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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 %
BCI
401
Brinker Capital Investments
Pennsylvania
$91K +$91K +8,784 New
TL
402
TrueWealth LLC
Georgia
$87K – – –
BWA
403
BDO Wealth Advisors
Florida
$86K +$86K +8,296 New
SPIA
404
Steward Partners Investment Advisory
New York
$82K +$82K +7,952 New
RWA
405
Redhawk Wealth Advisors
Minnesota
$81K +$81K +7,760 New
KCPG
406
Kavar Capital Partners Group
Kansas
$68K +$68K +6,576 New
Citigroup
407
Citigroup
New York
$67K +$46.5K +4,456 +227%
IRC
408
Investors Research Corp
Georgia
$62K – – –
CFB
409
Cullen/Frost Bankers
Texas
$60K -$45.2K -4,368 -43%
LWM
410
Lenox Wealth Management
Ohio
$55K +$36.5K +3,536 +197%
BlackRock
411
BlackRock
New York
$54K -$35.6K -3,432 -40%
FBT
412
First Bank & Trust
South Dakota
$52K – – –
GWS
413
Glassman Wealth Services
Virginia
$51K +$51K +4,920 New
Bank of Montreal
414
Bank of Montreal
Ontario, Canada
$48K +$31.4K +3,024 +189%
MSFP
415
Mark Sheptoff Financial Planning
Connecticut
$46K – – –
CTB
416
Country Trust Bank
Illinois
$42K – – –
MWC
417
MBM Wealth Consultants
Missouri
$39K – – –
BCM
418
Blume Capital Management
California
$33K – – –
DWM
419
Doyle Wealth Management
Florida
$33K +$33K +3,200 New
BWM
420
BerganKDV Wealth Management
Minnesota
$32K – – –
LWANC
421
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K – – –
CFD
422
Creative Financial Designs
Indiana
$31K +$84 +8 +0.3%
LFG
423
Larson Financial Group
Missouri
$30K +$19.8K +1,912 +193%
BAM
424
Barrett Asset Management
New York
$28K -$8.36K -800 -23%
CFA
425
Carroll Financial Associates
North Carolina
$28K – – –
15 16
17
18 19