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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 %
PA
201
PFG Advisors
Arizona
$998K +$128K +12,344 +15%
SIAS
202
Shine Investment Advisory Services
Colorado
$997K +$953 +96 +0.1%
ASN
203
Advisory Services Network
Georgia
$980K +$85.6K +8,624 +10%
AWM
204
AE Wealth Management
Kansas
$973K +$290K +29,224 +42%
FNBOO
205
First National Bank of Omaha
Nebraska
$969K – – –
SS
206
Simplicity Solutions
Minnesota
$965K +$282K +28,360 +41%
BCP
207
Blackhawk Capital Partners
Wisconsin
$964K -$1.63M -163,656 -63%
LCM
208
Liberty Capital Management
Michigan
$962K +$3.89K +392 +0.4%
FA
209
Fagan Associates
New York
$960K +$159K +15,992 +20%
LNC
210
Lincoln National Corp
Pennsylvania
$934K +$4.21K +424 +0.5%
CWM
211
Cornerstone Wealth Management
Missouri
$933K +$1.69K +136 +0.2%
AA
212
Apriem Advisors
California
$914K -$10.6K -1,072 -1%
EWA
213
EP Wealth Advisors
California
$899K -$12.2K -1,224 -1%
WWM
214
Windsor Wealth Management
Indiana
$899K – – –
LW
215
Linscomb Wealth
Texas
$891K +$43.3K +4,360 +5%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$887K +$246K +24,768 +38%
CHA
217
Carmichael Hill & Associates
Maryland
$869K +$26.5K +2,664 +3%
BW
218
Bison Wealth
Georgia
$864K +$38.1K +3,832 +5%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$840K -$3.89K -392 -0.5%
TF
220
Trek Financial
Arizona
$822K -$331K -33,320 -29%
BAC
221
Boys Arnold & Co
North Carolina
$817K +$715 +72 +0.1%
DSC
222
Duncker Streett & Co
Missouri
$772K +$32.1K +3,232 +4%
JC
223
Jentner Corp
Ohio
$746K -$8.9K -896 -1%
William Blair & Company
224
William Blair & Company
Illinois
$693K +$45.3K +4,560 +7%
FA
225
FC Advisory
Pennsylvania
$691K -$8.34K -840 -1%
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