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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 %
AFG
176
Albion Financial Group
Utah
$2.68M -$31.1K -2,680 -1%
SAM
177
Smithbridge Asset Management
Pennsylvania
$2.66M +$67.8K +5,840 +3%
RJA
178
Raymond James & Associates
Florida
$2.61M +$103K +8,840 +4%
FAAS
179
First Allied Advisory Services
California
$2.56M +$170K +14,576 +7%
IA
180
IFP Advisors
Florida
$2.53M -$508K -43,536 -17%
GHA
181
GW Henssler & Associates
Georgia
$2.49M -$136K -11,672 -5%
BCP
182
Blackhawk Capital Partners
Wisconsin
$2.47M – – –
PWMG
183
Prestige Wealth Management Group
New Jersey
$2.46M +$17.2K +1,480 +0.7%
SFSG
184
Stearns Financial Services Group
North Carolina
$2.44M +$84.7K +7,296 +4%
Creative Planning
185
Creative Planning
Kansas
$2.42M +$204K +17,536 +9%
FANJ
186
Financial Architects (New Jersey)
New Jersey
$2.41M +$94.9K +8,168 +4%
JWBC
187
John W. Brooker & Co
California
$2.37M +$2.37M +204,328 New
BPA
188
Beacon Pointe Advisors
California
$2.35M +$149K +12,872 +7%
FWM
189
Filbrandt Wealth Management
Wisconsin
$2.3M +$2.3M +197,848 New
Citadel Advisors
190
Citadel Advisors
Florida
$2.28M +$2.28M +196,344 New
TNA
191
True North Advisors
Texas
$2.27M +$2.27M +195,392 New
DAS
192
Dynamic Advisor Solutions
Arizona
$2.26M +$1.58K +136 +0.1%
FWM
193
Focused Wealth Management
New York
$2.25M – – –
SS
194
Simplicity Solutions
Minnesota
$2.24M +$1.83M +157,896 +450%
CWP
195
Capital Wealth Planning
Florida
$2.24M +$1.3K +112 +0.1%
CHA
196
Cooper/Haims Advisors
New York
$2.24M -$145K -12,504 -6%
ADL
197
Asset Dedication LLC
California
$2.21M +$45.6K +3,928 +2%
ECML
198
Eagle Capital Management (Louisiana)
Louisiana
$2.18M -$42.1K -3,624 -2%
EW
199
Element Wealth
Mississippi
$2.13M +$2.13M +183,584 New
LFA
200
Legend Financial Advisors
Pennsylvania
$2.12M -$17.1K -1,472 -0.8%
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