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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

468 hedge funds and large institutions have $3.75B invested in Schwab US Large-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 178 increasing their positions, 153 reducing their positions, and 24 closing their positions.

Holders
468
Holders Change
+27
Holders Change %
+6.12%
% of All Funds
10.18%
Holding in Top 10
69
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.55%
% of All Funds
1.5%
New
55
Increased
178
Reduced
153
Closed
24
Calls
$657K
Puts
$300K
Net Calls
+$357K
Net Calls Change
-$191K

Top Buyers

1
FEG
1
Fund Evaluation Group
Ohio
$115M
2
OIA
2
OneDigital Investment Advisors
Kansas
$55.4M
3
CGFA
3
Colton Groome Financial Advisors
North Carolina
$16.3M
4
Jane Street
4
Jane Street
New York
$12.5M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$12.2M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$2.7M
2
AI
2
Atria Investments
North Carolina
$920K
3
KWM
3
Kingsview Wealth Management
Oregon
$4.34M
4
PFGIA
4
Patriot Financial Group Insurance Agency
Massachusetts
$534K
5
JIC
5
Johnson Investment Counsel
Ohio
$547K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$965M 11,595,284 -19,437 -0.2%
APP
2
Avantax Planning Partners
Iowa
$334M 3,957,211 +100,093 +3%
MG
3
Mather Group
Illinois
$130M 1,556,604 +110,399 +8%
FEG
4
Fund Evaluation Group
Ohio
$115M 1,378,707 +412,467 +43%
Mariner
5
Mariner
Kansas
$98.8M 1,187,370 -10,159 -0.8%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$87.2M 597,101 – –
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$85.5M 1,027,741 +115,464 +13%
UCFA
8
United Capital Financial Advisors
Texas
$73.6M 884,676 +38,396 +5%
MAM
9
Marquette Asset Management
Minnesota
$70.7M 849,509 -21,366 -2%
LPL Financial
10
LPL Financial
California
$59.9M 719,499 +50,806 +8%
OIA
11
OneDigital Investment Advisors
Kansas
$55.4M 666,332 +363,791 +120%
SEI Investments
12
SEI Investments
Pennsylvania
$54.9M 660,539 -34,458 -5%
BTS
13
BB&T Securities
Virginia
$48.4M 582,134 +41,542 +8%
KF
14
Krilogy Financial
Missouri
$48.1M 578,089 +17,128 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$45M 540,836 +61,731 +13%
PFM
16
Parsec Financial Management
North Carolina
$32.5M 391,041 +18,424 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$32.5M 390,913 +10,235 +3%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.9M 370,767 -9,572 -3%
EFSCE
19
Enterprise Financial Services Corp (EFSC)
Missouri
$30.4M 364,988 -17,793 -5%
FFN
20
Focus Financial Network
Minnesota
$29.8M 357,020 +11,087 +3%
AssetMark Inc
21
AssetMark Inc
California
$28.7M 345,267 +14,781 +4%
ML
22
McAdam LLC
Pennsylvania
$28.5M 342,402 +23,731 +7%
RAG
23
Roof Advisory Group
Pennsylvania
$25.3M 303,965 +143,375 +89%
GC
24
Gratus Capital
Georgia
$25M 300,084 +6,359 +2%
Wells Fargo
25
Wells Fargo
California
$23.9M 287,113 -6,920 -2%
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