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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.

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 %
SDWMA
76
Schneider Downs Wealth Management Advisors
Pennsylvania
$9.02M +$1.26M +108,592 +16%
HighTower Advisors
77
HighTower Advisors
Illinois
$8.83M +$503K +43,272 +6%
AWM
78
Argent Wealth Management
Massachusetts
$8.74M +$8.74M +752,240 New
FFWA
79
FRG Family Wealth Advisors
Washington
$8.66M +$2.31M +199,256 +36%
FWP
80
FAS Wealth Partners
Kansas
$8.62M +$174K +15,008 +2%
EWA
81
EP Wealth Advisors
California
$8.58M +$7.26M +624,848 +549%
SWA
82
Stratos Wealth Advisors
Ohio
$8.41M -$691K -59,496 -8%
AIA
83
Arcadia Investment Advisors
Idaho
$8.26M -$522K -44,912 -6%
SL
84
Systelligence LLC
Minnesota
$8.25M +$8.25M +710,136 New
LFS
85
Legacy Financial Strategies
Kansas
$8.22M +$1.5M +128,720 +22%
CCM
86
Coldstream Capital Management
Washington
$8.21M -$106K -9,152 -1%
LA
87
LVW Advisors
New York
$8.12M -$1.17M -100,704 -13%
ACM
88
Alpha Capital Management
Texas
$8.11M -$145K -12,472 -2%
AA
89
Advisory Alpha
Michigan
$7.9M +$297K +24,656 +4%
TWP
90
Total Wealth Planning
Ohio
$7.61M +$72.1K +6,208 +1%
GGI
91
GPM Growth Investors
Michigan
$7.53M +$7.53M +648,488 New
CGFA
92
Colton Groome Financial Advisors
North Carolina
$7.51M -$116K -9,960 -2%
AI
93
Atria Investments
North Carolina
$7.44M +$6M +516,856 +418%
ACM
94
AlphaStar Capital Management
North Carolina
$7.25M +$272K +23,456 +4%
PWSG
95
Pacific Wealth Strategies Group
California
$7.16M +$28.5K +2,456 +0.4%
CFMC
96
Curbstone Financial Management Corp
New Hampshire
$7.11M +$46.5K +4,000 +0.7%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$7.08M -$120K -10,320 -2%
KWM
98
Kingsview Wealth Management
Oregon
$7.06M +$1.42M +122,320 +25%
MIAN
99
Mariner Independent Advisor Network
Kansas
$6.68M -$1.4M -119,536 -17%
OCM
100
One Capital Management
California
$6.64M -$2.38M -204,784 -26%
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