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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 %
SWP
451
Strategic Wealth Partners
Ohio
$8K – – –
NDSI
452
Newman Dignan & Sheerar Inc
Rhode Island
$7.65K -$16 -1,512 -0.2%
NCM
453
Next Capital Management
New York
$7K +$1.79K +168 +34%
AWM
454
Arbor Wealth Management
Florida
$6K +$1.16K +104 +24%
Rockefeller Capital Management
455
Rockefeller Capital Management
New York
$6K +$6K +592 New
FMP
456
Financial Management Professionals
Texas
$3K -$7.9K -800 -72%
GI
457
Gradient Investments
Minnesota
$3K -$3.32K -328 -53%
HR
458
Howe & Rusling
New York
$3K – – –
CB
459
CNB Bank
Pennsylvania
$3K +$3K +296 New
BCMIO
460
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
EWM
461
Executive Wealth Management
Michigan
$2K – – –
GWMIA
462
Global Wealth Management Investment Advisory
Florida
$2K – – –
CAGAS
463
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
UB
464
UMB Bank
Missouri
$1.42K +$83 +8,000 +6%
LDFR
465
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
MWP
466
MYCIO Wealth Partners
Pennsylvania
$1K +$1K +56 New
ACA
467
Ackerman Capital Advisors
Texas
$917 +$217 +20,904 +31%
GT
468
Glenmede Trust
Pennsylvania
$55 +$55 +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
16 17 18
19
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