SCHG icon

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 %
CA
376
Calton & Associates
Florida
$201K +$201K +19,296 New
FRA
377
Front Row Advisors
California
$198K -$7.1K -680 -3%
AWM
378
Avior Wealth Management
Nebraska
$197K +$83 +8 +0%
NFG
379
Next Financial Group
Texas
$190K +$190K +18,248 New
MF
380
Manchester Financial
California
$176K +$176K +16,896 New
WCM
381
Whitener Capital Management
North Carolina
$173K +$4.8K +464 +3%
PCP
382
Proficio Capital Partners
Massachusetts
$166K – – –
FHA
383
First Horizon Advisors
Tennessee
$166K +$12.7K +1,224 +8%
PNC Financial Services Group
384
PNC Financial Services Group
Pennsylvania
$165K +$15.9K +1,536 +11%
PA
385
Parallel Advisors
California
$160K +$21.2K +2,032 +15%
IA
386
IndexIQ Advisors
New York
$160K +$76.6K +7,368 +92%
SFG
387
SevenBridge Financial Group
Pennsylvania
$151K +$63.1K +6,080 +72%
DAM
388
Delta Asset Management
Tennessee
$150K +$83 +8 +0.1%
GWM
389
Geneos Wealth Management
Colorado
$145K – – –
HCM
390
Horan Capital Management
Maryland
$139K – – –
LWA
391
Lenox Wealth Advisors
New York
$139K +$139K +13,360 New
FHA
392
Flagship Harbor Advisors
Massachusetts
$128K +$67.9K +6,576 +113%
JPMorgan Chase & Co
393
JPMorgan Chase & Co
New York
$127K +$77.8K +7,504 +158%
SQA
394
Simon Quick Advisors
New Jersey
$127K +$13.9K +1,336 +12%
PC
395
Permanens Capital
New York
$117K +$29.1K +2,800 +33%
IF
396
Ironwood Financial
Arizona
$109K – – –
SWA
397
Sutton Wealth Advisors
Florida
$105K -$3.08K -296 -3%
AOWM
398
Alpha Omega Wealth Management
Virginia
$102K +$20.5K +1,968 +25%
TAIM
399
TD Ameritrade Investment Management
Nebraska
$98K +$7.59K +728 +8%
PAI
400
Pittenger & Anderson Inc
Nebraska
$91K – – –
14 15
16
17 18