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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 %
FWP
76
FAS Wealth Partners
Kansas
$7.58M 728,456 -8,216 -1%
HighTower Advisors
77
HighTower Advisors
Illinois
$7.56M 728,736 -18,272 -2%
ACM
78
Alpha Capital Management
Texas
$7.42M 713,104 -7,472 -1%
CAN
79
Cetera Advisor Networks
California
$7.29M 701,024 -225,320 -24%
MML Investors Services
80
MML Investors Services
Massachusetts
$7.23M 694,856 +339,872 +96%
CCMG
81
Clark Capital Management Group
Pennsylvania
$6.6M 634,064 +271,848 +75%
CFMC
82
Curbstone Financial Management Corp
New Hampshire
$6.34M 609,496 +15,760 +3%
TWP
83
Total Wealth Planning
Ohio
$6.3M 605,456 +23,304 +4%
PWSG
84
Pacific Wealth Strategies Group
California
$6.27M 602,576 -5,560 -0.9%
ACM
85
AlphaStar Capital Management
North Carolina
$6.15M 591,624 +1,800 +0.3%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$6.09M 585,456 +69,328 +13%
MAS
87
Madden Advisory Services
Florida
$5.88M 565,304 -69,136 -11%
AA
88
Advisory Alpha
Michigan
$5.8M 547,272 +24,632 +5%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$5.66M 544,056 +143,536 +36%
SFWC
90
Strategic Family Wealth Counselors
New Jersey
$5.51M 530,128 -2,736 -0.5%
PRS
91
Pinkerton Retirement Specialists
Idaho
$5.46M 525,224 +187,536 +56%
RWM
92
RKL Wealth Management
Pennsylvania
$5.44M 522,456 +7,984 +2%
SDWMA
93
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.32M 511,480 +97,408 +24%
AWS
94
AJ Wealth Strategies
New York
$5.04M 484,640 -9,496 -2%
SCP
95
Shorepoint Capital Partners
Massachusetts
$4.98M 479,152 -40,032 -8%
LFS
96
Legacy Financial Strategies
Kansas
$4.98M 466,424 +51,872 +13%
SBA
97
Secrest Blakey & Associates
North Carolina
$4.97M 476,376 +19,240 +4%
HB
98
Homrich & Berg
Georgia
$4.92M 472,976 -1,256 -0.3%
LCC
99
Lincoln Capital Corp
Rhode Island
$4.83M 464,288 +1,912 +0.4%
CA
100
Cetera Advisors
Colorado
$4.77M 458,840 -3,744 -0.8%
2 3
4
5 6