We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

354 hedge funds and large institutions have $2.61B invested in Schwab US Large-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 151 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

53.21% more ownership

Funds ownership: 325.6%378.82% (+53%)

51% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 100

18% more capital invested

Capital invested by funds: $2.21B → $2.61B (+$395M)

13% more funds holding in top 10

Funds holding in top 10: 4045 (+5)

7% more funds holding

Funds holding: 331354 (+23)

Holders
354
Holders Change
+23
Holders Change %
+6.95%
% of All Funds
8.1%
Holding in Top 10
45
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.5%
% of All Funds
1.03%
New
43
Increased
151
Reduced
100
Closed
16
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
-$452K
Name Holding Trade Value Shares
Change
Change in
Stake
DPA
326
Delphi Private Advisors
California
$21K
PA
327
Perennial Advisors
New York
$16K
RFWA
328
RPg Family Wealth Advisory
Massachusetts
$15.8K +$15.6K +1,672 New
Citigroup
329
Citigroup
New York
$15K
CFD
330
Creative Financial Designs
Indiana
$15K +$149 +16 +1%
NC
331
NewSquare Capital
Pennsylvania
$14K +$13K +1,392 New
FCB
332
First Command Bank
Texas
$13K
FCFS
333
First Command Financial Services
Texas
$13K
LWM
334
Lenox Wealth Management
Ohio
$13K
PWAG
335
Polaris Wealth Advisory Group
California
$13K
SWPG
336
Strategic Wealth Partners Group
Illinois
$12.7K -$13K -1,392 -51%
CTC
337
Central Trust Company
Missouri
$12K -$25.3K -2,720 -68%
EWM
338
Elmwood Wealth Management
California
$11.9K +$11.7K +1,256 New
BCA
339
Bay Colony Advisors
Massachusetts
$11K +$11K +1,184 New
BAM
340
Barrett Asset Management
New York
$8K
OIA
341
Optimum Investment Advisors
Illinois
$8K
WAP
342
Wealthcare Advisory Partners
Pennsylvania
$8K
NDSI
343
Newman Dignan & Sheerar Inc
Rhode Island
$7.18K -$42.3K -4,544 -0.6%
CFA
344
Carroll Financial Associates
North Carolina
$7K
BCI
345
Brinker Capital Investments
Pennsylvania
$6K +$6.03K +648 New
TCOV
346
Trust Company of Vermont
Vermont
$4K -$447 -48 -10%
AssetMark Inc
347
AssetMark Inc
California
$4K +$3.5K +376 New
HR
348
Howe & Rusling
New York
$3K
PG
349
Patten Group
Tennessee
$3K
RWA
350
River Wealth Advisors
Pennsylvania
$3K +$3.43K +368 New