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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.

New
Increased
Maintained
Reduced
Closed
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 %
FSA
101
Financial Services Advisory
Maryland
$4.14M +$4.14M +416,832 New
LFS
102
Legacy Financial Strategies
Kansas
$4.12M +$1.18M +118,968 +40%
SDWMA
103
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.11M +$4.11M +414,072 New
SWM
104
SeaCrest Wealth Management
New York
$4.09M +$51.4K +5,176 +1%
CCM
105
Condor Capital Management
New Jersey
$4.04M -$44.9K -4,520 -1%
JWA
106
JFS Wealth Advisors
Pennsylvania
$3.98M -$56.7K -5,712 -1%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$3.98M -$1.12M -112,832 -22%
JIC
108
Johnson Investment Counsel
Ohio
$3.94M +$3.37M +339,168 +588%
SIA
109
Starfire Investment Advisers
Michigan
$3.87M -$6.67K -672 -0.2%
SPC
110
Sigma Planning Corp
Michigan
$3.75M +$1.58M +158,824 +73%
CFS
111
CRA Financial Services
New Jersey
$3.73M +$277K +27,896 +8%
CCMG
112
Clark Capital Management Group
Pennsylvania
$3.6M -$215K -21,632 -6%
WSTAM
113
Wilbanks Smith & Thomas Asset Management
Virginia
$3.58M +$59.6K +6,000 +2%
MML Investors Services
114
MML Investors Services
Massachusetts
$3.53M +$635K +63,960 +22%
PRS
115
Pinkerton Retirement Specialists
Idaho
$3.35M -$3.56M -358,584 -52%
SFG
116
Sage Financial Group
Pennsylvania
$3.28M +$416K +41,904 +15%
TYCC
117
Texas Yale Capital Corp
Florida
$3.27M +$1.64M +164,856 +100%
STMM
118
South Texas Money Management
Texas
$3.2M -$86.8K -8,744 -3%
LFA
119
Legend Financial Advisors
Pennsylvania
$3.13M +$202K +20,336 +7%
SWA
120
Stratos Wealth Advisors
Ohio
$3.12M +$926K +93,312 +42%
CHA
121
Cooper/Haims Advisors
New York
$3.12M -$1.51M -152,376 -33%
CMP
122
Courage Miller Partners
Virginia
$3.1M +$6.43K +648 +0.2%
KM
123
Kalos Management
Georgia
$3.1M -$155K -15,584 -5%
CCA
124
Clearwater Capital Advisors
Illinois
$3.08M -$208K -20,976 -6%
MCIA
125
Mountain Capital Investment Advisors
Colorado
$3.01M -$12.1K -1,216 -0.4%
3 4
5
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