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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 %
Renaissance Technologies
276
Renaissance Technologies
New York
$466K +$466K +44,800 New
CHP
277
Cable Hill Partners
Oregon
$463K -$32.9K -3,160 -7%
MWA
278
Martel Wealth Advisors
Washington
$447K -$15.7K -1,512 -3%
GRP
279
Global Retirement Partners
California
$439K -$63K -6,048 -13%
HWA
280
Heritage Wealth Advisors
Virginia
$433K +$433K +41,664 New
SFS
281
Summit Financial Strategies
Ohio
$433K +$433K +41,648 New
AA
282
Ancora Advisors
Ohio
$432K – – –
AMG
283
Asset Management Group
Connecticut
$426K +$426K +40,968 New
DWM
284
Destination Wealth Management
California
$423K -$23.1K -2,224 -5%
AWA
285
Acorn Wealth Advisors
Michigan
$419K -$229K -21,896 -35%
CI
286
Chartist Inc
California
$409K -$129K -7,528 -24%
AFP
287
Ausdal Financial Partners
Iowa
$407K -$15.8K -1,472 -4%
W
288
Wealthquest
Ohio
$402K -$50.6K -4,864 -11%
MIP
289
Marietta Investment Partners
Wisconsin
$397K +$7.08K +680 +2%
AWE
290
Avidian Wealth Enterprises
Texas
$391K – – –
SLF
291
Sun Life Financial
Ontario, Canada
$380K – – –
AMCA
292
Arthur M. Cohen & Associates
Illinois
$377K – – –
MPM
293
Meritage Portfolio Management
Kansas
$376K -$190K -18,240 -34%
BPB
294
Badgley, Phelps & Bell
Washington
$373K – – –
LFS
295
Lutz Financial Services
Nebraska
$370K – – –
SWM
296
Segment Wealth Management
Texas
$368K +$71.6K +6,880 +24%
PSUF
297
People's United Financial
Connecticut
$366K -$250 -24 -0.1%
VFA
298
Valeo Financial Advisors
Indiana
$366K – – –
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$362K +$76K +7,304 +27%
OCM
300
Orser Capital Management
Texas
$361K – – –
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