SCHG icon

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.

New
Increased
Maintained
Reduced
Closed
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
Fund Evaluation Group
Ohio
+$34.3M
2
OIA
OneDigital Investment Advisors
Kansas
+$30.3M
3
Jane Street
Jane Street
New York
+$12.5M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$12.1M
5
RAG
Roof Advisory Group
Pennsylvania
+$11.9M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$148M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.5M
3
AI
Atria Investments
North Carolina
-$13.8M
4
KWM
Kingsview Wealth Management
Oregon
-$12.4M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$8.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
226
Jentner Corp
Ohio
$777K -$3.91K -376 -0.5%
OFG
227
Omega Financial Group
California
$775K +$201K +19,344 +35%
Millennium Management
228
Millennium Management
New York
$774K +$318K +30,592 +70%
BAM
229
Berkshire Asset Management
Pennsylvania
$765K +$150K +14,400 +24%
William Blair & Company
230
William Blair & Company
Illinois
$730K +$4.24K +408 +0.6%
NL
231
NWAM LLC
Washington
$717K +$18.3K +1,760 +3%
CBFP
232
Cedar Brook Financial Partners
Ohio
$717K +$274K +26,344 +62%
B
233
Bailard
California
$711K – – –
FA
234
Financial Advisors
Massachusetts
$711K +$3.91K +376 +0.6%
FA
235
FC Advisory
Pennsylvania
$707K -$26.7K -2,528 -4%
DT
236
Diversified Trust
Tennessee
$698K – – –
CWM
237
Cornerstone Wealth Management
Missouri
$692K -$91.9K -8,824 -12%
YWP
238
YorkBridge Wealth Partners
New York
$685K -$9.16K -880 -1%
WIC
239
Whitegate Investment Counselors
New Hampshire
$681K +$6.91K +664 +1%
CFGS
240
Concourse Financial Group Securities
Alabama
$673K +$110K +10,592 +20%
VNA
241
Valley National Advisers
Pennsylvania
$671K – – –
Cerity Partners
242
Cerity Partners
New York
$653K +$653K +62,760 New
GLA
243
Good Life Advisors
Pennsylvania
$649K – – –
BAMG
244
Brand Asset Management Group
Missouri
$632K +$12.4K +1,192 +2%
AA
245
Apriem Advisors
California
$627K -$330K -31,752 -35%
AFS
246
Access Financial Services
Minnesota
$627K – – –
LRPA
247
L. Roy Papp & Associates
Arizona
$627K +$112K +10,760 +22%
WA
248
Wealth Architects
California
$619K -$30.8K -2,960 -5%
FI
249
FormulaFolio Investments
Michigan
$619K +$619K +59,496 New
HSA
250
HBK Sorce Advisory
Pennsylvania
$618K -$43.5K -4,184 -7%
8 9
10
11 12