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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 %
FAIM
201
Financial Advocates Investment Management
Washington
$1.35M +$348K +33,120 +35%
BC
202
Bartlett & Co
Ohio
$1.33M -$1.15M -109,912 -47%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$1.33M -$1.15M -109,912 -47%
AWM
204
AE Wealth Management
Kansas
$1.31M +$54.4K +5,184 +4%
ECG
205
Edge Capital Group
Georgia
$1.31M +$420 +40 +0%
IWC
206
Integrated Wealth Concepts
Massachusetts
$1.31M +$1.31M +124,456 New
AI
207
Atria Investments
North Carolina
$1.3M +$361K +34,376 +38%
SHJ
208
Sharkey, Howes & Javer
Colorado
$1.22M -$16.7K -1,592 -1%
WIA
209
World Investment Advisors
California
$1.2M -$9.19M -874,488 -88%
EWA
210
EP Wealth Advisors
California
$1.19M -$10.5K -1,000 -0.9%
JFG
211
JMG Financial Group
Illinois
$1.19M -$11.8K -1,120 -1%
PIP
212
Peachtree Investment Partners
Florida
$1.16M -$654K -62,328 -36%
AWMG
213
Alliance Wealth Management Group
New Jersey
$1.09M – – –
TCM
214
Towercrest Capital Management
Pennsylvania
$1.09M – – –
MWM
215
Meridian Wealth Management
Kentucky
$1.08M +$10.2K +968 +1%
SC
216
Savant Capital
Illinois
$1.06M +$84 +8 +0%
LNC
217
Lincoln National Corp
Pennsylvania
$1.06M +$1.26K +120 +0.1%
SIAS
218
Shine Investment Advisory Services
Colorado
$1.05M +$504 +48 +0%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$1.05M +$80.8K +7,696 +8%
GCA
220
Genesee Capital Advisors
New York
$1.04M +$33.5K +3,192 +3%
EWM
221
Edge Wealth Management
New York
$1.04M +$10.9K +1,040 +1%
FNBOO
222
First National Bank of Omaha
Nebraska
$1.03M – – –
DSC
223
Duncker Streett & Co
Missouri
$1.01M +$16.9K +1,608 +2%
LCM
224
Liberty Capital Management
Michigan
$1.01M +$2.86K +272 +0.3%
CBFP
225
Cedar Brook Financial Partners
Ohio
$1.01M +$283K +26,992 +39%
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