SCHG icon

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.

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
1
Financial Engines Advisors
California
$923M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$87.2M
3
EFSCE
3
Enterprise Financial Services Corp (EFSC)
Missouri
$30.4M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$30.2M
5
FFN
5
Focus Financial Network
Minnesota
$27.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$14.9M
2
PFG
2
Piershale Financial Group
Illinois
$11.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$14.8M
4
AG
4
Advisor Group
Arizona
$2.96M
5
PL
5
Polianta Ltd
Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$923M 11,614,721 +1,066,615 +10%
APP
2
Avantax Planning Partners
Iowa
$306M 3,857,118 +280,398 +8%
MG
3
Mather Group
Illinois
$115M 1,446,205 +168,464 +13%
Mariner
4
Mariner
Kansas
$95.1M 1,197,529 +130,938 +12%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$87.2M 597,101 +572,554 +2,332%
FEG
6
Fund Evaluation Group
Ohio
$76.7M 966,240 +30,795 +3%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$72.5M 912,277 +45,828 +5%
MAM
8
Marquette Asset Management
Minnesota
$69.2M 870,875 -4,488 -0.5%
UCFA
9
United Capital Financial Advisors
Texas
$67.2M 846,280 +66,444 +9%
SEI Investments
10
SEI Investments
Pennsylvania
$55.2M 694,997 -16,985 -2%
LPL Financial
11
LPL Financial
California
$53.1M 668,693 +63,645 +11%
KF
12
Krilogy Financial
Missouri
$44.6M 560,961 +5,141 +0.9%
BTS
13
BB&T Securities
Virginia
$42.9M 540,592 +59,977 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$38.1M 479,105 +121,610 +34%
EFSCE
15
Enterprise Financial Services Corp (EFSC)
Missouri
$30.4M 382,781 +382,781 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$30.2M 380,678 +380,678 New
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.2M 380,339 -30,032 -7%
PFM
18
Parsec Financial Management
North Carolina
$29.6M 372,617 +29,436 +9%
FFN
19
Focus Financial Network
Minnesota
$27.5M 345,933 +345,933 New
AssetMark Inc
20
AssetMark Inc
California
$26.3M 330,486 +330,486 New
ML
21
McAdam LLC
Pennsylvania
$25.3M 318,671 +22,111 +7%
OIA
22
OneDigital Investment Advisors
Kansas
$24M 302,541 +27,242 +10%
Wells Fargo
23
Wells Fargo
California
$23.4M 294,033 -402 -0.1%
GC
24
Gratus Capital
Georgia
$23.3M 293,725 +288,685 +5,728%
FCI
25
Financial Counselors Inc
Kansas
$21.6M 272,130 -6,338 -2%
1
2 3 4 5