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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 %
IAS
151
IMA Advisory Services
Colorado
$3.39M +$67.1K +5,776 +2%
IFWM
152
Institute for Wealth Management
Colorado
$3.36M -$557 -48 -0%
LWM
153
Laidlaw Wealth Management
New York
$3.33M +$3.33M +286,928 New
CG
154
Colony Group
Massachusetts
$3.3M -$2.97K -256 -0.1%
US Bancorp
155
US Bancorp
Minnesota
$3.29M -$69.7K -6,000 -2%
MA
156
Mutual Advisors
Nebraska
$3.28M +$1.42M +122,160 +76%
MAM
157
Marotta Asset Management
Virginia
$3.23M +$3.23M +267,576 New
OPA
158
Old Port Advisors
Maine
$3.22M -$78.3K -6,648 -2%
LC
159
LCNB Corp
Ohio
$3.22M +$92.5K +7,968 +3%
RFA
160
Reilly Financial Advisors
California
$3.18M -$11.5K -992 -0.4%
HA
161
HC Advisors
Georgia
$3.17M +$3.17M +273,328 New
CA
162
Cambridge Advisors
Nebraska
$3.17M +$45.5K +3,920 +1%
MS
163
Madden Securities
Texas
$3.09M +$3.09M +266,016 New
CFA
164
Cahill Financial Advisors
Minnesota
$3.05M -$111K -9,520 -3%
CA
165
Cetera Advisors
Colorado
$3.02M +$65K +5,600 +2%
BFM
166
Broadview Financial Management
Wisconsin
$3.02M -$73.6K -6,336 -2%
HWA
167
HCR Wealth Advisors
California
$3.01M +$3.01M +258,784 New
SPI
168
Santori & Peters Inc
Pennsylvania
$2.95M +$31.8K +2,736 +1%
AG
169
Advisor Group
Arizona
$2.91M +$194K +16,696 +7%
JPLA
170
Joseph P. Lucia & Associates
New York
$2.9M -$89.4K -7,696 -3%
MAS
171
Managed Account Services
Florida
$2.84M -$38.1K -3,184 -1%
CCA
172
Clearwater Capital Advisors
Illinois
$2.74M -$392K -33,768 -13%
SCM
173
Southport Capital Management
Tennessee
$2.73M +$2.73M +235,152 New
BCWM
174
Blue Chip Wealth Management
Florida
$2.71M +$36.6K +3,152 +1%
SA
175
Strategic Advisors
New York
$2.7M +$616K +53,024 +30%
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