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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
$931M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.2M
3
FMP
Financial Management Professionals
Texas
$26.2M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
$25.4M
5
Financial Engines Advisors
Financial Engines Advisors
California
$994M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
$32.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19.8M
3
FEG
Fund Evaluation Group
Ohio
$96.4M
4
CGFA
Colton Groome Financial Advisors
North Carolina
$7.2M
5
WIA
World Investment Advisors
California
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAJ
126
Ogorek Anthony Joseph
New York
$3.62M +$1.07M +101,984 +42%
RWM
127
Reston Wealth Management
Virginia
$3.43M +$3.43M +326,384 New
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$3.42M +$2.34M +222,960 +217%
FAN
129
Financial Advisors Network
California
$3.31M +$529K +50,328 +19%
FVWA
130
Foster Victor Wealth Advisors
South Carolina
$3.24M +$1.33M +127,472 +70%
CMP
131
Courage Miller Partners
Virginia
$3.21M -$86.6K -8,248 -3%
IA
132
IndexIQ Advisors
New York
$3.1M +$2.94M +279,888 +1,818%
BC
133
Burleson & Co
California
$3.09M +$77.5K +7,304 +3%
IFWM
134
Institute for Wealth Management
Colorado
$3.04M +$4.2K +400 +0.1%
US Bancorp
135
US Bancorp
Minnesota
$3.03M +$45K +4,288 +2%
IAS
136
IMA Advisory Services
Colorado
$3M -$46.8K -4,456 -2%
CG
137
Colony Group
Massachusetts
$2.98M -$25.2K -2,400 -0.8%
STMM
138
South Texas Money Management
Texas
$2.98M -$245K -23,344 -8%
OPA
139
Old Port Advisors
Maine
$2.94M +$83.2K +7,928 +3%
RRWA
140
Rainey & Randall Wealth Advisors
Florida
$2.9M +$26.7K +2,544 +0.9%
KM
141
Kalos Management
Georgia
$2.89M +$91.8K +8,312 +3%
RFA
142
Reilly Financial Advisors
California
$2.88M -$101K -9,608 -3%
CFA
143
Cahill Financial Advisors
Minnesota
$2.86M +$251K +23,928 +10%
CCA
144
Clearwater Capital Advisors
Illinois
$2.84M -$150K -14,272 -5%
LC
145
LCNB Corp
Ohio
$2.83M +$255K +24,288 +10%
CA
146
Cambridge Advisors
Nebraska
$2.82M +$18.6K +1,776 +0.7%
BFM
147
Broadview Financial Management
Wisconsin
$2.79M +$19.5K +1,856 +0.7%
IA
148
IFP Advisors
Florida
$2.73M +$2.73M +260,224 New
BL
149
Balentine LLC
Georgia
$2.72M – – –
JPLA
150
Joseph P. Lucia & Associates
New York
$2.7M -$21.5K -2,048 -0.8%
4 5
6
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