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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.

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 %
IIC
251
Integrated Investment Consultants
Michigan
$616K – – –
JCM
252
Jacobsen Capital Management
Utah
$616K +$616K +59,264 New
PGAM
253
Princeton Global Asset Management
New Jersey
$611K +$66.6K +6,408 +12%
WAM
254
Wealthspire Advisors (Maryland)
Maryland
$600K -$101K -9,728 -14%
SNBOSD
255
Security National Bank of So Dak
Iowa
$590K +$24.8K +2,384 +4%
Citadel Advisors
256
Citadel Advisors
Florida
$586K +$586K +56,368 New
CAG
257
Csenge Advisory Group
Florida
$573K +$197K +18,936 +52%
VCA
258
Verdence Capital Advisors
Maryland
$568K +$568K +54,640 New
OC
259
Oarsman Capital
Wisconsin
$561K -$37.6K -3,616 -6%
LJAC
260
L.J. Altfest & Co
New York
$551K -$20K -1,928 -4%
JIC
261
Johnson Investment Counsel
Ohio
$547K -$3.58M -344,168 -87%
FLA
262
Financial Life Advisors
Texas
$538K -$30K -2,888 -5%
APA
263
American Portfolios Advisors
New York
$538K +$111K +10,712 +26%
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$534K -$8.12M -771,088 -94%
Prudential Financial
265
Prudential Financial
New Jersey
$524K +$134K +12,896 +34%
SFG
266
SNS Financial Group
Minnesota
$522K +$522K +50,200 New
BWA
267
Burt Wealth Advisors
Maryland
$520K +$2.5K +240 +0.5%
NCM
268
Northwest Capital Management
Oregon
$510K – – –
S
269
SignatureFD
Georgia
$502K -$10.8K -1,040 -2%
CCB
270
Cutter & Co Brokerage
Missouri
$500K – – –
CWM
271
Chesapeake Wealth Management
Virginia
$491K +$169K +16,280 +53%
TFS
272
TrustCore Financial Services
Tennessee
$486K -$11K -1,056 -2%
Wealth Enhancement Advisory Services
273
Wealth Enhancement Advisory Services
Minnesota
$485K +$485K +45,096 New
FCA
274
FinTrust Capital Advisors
South Carolina
$477K -$58.3K -5,600 -11%
DW
275
Domani Wealth
Pennsylvania
$473K +$28.1K +2,704 +6%
9 10
11
12 13