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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
+$886M
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
+$19.6M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$23.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$19.7M
3
FEG
Fund Evaluation Group
Ohio
-$19.4M
4
CGFA
Colton Groome Financial Advisors
North Carolina
-$10M
5
WIA
World Investment Advisors
California
-$9.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
176
Asset Dedication LLC
California
$1.96M +$421 +40 +0%
Koshinski Asset Management
177
Koshinski Asset Management
Illinois
$1.94M -$1.49M -141,800 -43%
LFA
178
Legend Financial Advisors
Pennsylvania
$1.94M -$12.4K -1,184 -0.6%
PV
179
Private Vista
Illinois
$1.9M -$44.6K -4,248 -2%
WP
180
WealthSource Partners
California
$1.89M +$1.54M +146,280 +436%
SA
181
Strategic Advisors
New York
$1.88M +$1.88M +179,296 New
Goldman Sachs
182
Goldman Sachs
New York
$1.84M +$751K +71,560 +69%
BIA
183
BHK Investment Advisors
Alabama
$1.82M +$588 +56 +0%
BPWA
184
Beacon Pointe Wealth Advisors
California
$1.8M +$697K +66,240 +63%
LFPWM
185
Leicht Financial Planning & Wealth Management
New Jersey
$1.75M -$167K -15,864 -9%
CIAS
186
Capital Investment Advisory Services
North Carolina
$1.74M +$336 +32 +0%
TYCC
187
Texas Yale Capital Corp
Florida
$1.73M -$1.18K -112 -0.1%
AC
188
Avestar Capital
New York
$1.72M -$176K -16,728 -9%
MA
189
Mutual Advisors
Nebraska
$1.69M +$256K +24,384 +18%
SWM
190
SVA Wealth Management
Wisconsin
$1.63M -$13.4K -1,272 -0.8%
ASN
191
Advisory Services Network
Georgia
$1.61M – – –
H
192
HoyleCohen
California
$1.61M +$49.8K +4,744 +3%
PCMC
193
Private Capital Management (Colorado)
Colorado
$1.59M -$44.4K -4,232 -3%
SBSB
194
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.55M +$3.61K +344 +0.2%
PA
195
PFG Advisors
Arizona
$1.55M +$24.7K +2,368 +2%
FWM
196
Frontier Wealth Management
Missouri
$1.54M -$56.5K -5,376 -4%
LBC
197
Lowe Brockenbrough & Co
Virginia
$1.47M +$1.11M +105,712 +305%
BBPWM
198
Blue Bell Private Wealth Management
Pennsylvania
$1.45M +$12.3K +1,168 +0.9%
SHA
199
Seneca House Advisors
Virginia
$1.4M -$54.2K -5,160 -4%
FA
200
Fagan Associates
New York
$1.36M +$270K +25,720 +25%
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