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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.

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 Market Value Shares Shares
Change 		Shares
Change %
VFA
51
Voya Financial Advisors
Connecticut
$12.6M 1,222,872 -9,616 -0.8%
SAMC
52
Spectrum Asset Management (California)
California
$12.6M 1,215,432 -11,880 -1%
GSIS
53
Global Strategic Investment Solutions
Arizona
$12.6M 1,208,096 +23,328 +2%
Jane Street
54
Jane Street
New York
$12.5M 1,203,248 +1,203,248 New
NWS
55
Newport Wealth Strategies
California
$12.2M 1,148,576 +113,288 +11%
PCIA
56
Prime Capital Investment Advisors
Kansas
$12.2M 1,174,760 +1,166,760 +14,585%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$11.5M 1,102,984 +1,000,952 +981%
MWM
58
MinichMacGregor Wealth Management
New York
$11.3M 1,073,552 +33,624 +3%
GIA
59
Gladstone Institutional Advisory
Florida
$11.2M 1,077,696 +105,832 +11%
OWM
60
Opes Wealth Management
California
$10.9M 1,048,784 -2,928 -0.3%
HA
61
Harborview Advisors
Maine
$10.8M 1,040,480 -232 -0%
GIA
62
GHP Investment Advisors
Colorado
$10.8M 1,037,456 -19,552 -2%
NFG
63
Nadler Financial Group
Illinois
$10.7M 1,030,648 +132,048 +15%
WIA
64
World Investment Advisors
California
$10.3M 988,808 +65,320 +7%
HGWM
65
Harvest Group Wealth Management
Massachusetts
$9.91M 952,832 -214,432 -18%
SWA
66
Stratos Wealth Advisors
Ohio
$8.83M 848,984 +534,904 +170%
OCM
67
One Capital Management
California
$8.78M 844,392 -30,568 -3%
CCM
68
Covington Capital Management
California
$8.72M 838,720 +88 +0%
LA
69
LVW Advisors
New York
$8.59M 825,736 +63,376 +8%
MIAN
70
Mariner Independent Advisor Network
Kansas
$8.44M 809,960 +231,896 +40%
FSA
71
Financial Services Advisory
Maryland
$8.21M 789,576 +372,744 +89%
GWA
72
Guidant Wealth Advisors
Illinois
$8.17M 785,768 -26,832 -3%
AIA
73
Arcadia Investment Advisors
Idaho
$8.06M 775,096 +25,056 +3%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$7.78M 746,360 +680 +0.1%
CCM
75
Coldstream Capital Management
Washington
$7.64M 734,224 -58,848 -7%
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