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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
1
Fund Evaluation Group
Ohio
$115M
2
OIA
2
OneDigital Investment Advisors
Kansas
$55.4M
3
Jane Street
3
Jane Street
New York
$12.5M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$12.2M
5
RAG
5
Roof Advisory Group
Pennsylvania
$25.3M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$2.7M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$19.7M
3
AI
3
Atria Investments
North Carolina
$920K
4
KWM
4
Kingsview Wealth Management
Oregon
$4.34M
5
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$534K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$23M +$1.97M +189,352 +9%
FCI
27
Financial Counselors Inc
Kansas
$22.7M +$39.4K +3,784 +0.2%
GAM
28
Gemmer Asset Management
California
$22M -$26.9K -2,584 -0.1%
HWA
29
HHM Wealth Advisors
Tennessee
$21.8M +$763K +73,400 +4%
MA
30
MUFG Americas
New York
$21.5M +$1.31M +126,224 +7%
AG
31
Appleton Group
Wisconsin
$20.7M +$193K +18,520 +0.9%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$19.7M -$16.5M – –
Morgan Stanley
33
Morgan Stanley
New York
$19.6M +$62.5K +6,008 +0.3%
MAG
34
Mokosak Advisory Group
Iowa
$19.5M -$76.1K -7,304 -0.4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$19.2M +$3.69M +355,224 +24%
SWRP
36
Summit Wealth & Retirement Planning
California
$19.1M +$749 +72 +0%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$17.6M +$95.8K +9,208 +0.5%
PFG
38
Piershale Financial Group
Illinois
$17.1M +$5.41M +520,336 +46%
RCA
39
Reitz Capital Advisors
Michigan
$16.9M -$313K -30,096 -2%
Ameriprise
40
Ameriprise
Minnesota
$16.6M +$1.6M +153,280 +11%
PMG
41
ProVise Management Group
Florida
$16.5M -$2.11M -202,880 -11%
CGFA
42
Colton Groome Financial Advisors
North Carolina
$16.3M +$16.3M +1,571,856 New
SAM
43
Summit Asset Management
Tennessee
$16M +$191K +18,336 +1%
I
44
INVST
Indiana
$15.5M -$1.07M -101,480 -6%
Bank of America
45
Bank of America
North Carolina
$15.2M -$392K -37,704 -3%
DP
46
Denver PWM
Colorado
$15M -$25.1K -2,400 -0.2%
KLI
47
Kelman-Lazarov Inc
Tennessee
$14.2M +$1.49M +143,256 +12%
MFGP
48
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.4M +$394K +37,904 +3%
UBS Group
49
UBS Group
Switzerland
$13.4M -$318K -30,544 -2%
HCM
50
Hengehold Capital Management
Ohio
$13.1M -$262K -25,208 -2%
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