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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 %
PWMG
151
Prestige Wealth Management Group
New Jersey
$2.2M -$185K -18,656 -8%
SBL
152
Sargent Bickham Lagudis
Colorado
$2.2M +$1.18M +118,528 +116%
WC
153
Westwind Capital
New Mexico
$2.18M -$2.77M -279,048 -56%
CA
154
Cambridge Advisors
Nebraska
$2.14M -$172K -17,344 -7%
SAM
155
Smithbridge Asset Management
Pennsylvania
$2.13M +$2.62K +264 +0.1%
SFSG
156
Stearns Financial Services Group
North Carolina
$2.06M -$169K -17,008 -8%
MGIA
157
Moneta Group Investment Advisors
Missouri
$2.04M +$35.4K +3,568 +2%
ECML
158
Eagle Capital Management (Louisiana)
Louisiana
$2.02M +$225K +22,648 +13%
GHA
159
GW Henssler & Associates
Georgia
$2.01M +$30.8K +3,104 +2%
FVWA
160
Foster Victor Wealth Advisors
South Carolina
$2M -$885K -89,096 -31%
PV
161
Private Vista
Illinois
$1.9M -$2.55M -256,488 -57%
FANJ
162
Financial Architects (New Jersey)
New Jersey
$1.88M +$200K +20,128 +12%
DAS
163
Dynamic Advisor Solutions
Arizona
$1.87M +$6.83K +688 +0.4%
ADL
164
Asset Dedication LLC
California
$1.87M +$3.18K +320 +0.2%
Creative Planning
165
Creative Planning
Kansas
$1.85M +$197K +19,792 +12%
ACG
166
Allen Capital Group
Nebraska
$1.84M -$440K -44,264 -19%
LFPWM
167
Leicht Financial Planning & Wealth Management
New Jersey
$1.8M -$606K -61,056 -25%
PIP
168
Peachtree Investment Partners
Florida
$1.78M +$828K +83,352 +87%
BPA
169
Beacon Pointe Advisors
California
$1.78M +$187K +18,840 +12%
BCWM
170
Blue Chip Wealth Management
Florida
$1.77M +$140K +14,104 +9%
FAN
171
Financial Advisors Network
California
$1.75M +$1.75M +179,664 New
FAAS
172
First Allied Advisory Services
California
$1.73M +$764K +76,728 +80%
SGAM
173
Steinberg Global Asset Management
Florida
$1.69M -$804K -80,928 -32%
CIAS
174
Capital Investment Advisory Services
North Carolina
$1.66M -$20.2K -2,032 -1%
SFA
175
Sequoia Financial Advisors
Ohio
$1.61M -$2.67M -269,080 -62%
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