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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.

New
Increased
Maintained
Reduced
Closed
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
Truist Financial
North Carolina
$59.1M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$162M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.12B
4
PCIA
Prime Capital Investment Advisors
Kansas
$29.7M
5
MG
Mather Group
Illinois
$167M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$55.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
GC
Gratus Capital
Georgia
$17M
4
HGWM
Harvest Group Wealth Management
Massachusetts
$57K
5
MAM
Marquette Asset Management
Minnesota
$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
126
Condor Capital Management
New Jersey
$4.73M -$58.4K -5,032 -1%
CONA
127
Capital One National Association
New York
$4.65M +$4.65M +400,496 New
SWP
128
Stratos Wealth Partners
Ohio
$4.58M +$40.3K +3,472 +0.9%
SIA
129
Starfire Investment Advisers
Michigan
$4.54M -$77.3K -6,656 -2%
RRC
130
Relaxing Retirement Coach
Massachusetts
$4.53M -$26.8K -2,304 -0.6%
FPFS
131
First Personal Financial Services
North Carolina
$4.49M -$321K -27,640 -7%
KM
132
Kalos Management
Georgia
$4.46M +$1.16M +91,736 +35%
FVWA
133
Foster Victor Wealth Advisors
South Carolina
$4.38M +$711K +60,072 +19%
IAP
134
Indie Asset Partners
Indiana
$4.25M +$4.25M +365,936 New
JWA
135
JFS Wealth Advisors
Pennsylvania
$4.24M -$5.2K -448 -0.1%
CSPIA
136
Cary Street Partners Investment Advisory
Virginia
$4.22M +$4.22M +363,392 New
SWM
137
SeaCrest Wealth Management
New York
$4.18M -$24.3K -2,096 -0.6%
SBL
138
Sargent Bickham Lagudis
Colorado
$4.17M +$1.71M +147,400 +70%
SFG
139
Sage Financial Group
Pennsylvania
$4.07M +$2.32K +200 +0.1%
FSA
140
Financial Services Advisory
Maryland
$4.06M -$539K -46,432 -12%
QAM
141
Q3 Asset Management
Michigan
$4M +$4M +344,624 New
SWM
142
Sculati Wealth Management
Michigan
$3.94M +$3.94M +339,232 New
GPFA
143
Game Plan Financial Advisors
Ohio
$3.92M +$3.92M +337,680 New
ASN
144
Advisory Services Network
Georgia
$3.79M +$1.99M +170,968 +110%
Koshinski Asset Management
145
Koshinski Asset Management
Illinois
$3.73M +$1.59M +137,288 +74%
RWM
146
Reston Wealth Management
Virginia
$3.68M -$115K -9,872 -3%
BC
147
Burleson & Co
California
$3.61M +$54.7K +4,488 +2%
EE
148
EWG Elevate
California
$3.58M +$3.58M +308,280 New
CMP
149
Courage Miller Partners
Virginia
$3.52M -$28.3K -2,440 -0.8%
RRWA
150
Rainey & Randall Wealth Advisors
Florida
$3.43M +$225K +19,336 +7%
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