We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

354 hedge funds and large institutions have $2.61B invested in Schwab US Large-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 151 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

53.21% more ownership

Funds ownership: 325.6%378.82% (+53%)

51% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 100

18% more capital invested

Capital invested by funds: $2.21B → $2.61B (+$395M)

13% more funds holding in top 10

Funds holding in top 10: 4045 (+5)

7% more funds holding

Funds holding: 331354 (+23)

Holders
354
Holders Change
+23
Holders Change %
+6.95%
% of All Funds
8.1%
Holding in Top 10
45
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.5%
% of All Funds
1.03%
New
43
Increased
151
Reduced
100
Closed
16
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
-$452K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
101
LCNB Corp
Ohio
$2.4M +$2.36M +253,648 New
AFG
102
Albion Financial Group
Utah
$2.38M -$14.2K -1,528 -0.6%
AWS
103
AJ Wealth Strategies
New York
$2.35M +$46K +4,936 +2%
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$2.32M +$1.04M +111,592 +84%
IAS
105
IMA Advisory Services
Colorado
$2.23M +$72.9K +7,832 +3%
FFWA
106
FRG Family Wealth Advisors
Washington
$2.2M +$65.9K +7,080 +3%
BC
107
Bartlett & Co
Ohio
$2.19M -$132K -14,160 -6%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$2.19M -$132K -14,160 -6%
SBSB
109
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.19M +$47.4K +5,088 +2%
SFG
110
Sage Financial Group
Pennsylvania
$2.16M +$167K +17,896 +9%
SG Americas Securities
111
SG Americas Securities
New York
$2.13M +$2.1M +225,216 New
BC
112
Burleson & Co
California
$2.13M +$261K +28,040 +14%
SFSG
113
Stearns Financial Services Group
North Carolina
$2M -$59.7K -6,408 -3%
US Bancorp
114
US Bancorp
Minnesota
$1.96M -$29.2K -3,136 -1%
AWMG
115
Alliance Wealth Management Group
New Jersey
$1.95M -$2.34M -251,216 -55%
TCM
116
Towercrest Capital Management
Pennsylvania
$1.95M +$1.91M +205,312 New
SAM
117
Smithbridge Asset Management
Pennsylvania
$1.94M +$13.4K +1,440 +0.7%
CCMW
118
Cypress Capital Management (Wyoming)
Wyoming
$1.94M +$1.49M +159,696 +355%
HB
119
Homrich & Berg
Georgia
$1.93M -$130K -14,016 -6%
ADL
120
Asset Dedication LLC
California
$1.91M +$1.82M +195,888 +3,396%
PV
121
Private Vista
Illinois
$1.91M +$1.88M +201,768 New
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$1.85M +$205K +22,040 +13%
ACG
123
Allen Capital Group
Nebraska
$1.84M +$1.27M +136,040 +234%
FWM
124
Frontier Wealth Management
Missouri
$1.82M -$86.9K -9,336 -5%
SFA
125
Sequoia Financial Advisors
Ohio
$1.81M -$1.76M -188,832 -50%