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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 %
BP
326
Broadleaf Partners
Ohio
$307K +$307K +29,480 New
CSIC
327
Clifford Swan Investment Counsel
California
$305K – – –
FTS
328
Fifth Third Securities
Ohio
$304K +$304K +29,192 New
MMHP
329
Murphy Middleton Hinkle & Parker
Georgia
$303K +$303K +29,168 New
VHAM
330
Van Hulzen Asset Management
California
$298K -$7.73K -744 -3%
SS
331
Simplicity Solutions
Minnesota
$295K -$716K -68,808 -71%
HFA
332
Hoover Financial Advisors
Pennsylvania
$291K +$1.08K +104 +0.4%
CAM
333
Crestone Asset Management
Colorado
$291K +$291K +28,000 New
DLCIG
334
D.L. Carlson Investment Group
New Hampshire
$290K -$9.08K -872 -3%
BRWA
335
B. Riley Wealth Advisors
Florida
$290K +$51.1K +4,888 +21%
SG
336
StoneX Group
New York
$287K -$24.6K -2,360 -8%
LFAS
337
Level Four Advisory Services
Texas
$285K – – –
KeyBank National Association
338
KeyBank National Association
Ohio
$283K – – –
TP
339
Tranquility Partners
Tennessee
$279K +$279K +26,784 New
BSW
340
Buckingham Strategic Wealth
Missouri
$277K +$40K +3,848 +17%
CIA
341
Capital Investment Advisors
Georgia
$276K -$11.1K -1,064 -4%
MC
342
Montag & Caldwell
Georgia
$276K +$276K +26,488 New
SA
343
SRH Advisors
Kansas
$273K – – –
EWM
344
Empirical Wealth Management
Washington
$273K +$8.65K +832 +3%
SAM
345
SignalPoint Asset Management
Missouri
$272K +$23.9K +2,296 +10%
CB
346
Commerce Bank
Missouri
$269K – – –
CDIA
347
Capital Directions Investment Advisors
Georgia
$268K -$20.9K -2,016 -7%
5L
348
55I LLC
Massachusetts
$266K +$40.1K +3,848 +18%
CW
349
CreativeOne Wealth
Kansas
$263K -$391K -37,488 -60%
PIMG
350
Patriot Investment Management Group
Tennessee
$262K +$4.41K +424 +2%
12 13
14
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