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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
Financial Engines Advisors
California
$923M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$87.2M
3
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$30.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$30.2M
5
AssetMark Inc
AssetMark Inc
California
$26.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$14.9M
2
PFG
Piershale Financial Group
Illinois
$11.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$14.8M
4
AG
Advisor Group
Arizona
$2.96M
5
PL
Polianta Ltd
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
176
Avestar Capital
New York
$1.59M -$84.6K -8,688 -5%
SWM
177
SVA Wealth Management
Wisconsin
$1.57M -$67K -6,744 -4%
PCMC
178
Private Capital Management (Colorado)
Colorado
$1.56M -$73.4K -7,392 -4%
FWM
179
Frontier Wealth Management
Missouri
$1.54M -$41.1K -4,144 -3%
H
180
HoyleCohen
California
$1.42M +$19.3K +1,944 +1%
BBPWM
181
Blue Bell Private Wealth Management
Pennsylvania
$1.38M -$1.51K -152 -0.1%
SHA
182
Seneca House Advisors
Virginia
$1.35M +$124K +12,448 +10%
LWAC
183
Laurel Wealth Advisors (California)
California
$1.33M +$32.4K +3,264 +2%
PFA
184
Pinnacle Family Advisors
Missouri
$1.3M -$869K -87,496 -40%
CG
185
Colony Group
Massachusetts
$1.29M +$70.8K +7,128 +6%
UB
186
UMB Bank
Missouri
$1.28M -$159 -16 -0%
ECG
187
Edge Capital Group
Georgia
$1.24M +$715 +72 +0.1%
JFG
188
JMG Financial Group
Illinois
$1.17M -$57.1K -5,752 -5%
SHJ
189
Sharkey, Howes & Javer
Colorado
$1.17M -$188K -18,920 -14%
SFS
190
Sowell Financial Services
Arkansas
$1.14M -$15K -1,512 -1%
WDL
191
Well Done LLC
Michigan
$1.12M -$100K -10,120 -8%
MWM
192
Meridian Wealth Management
Kentucky
$1.05M +$27.9K +2,808 +3%
AWMG
193
Alliance Wealth Management Group
New Jersey
$1.03M -$74.4K -7,488 -7%
TCM
194
Towercrest Capital Management
Pennsylvania
$1.03M -$74.3K -7,488 -7%
BIA
195
BHK Investment Advisors
Alabama
$1.02M +$536K +53,984 +110%
MA
196
Mutual Advisors
Nebraska
$1.02M -$4.53K -456 -0.4%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$1.01M +$108K +10,912 +12%
EWM
198
Edge Wealth Management
New York
$1.01M -$57.5K -5,792 -5%
SC
199
Savant Capital
Illinois
$1.01M +$79 +8 +0%
RJA
200
Raymond James & Associates
Florida
$1M -$9.77K -984 -1%
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