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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.

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
1
Envestnet Asset Management
Illinois
$931M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.2M
3
FMP
3
Financial Management Professionals
Texas
$26.2M
4
FPCG
4
Fort Pitt Capital Group
Pennsylvania
$25.4M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$994M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$32.6M
2
FEG
2
Fund Evaluation Group
Ohio
$96.4M
3
CGFA
3
Colton Groome Financial Advisors
North Carolina
$7.2M
4
WIA
4
World Investment Advisors
California
$1.2M
5
Wells Fargo
5
Wells Fargo
California
$19M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$994M 11,828,889 +233,605 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$931M 11,084,769 +10,543,933 +1,950%
APP
3
Avantax Planning Partners
Iowa
$335M 3,990,462 +33,251 +0.8%
MG
4
Mather Group
Illinois
$140M 1,663,277 +106,673 +7%
Mariner
5
Mariner
Kansas
$103M 1,221,941 +34,571 +3%
FEG
6
Fund Evaluation Group
Ohio
$96.4M 1,147,535 -231,172 -17%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$95.5M 1,136,835 +109,094 +11%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$87.2M 597,101 – –
UCFA
9
United Capital Financial Advisors
Texas
$76.5M 910,986 +26,310 +3%
MAM
10
Marquette Asset Management
Minnesota
$71.7M 853,204 +3,695 +0.4%
LPL Financial
11
LPL Financial
California
$59.6M 709,118 -10,381 -1%
SEI Investments
12
SEI Investments
Pennsylvania
$54M 642,629 -17,910 -3%
BTS
13
BB&T Securities
Virginia
$50.6M 602,409 +20,275 +3%
KF
14
Krilogy Financial
Missouri
$50M 594,973 +16,884 +3%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.2M 530,185 +530,185 New
AssetMark Inc
16
AssetMark Inc
California
$39.5M 469,886 +124,619 +36%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$33.5M 398,462 +7,549 +2%
OIA
18
OneDigital Investment Advisors
Kansas
$32.6M 388,112 -278,220 -42%
PFM
19
Parsec Financial Management
North Carolina
$31.5M 375,009 -16,032 -4%
ML
20
McAdam LLC
Pennsylvania
$30.9M 367,987 +25,585 +7%
FFN
21
Focus Financial Network
Minnesota
$30.9M 367,806 +10,786 +3%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.5M 363,516 -7,251 -2%
EFSCE
23
Enterprise Financial Services Corp (EFSC)
Missouri
$29.7M 354,034 -10,954 -3%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$29.3M 348,813 +137,035 +65%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$27.1M 322,851 +46,921 +17%
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