We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

559 hedge funds and large institutions have $4.6B invested in Schwab US Large-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 211 increasing their positions, 161 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 29

31% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 161

18% more funds holding in top 10

Funds holding in top 10: 7285 (+13)

17% more funds holding

Funds holding: 476559 (+83)

5% less capital invested

Capital invested by funds: $4.83B → $4.6B (-$231M)

68.5% less ownership

Funds ownership: 471.63%403.13% (-68%)

Holders
559
Holders Change
+83
Holders Change %
+17.44%
% of All Funds
11.01%
Holding in Top 10
85
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.06%
% of All Funds
1.67%
New
118
Increased
211
Reduced
161
Closed
29
Calls
$1.09M
Puts
Net Calls
+$1.09M
Net Calls Change
+$395K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
526
LifePlan Financial Group
Ohio
$18K +$88 +8 +0.5%
FCB
527
First Command Bank
Texas
$16K
FCFS
528
First Command Financial Services
Texas
$16K
BFC
529
Bedel Financial Consulting
Indiana
$16K +$88 +8 +0.6%
FCMT
530
Founders Capital Management (Texas)
Texas
$16K +$88 +8 +0.6%
AC
531
AlphaCore Capital
California
$16K +$15.3K +1,384 New
BFEC
532
Benjamin F. Edwards & Company
Missouri
$14K
SL
533
Salomon & Ludwin
Virginia
$14K
IRAG
534
Investment Research & Advisory Group
Georgia
$14K +$12.9K +1,168 New
CCA
535
Column Capital Advisors
Indiana
$14K +$13.7K +1,240 New
CMA
536
Cedar Mountain Advisors
Oregon
$12K +$11.4K +1,032 New
OIA
537
Optimum Investment Advisors
Illinois
$10K +$88 +8 +0.9%
AWA
538
Arkadios Wealth Advisors
Georgia
$8.61K +$7.5K +680 New
NDSI
539
Newman Dignan & Sheerar Inc
Rhode Island
$8.36K +$71.3M +6,468,784 +888%
LGWM
540
Litman Gregory Wealth Management
California
$8K
WAP
541
Wealthcare Advisory Partners
Pennsylvania
$8K
Rockefeller Capital Management
542
Rockefeller Capital Management
New York
$7K
LWM
543
Lionsbridge Wealth Management
Florida
$5K +$4.67K +424 New
AAP
544
Arax Advisory Partners
Colorado
$4K
HR
545
Howe & Rusling
New York
$4K
CFG
546
Citizens Financial Group
Rhode Island
$4K +$3.62K +328 New
CAGAS
547
Capital Advisory Group Advisory Services
Minnesota
$3K
GI
548
Gradient Investments
Minnesota
$3K
LFA
549
Lighthouse Financial Advisors
Maryland
$3K +$3.09K +280 New
BCMIO
550
Beacon Capital Management Inc (Ohio)
Ohio
$2K