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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 Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$6.46M 555,944 +2,704 +0.5%
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$6.42M 552,824 +3,160 +0.6%
FAN
103
Financial Advisors Network
California
$6.35M 546,944 +232,264 +74%
SFWC
104
Strategic Family Wealth Counselors
New Jersey
$6.08M 523,464 -7,896 -1%
CAG
105
Curtis Advisory Group
California
$6.06M 522,040 +522,040 New
BWM
106
BerganKDV Wealth Management
Minnesota
$6.04M 519,664 +519,664 New
MML Investors Services
107
MML Investors Services
Massachusetts
$6.01M 517,056 -29,656 -5%
PRS
108
Pinkerton Retirement Specialists
Idaho
$5.93M 510,488 -75,784 -13%
RWM
109
RKL Wealth Management
Pennsylvania
$5.81M 499,824 +9,320 +2%
Jane Street
110
Jane Street
New York
$5.8M 499,168 -522,312 -51%
AWS
111
AJ Wealth Strategies
New York
$5.71M 491,208 -1,160 -0.2%
MGIA
112
Moneta Group Investment Advisors
Missouri
$5.58M 480,552 +50,416 +12%
HB
113
Homrich & Berg
Georgia
$5.41M 465,992 -3,512 -0.7%
IA
114
IndexIQ Advisors
New York
$5.41M 465,512 +170,232 +58%
IAA
115
Independent Advisor Alliance
North Carolina
$5.36M 461,744 +461,744 New
AWM
116
AE Wealth Management
Kansas
$5.28M 454,624 +329,800 +264%
CFS
117
CRA Financial Services
New Jersey
$5.21M 448,408 +27,992 +7%
ISWM
118
Independent Solutions Wealth Management
New York
$5.2M 447,816 +447,816 New
WSTAM
119
Wilbanks Smith & Thomas Asset Management
Virginia
$5.19M 446,544 -4,328 -1%
SFA
120
Sequoia Financial Advisors
Ohio
$5.18M 446,112 +19,632 +5%
GC
121
Garde Capital
Washington
$5.06M 436,040 -10,960 -2%
CCMG
122
Clark Capital Management Group
Pennsylvania
$5.01M 431,256 -184,200 -30%
SPC
123
Sigma Planning Corp
Michigan
$4.87M 419,440 +3,168 +0.8%
SCP
124
Shorepoint Capital Partners
Massachusetts
$4.84M 417,040 -22,808 -5%
MAS
125
Madden Advisory Services
Florida
$4.82M 415,256 -25,152 -6%
3 4
5
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