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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
$115M
2
OIA
OneDigital Investment Advisors
Kansas
$55.4M
3
Jane Street
Jane Street
New York
$12.5M
4
PCIA
Prime Capital Investment Advisors
Kansas
$12.2M
5
RAG
Roof Advisory Group
Pennsylvania
$25.3M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$2.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19.7M
3
AI
Atria Investments
North Carolina
$920K
4
KWM
Kingsview Wealth Management
Oregon
$4.34M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$534K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
351
Dorsey & Whitney Trust
South Dakota
$261K – – –
KFA
352
Kays Financial Advisory
Georgia
$259K +$3.74K +360 +1%
TCM
353
Tradewinds Capital Management
Washington
$258K – – –
Northern Trust
354
Northern Trust
Illinois
$258K – – –
CWM
355
Cabot Wealth Management
Massachusetts
$251K -$152K -14,640 -38%
GSWM
356
Golden State Wealth Management
California
$250K -$136K -13,104 -35%
SL
357
Summitry LLC
California
$250K +$1.75K +168 +0.7%
MCP
358
Mirador Capital Partners
California
$245K -$5.57K -536 -2%
GBBWRPM
359
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$245K +$245K +23,576 New
TPW
360
Tiller Private Wealth
Pennsylvania
$235K – – –
RWM
361
RBA Wealth Management
California
$234K +$4K +384 +2%
CM
362
Columbus Macro
Pennsylvania
$232K +$232K +22,280 New
PFA
363
Paradigm Financial Advisors
Missouri
$229K -$9.5K -912 -4%
VDI
364
Vaughan David Investments
Illinois
$228K – – –
ONB
365
Old National Bancorp
Indiana
$227K – – –
PFP
366
Pinnacle Financial Partners
Tennessee
$225K – – –
CPIG
367
Chicago Partners Investment Group
Illinois
$225K +$225K +21,120 New
AW
368
ACG Wealth
Georgia
$224K – – –
MWM
369
Modera Wealth Management
New Jersey
$222K +$5K +480 +2%
PAM
370
Private Asset Management
California
$219K – – –
CIR
371
Clear Investment Research
Georgia
$218K -$18.5K -1,776 -8%
LIM
372
Leavell Investment Management
Alabama
$216K +$216K +20,728 New
SCM
373
SOL Capital Management
Maryland
$215K +$215K +20,640 New
SCA
374
STALEY CAPITAL ADVISERS
Pennsylvania
$212K – – –
LF
375
Lantz Financial
Illinois
$206K +$206K +19,600 New
13 14
15
16 17