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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 Market Value Shares Shares
Change 		Shares
Change %
NDSI
76
Newman Dignan & Sheerar Inc
Rhode Island
$7.65M 728,336 -7,064 -1%
FWP
77
FAS Wealth Partners
Kansas
$7.63M 726,784 -1,672 -0.2%
CAN
78
Cetera Advisor Networks
California
$7.61M 724,736 +23,712 +3%
LWAC
79
Laurel Wealth Advisors (California)
California
$7.6M 723,896 +509,448 +238%
HighTower Advisors
80
HighTower Advisors
Illinois
$7.53M 716,448 -12,288 -2%
CCM
81
Coldstream Capital Management
Washington
$7.52M 715,704 -18,520 -3%
ACM
82
Alpha Capital Management
Texas
$7.46M 710,472 -2,632 -0.4%
MIAN
83
Mariner Independent Advisor Network
Kansas
$7.21M 689,456 -120,504 -15%
CGFA
84
Colton Groome Financial Advisors
North Carolina
$7.2M 656,384 -915,472 -58%
SDWMA
85
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.02M 668,352 +156,872 +31%
AIP
86
Almanack Investment Partners
Pennsylvania
$7M 666,904 +666,904 New
TWP
87
Total Wealth Planning
Ohio
$6.82M 649,168 +43,712 +7%
AA
88
Advisory Alpha
Michigan
$6.59M 632,360 +85,088 +16%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$6.51M 619,704 +75,648 +14%
CCMG
90
Clark Capital Management Group
Pennsylvania
$6.46M 615,456 -18,608 -3%
PWSG
91
Pacific Wealth Strategies Group
California
$6.45M 614,376 +11,800 +2%
CFMC
92
Curbstone Financial Management Corp
New Hampshire
$6.38M 607,904 -1,592 -0.3%
ACM
93
AlphaStar Capital Management
North Carolina
$6.31M 600,536 +8,912 +2%
LFS
94
Legacy Financial Strategies
Kansas
$6.27M 578,848 +112,424 +24%
PRS
95
Pinkerton Retirement Specialists
Idaho
$6.16M 586,272 +61,048 +12%
G
96
Gainplan
Michigan
$5.93M 564,784 +564,784 New
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$5.81M 553,240 -32,216 -6%
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$5.77M 549,664 +498,976 +984%
MML Investors Services
99
MML Investors Services
Massachusetts
$5.74M 546,712 -148,144 -21%
FFWA
100
FRG Family Wealth Advisors
Washington
$5.74M 546,120 +112,272 +26%
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4
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