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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 Holding Trade Value Shares
Change 		Shares
Change %
SFWC
101
Strategic Family Wealth Counselors
New Jersey
$5.58M +$12.9K +1,232 +0.2%
AWS
102
AJ Wealth Strategies
New York
$5.17M +$81.1K +7,728 +2%
RWM
103
RKL Wealth Management
Pennsylvania
$5.15M -$335K -31,952 -6%
KWM
104
Kingsview Wealth Management
Oregon
$5.1M +$710K +67,648 +16%
SBA
105
Secrest Blakey & Associates
North Carolina
$5.06M +$59.6K +5,680 +1%
HB
106
Homrich & Berg
Georgia
$4.93M -$36.5K -3,472 -0.7%
LCC
107
Lincoln Capital Corp
Rhode Island
$4.79M -$90.2K -8,592 -2%
WSTAM
108
Wilbanks Smith & Thomas Asset Management
Virginia
$4.74M -$15.4K -1,464 -0.3%
GC
109
Garde Capital
Washington
$4.69M +$89K +8,472 +2%
MAS
110
Madden Advisory Services
Florida
$4.62M -$1.31M -124,896 -22%
SCP
111
Shorepoint Capital Partners
Massachusetts
$4.62M -$413K -39,304 -8%
MGIA
112
Moneta Group Investment Advisors
Missouri
$4.52M +$592K +56,336 +15%
SFA
113
Sequoia Financial Advisors
Ohio
$4.48M +$2.81M +267,168 +168%
RPGK
114
Retirement Planning Group (Kansas)
Kansas
$4.47M +$4.47M +426,008 New
CFS
115
CRA Financial Services
New Jersey
$4.42M +$96.4K +9,176 +2%
SPC
116
Sigma Planning Corp
Michigan
$4.37M -$35.3K -3,360 -0.8%
FPFS
117
First Personal Financial Services
North Carolina
$4.35M -$34K -3,240 -0.8%
CCM
118
Condor Capital Management
New Jersey
$4.33M -$6.22K -592 -0.1%
SIA
119
Starfire Investment Advisers
Michigan
$4.17M +$152K +14,432 +4%
FSA
120
Financial Services Advisory
Maryland
$4.16M -$4.14M -393,792 -50%
RRC
121
Relaxing Retirement Coach
Massachusetts
$4.12M -$27K -2,576 -0.7%
SWP
122
Stratos Wealth Partners
Ohio
$4.1M +$122K +11,600 +3%
JWA
123
JFS Wealth Advisors
Pennsylvania
$3.84M -$117K -11,104 -3%
SWM
124
SeaCrest Wealth Management
New York
$3.8M -$35.4K -3,368 -0.9%
SFG
125
Sage Financial Group
Pennsylvania
$3.68M -$54.4K -5,184 -1%
3 4
5
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