We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

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

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

119% more call options, than puts

Call options by funds: $657K | Put options by funds: $300K

16% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 153

9% more capital invested

Capital invested by funds: $3.42B → $3.75B (+$324M)

6% more funds holding

Funds holding: 441468 (+27)

5% more funds holding in top 10

Funds holding in top 10: 6669 (+3)

13.52% less ownership

Funds ownership: 393.33%379.81% (-14%)

Holders
468
Holders Change
+27
Holders Change %
+6.12%
% of All Funds
10.17%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
451
Strategic Wealth Partners
Ohio
$8K
NDSI
452
Newman Dignan & Sheerar Inc
Rhode Island
$7.65K -$15.4K -1,512 -0.2%
NCM
453
Next Capital Management
New York
$7K +$1.71K +168 +34%
AWM
454
Arbor Wealth Management
Florida
$6K +$1.06K +104 +24%
Rockefeller Capital Management
455
Rockefeller Capital Management
New York
$6K +$6.02K +592 New
FMP
456
Financial Management Professionals
Texas
$3K -$8.13K -800 -72%
GI
457
Gradient Investments
Minnesota
$3K -$3.33K -328 -53%
HR
458
Howe & Rusling
New York
$3K
CB
459
CNB Bank
Pennsylvania
$3K +$3.01K +296 New
BCMIO
460
Beacon Capital Management Inc (Ohio)
Ohio
$2K
CAGAS
461
Capital Advisory Group Advisory Services
Minnesota
$2K
EWM
462
Executive Wealth Management
Michigan
$2K
GWMIA
463
Global Wealth Management Investment Advisory
Florida
$2K
UB
464
UMB Bank
Missouri
$1.42K +$81.3K +8,000 +6%
LDFR
465
Lehman & Derafelo Financial Resources
Pennsylvania
$1K
MWP
466
MYCIO Wealth Partners
Pennsylvania
$1K +$569 +56 New
ACA
467
Ackerman Capital Advisors
Texas
$917 +$213K +20,904 +31%
GT
468
Glenmede Trust
Pennsylvania
$55 +$54.6K +5,368 New
HWA
469
HCR Wealth Advisors
California
-$2.73M -276,808 Closed
BCM
470
Breiter Capital Management
Florida
-$683K -76,144 Closed
FTUS
471
Flow Traders U.S.
New York
-$641K -64,552 Closed
CP
472
Camelot Portfolios
Ohio
-$473K -47,624 Closed
IWC
473
Integrated Wealth Concepts
Massachusetts
-$390K -39,320 Closed
Fisher Asset Management
474
Fisher Asset Management
Washington
-$322K -32,416 Closed
PAA
475
Peregrine Asset Advisers
Oregon
-$295K -29,672 Closed