$259K +22,336 +2%
BA
56
Ballast Advisors
Minnesota
$14.1M +$14.1M +1,212,528 New
HCM
57
Hengehold Capital Management
Ohio
$13.4M -$628K -54,064 -4%
NFG
58
Nadler Financial Group
Illinois
$13.2M +$465K +40,056 +4%
ACA
59
Affinity Capital Advisors
California
$12.9M +$12.9M +1,113,192 New
GIA
60
Gladstone Institutional Advisory
Florida
$12.7M +$207K +17,800 +2%
Bank of America
61
Bank of America
North Carolina
$12.3M -$4.02M -346,064 -25%
GIA
62
GHP Investment Advisors
Colorado
$12.1M +$140K +12,032 +1%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$11.9M +$2.66M +226,208 +29%
NWS
64
Newport Wealth Strategies
California
$11.1M -$1.73M -146,688 -14%
HA
65
Harborview Advisors
Maine
$11M -$602K -51,872 -5%
XF
66
XML Financial
Maryland
$11M +$11M +948,032 New
PAG
67
Private Advisor Group
New Jersey
$10.4M +$1.77M +152,144 +20%
RC
68
Rovin Capital
Arizona
$10.3M +$10.3M +887,056 New
MWM
69
MinichMacGregor Wealth Management
New York
$9.87M +$484K +41,672 +5%
OWM
70
Opes Wealth Management
California
$9.86M -$1.83M -157,704 -16%
CCM
71
Covington Capital Management
California
$9.8M +$78.7K +6,776 +0.8%
CAN
72
Cetera Advisor Networks
California
$9.59M +$1.17M +100,680 +14%
LWAC
73
Laurel Wealth Advisors (California)
California
$9.36M +$957K +82,368 +11%
WIA
74
World Investment Advisors
California
$9.22M +$7.89M +679,568 +594%
UWM
75
USAdvisors Wealth Management
Minnesota
$9.16M -$217K -18,640 -2%
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