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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 %
CCMW
426
Cypress Capital Management (Wyoming)
Wyoming
$27K – – –
LWA
427
Lowe Wealth Advisors
Maryland
$25K – – –
AIM
428
Anchor Investment Management
South Carolina
$25K +$25K +2,400 New
SMFS
429
Squar Milner Financial Services
California
$24K – – –
WTC
430
WhitTier Trust Company
Nevada
$23K – – –
SSB
431
Sandy Spring Bank
Maryland
$22K +$22K +2,080 New
Fifth Third Bancorp
432
Fifth Third Bancorp
Ohio
$20K – – –
NC
433
NewSquare Capital
Pennsylvania
$19K – – –
TC
434
Truvestments Capital
Florida
$19K – – –
W
435
WealthStone
Ohio
$18.4K – – –
LFG
436
LifePlan Financial Group
Ohio
$16K +$758 +72 +5%
CTC
437
Central Trust Company
Missouri
$16K +$1.76K +160 +12%
FCFS
438
First Command Financial Services
Texas
$15K – – –
FCB
439
First Command Bank
Texas
$15K – – –
BFC
440
Bedel Financial Consulting
Indiana
$14K – – –
FCMT
441
Founders Capital Management (Texas)
Texas
$14K +$14K +1,360 New
PMFA
442
Plante Moran Financial Advisors
Michigan
$13K – – –
SL
443
Salomon & Ludwin
Virginia
$13K – – –
HS
444
Horan Securities
United States
$13K +$13K +1,208 New
BFEC
445
Benjamin F. Edwards & Company
Missouri
$12K +$12K +1,200 New
MWM
446
Meridian Wealth Management
Kentucky
$10.5K -$422 -4,056 -4%
WAP
447
Wealthcare Advisory Partners
Pennsylvania
$9K – – –
OIA
448
Optimum Investment Advisors
Illinois
$9K – – –
UWM
449
USAdvisors Wealth Management
Minnesota
$8.37K -$51 -4,888 -0.6%
LGWM
450
Litman Gregory Wealth Management
California
$8K – – –
16 17
18
19 20