SCHG icon

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 %
PV
201
Private Vista
Illinois
$2.09M -$6.41K -552 -0.3%
Goldman Sachs
202
Goldman Sachs
New York
$2.09M +$48.1K +4,144 +2%
WP
203
WealthSource Partners
California
$2.06M -$27.9K -2,400 -1%
LBC
204
Lowe Brockenbrough & Co
Virginia
$2.06M +$428K +36,840 +26%
MAG
205
Mayfair Advisory Group
Alabama
$2.05M +$2.05M +176,408 New
MOS
206
MGO One Seven
Ohio
$2.04M +$1.68M +144,488 +469%
AF
207
Advisornet Financial
Minnesota
$1.99M -$178K -15,360 -8%
UB
208
UMB Bank
Missouri
$1.96M +$36K +3,096 +2%
BPWA
209
Beacon Pointe Wealth Advisors
California
$1.93M -$58.2K -5,008 -3%
AC
210
Avestar Capital
New York
$1.93M +$26.2K +2,256 +1%
WDL
211
Well Done LLC
Michigan
$1.89M +$962K +82,840 +104%
PIP
212
Peachtree Investment Partners
Florida
$1.87M +$589K +50,720 +46%
FAIM
213
Financial Advocates Investment Management
Washington
$1.86M +$374K +32,160 +25%
SWM
214
SVA Wealth Management
Wisconsin
$1.8M -$1.49K -128 -0.1%
H
215
HoyleCohen
California
$1.79M +$11.4K +984 +0.6%
SCM
216
Spreng Capital Management
Ohio
$1.78M +$1.78M +153,336 New
BBPWM
217
Blue Bell Private Wealth Management
Pennsylvania
$1.74M +$142K +12,264 +9%
PA
218
PFG Advisors
Arizona
$1.74M -$22.7K -1,920 -1%
AP
219
Adero Partners
California
$1.73M +$1.73M +148,544 New
SBSB
220
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.71M -$10.3K -888 -0.6%
PWM
221
Perigon Wealth Management
California
$1.7M +$1.7M +144,112 New
FA
222
Fagan Associates
New York
$1.64M +$136K +11,704 +9%
EWM
223
Evercore Wealth Management
New York
$1.62M +$1.62M +139,312 New
TYCC
224
Texas Yale Capital Corp
Florida
$1.6M -$309K -26,568 -16%
IWC
225
Integrated Wealth Concepts
Massachusetts
$1.6M +$153K +13,192 +11%
7 8
9
10 11