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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.

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 %
NDSI
76
Newman Dignan & Sheerar Inc
Rhode Island
$7.32M -$247K -24,872 -3%
FWP
77
FAS Wealth Partners
Kansas
$7.31M +$560K +56,416 +8%
ACM
78
Alpha Capital Management
Texas
$7.15M +$406K +40,864 +6%
MAS
79
Madden Advisory Services
Florida
$6.3M -$44.1K -4,440 -0.7%
PWSG
80
Pacific Wealth Strategies Group
California
$6.04M -$72.5K -7,304 -1%
CFMC
81
Curbstone Financial Management Corp
New Hampshire
$5.9M +$253K +25,504 +4%
ACM
82
AlphaStar Capital Management
North Carolina
$5.86M +$708K +71,296 +14%
TWP
83
Total Wealth Planning
Ohio
$5.78M +$684K +68,896 +13%
MIAN
84
Mariner Independent Advisor Network
Kansas
$5.74M +$1.84M +185,192 +47%
PGA
85
Premia Global Advisors
Florida
$5.65M +$5.65M +569,824 New
AA
86
Advisory Alpha
Michigan
$5.3M +$964K +95,024 +22%
SFWC
87
Strategic Family Wealth Counselors
New Jersey
$5.29M +$306K +30,776 +6%
SCP
88
Shorepoint Capital Partners
Massachusetts
$5.16M +$5.16M +519,184 New
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$5.13M -$179K -18,048 -3%
RWM
90
RKL Wealth Management
Pennsylvania
$5.11M +$189K +19,032 +4%
AWS
91
AJ Wealth Strategies
New York
$4.91M -$463K -46,600 -9%
HB
92
Homrich & Berg
Georgia
$4.71M +$41.5K +4,184 +0.9%
CA
93
Cetera Advisors
Colorado
$4.59M -$31.2K -3,144 -0.7%
LCC
94
Lincoln Capital Corp
Rhode Island
$4.59M +$253K +25,528 +6%
SBA
95
Secrest Blakey & Associates
North Carolina
$4.54M -$932K -93,912 -17%
GC
96
Garde Capital
Washington
$4.45M +$291K +29,272 +7%
FPFS
97
First Personal Financial Services
North Carolina
$4.4M -$210K -21,152 -5%
VV
98
Valentine Ventures
Oregon
$4.33M +$1.67M +167,992 +63%
SWP
99
Stratos Wealth Partners
Ohio
$4.19M +$40.2K +4,048 +1%
RRC
100
Relaxing Retirement Coach
Massachusetts
$4.17M -$167K -16,824 -4%
2 3
4
5 6