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.

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
1
Truist Financial
North Carolina
$59.1M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$162M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.12B
4
VWA
4
Visionary Wealth Advisors
Illinois
$16M
5
BA
5
Ballast Advisors
Minnesota
$14.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$55.5M
2
GC
2
Gratus Capital
Georgia
$17M
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$57K
4
MAM
4
Marquette Asset Management
Minnesota
$71.1M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$763K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.12B 12,049,053 +220,164 +2%
APP
2
Avantax Planning Partners
Iowa
$366M 3,943,304 -47,158 -1%
MG
3
Mather Group
Illinois
$167M 1,800,678 +137,401 +8%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$162M 1,725,688 +588,853 +52%
Mariner
5
Mariner
Kansas
$115M 1,242,644 +20,703 +2%
FEG
6
Fund Evaluation Group
Ohio
$109M 1,175,621 +28,086 +2%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$87.2M 597,101 – –
UCFA
8
United Capital Financial Advisors
Texas
$86.3M 928,676 +17,690 +2%
MAM
9
Marquette Asset Management
Minnesota
$71.1M 765,363 -87,841 -10%
LPL Financial
10
LPL Financial
California
$69.3M 745,563 +36,445 +5%
SEI Investments
11
SEI Investments
Pennsylvania
$59.3M 638,330 -4,299 -0.7%
Truist Financial
12
Truist Financial
North Carolina
$59.1M 635,682 +635,682 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$55.5M 597,339 -10,487,430 -95%
KF
14
Krilogy Financial
Missouri
$55.2M 594,507 -466 -0.1%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.5M 521,997 -8,188 -2%
AssetMark Inc
16
AssetMark Inc
California
$46.4M 499,607 +29,721 +6%
OIA
17
OneDigital Investment Advisors
Kansas
$41.2M 443,769 +55,657 +14%
PFM
18
Parsec Financial Management
North Carolina
$38.1M 409,753 +34,744 +9%
ML
19
McAdam LLC
Pennsylvania
$36.1M 388,178 +20,191 +5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$35.7M 384,233 -14,229 -4%
FFN
21
Focus Financial Network
Minnesota
$34.9M 375,452 +7,646 +2%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32.2M 346,336 -17,180 -5%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$31.4M 337,492 -11,321 -3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$30.5M 328,112 +5,261 +2%
FCI
25
Financial Counselors Inc
Kansas
$30.2M 325,093 +22,628 +7%
1
2 3 4 5