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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 %
LBC
301
Lowe Brockenbrough & Co
Virginia
$360K +$1.41K +136 +0.4%
JWM
302
Janiczek Wealth Management
Colorado
$358K -$21.2K -2,040 -6%
WIA
303
Westbourne Investment Advisors
Maryland
$357K +$41.7K +4,008 +13%
RIM
304
Regent Investment Management
Kentucky
$355K +$82.9K +7,976 +30%
Stifel Financial
305
Stifel Financial
Missouri
$352K -$17.8K -1,712 -5%
SCA
306
Strategic Capital Advisers
Colorado
$351K +$5.58K +536 +2%
WP
307
WealthSource Partners
California
$349K +$349K +33,576 New
JPMPWA
308
J.P. Morgan Private Wealth Advisors
California
$347K -$184K -17,656 -35%
CF
309
Centaurus Financial
California
$343K +$322K +31,000 +1,544%
BDF
310
Black Diamond Financial
Maryland
$335K -$46K -4,424 -12%
CA
311
Continuum Advisory
Idaho
$334K -$59.2K -5,648 -15%
GG
312
GenWealth Group
New Jersey
$330K +$118K +11,256 +56%
RA
313
Riversedge Advisors
Delaware
$330K +$330K +32,000 New
KFGK
314
Keystone Financial Group (Kentucky)
Kentucky
$327K +$22.6K +2,168 +7%
FSWA
315
Financial Synergies Wealth Advisors
Texas
$327K – – –
TRCT
316
Tower Research Capital (TRC)
New York
$322K -$104K -9,968 -24%
APSP
317
Asset Planning Services (Pennsylvania)
Pennsylvania
$321K – – –
PP
318
Pegasus Partners
Wisconsin
$318K – – –
TWA
319
TCI Wealth Advisors
Arizona
$316K -$145K -13,944 -31%
HIC
320
Hartline Investment Corp
Illinois
$316K -$126K -12,128 -29%
MI
321
Moneywise Inc
Virginia
$313K -$3.58K -344 -1%
Janney Montgomery Scott
322
Janney Montgomery Scott
Pennsylvania
$311K +$75.4K +7,264 +32%
ZIM
323
Zacks Investment Management
Illinois
$310K +$18.6K +1,784 +6%
EK
324
Evensky & Katz
Florida
$308K -$1.25K -120 -0.4%
CWS
325
Cypress Wealth Services
California
$307K -$124K -11,976 -29%
11 12
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