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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 %
WSTAM
101
Wilbanks Smith & Thomas Asset Management
Virginia
$4.71M 452,336 +91,904 +25%
GC
102
Garde Capital
Washington
$4.56M 438,528 -9,360 -2%
FFWA
103
FRG Family Wealth Advisors
Washington
$4.51M 433,848 +159,592 +58%
SPC
104
Sigma Planning Corp
Michigan
$4.37M 419,632 +41,968 +11%
KWM
105
Kingsview Wealth Management
Oregon
$4.34M 417,608 -1,193,136 -74%
FPFS
106
First Personal Financial Services
North Carolina
$4.34M 417,200 -26,216 -6%
VV
107
Valentine Ventures
Oregon
$4.32M 415,728 -20,440 -5%
CCM
108
Condor Capital Management
New Jersey
$4.29M 412,864 +6,312 +2%
CFS
109
CRA Financial Services
New Jersey
$4.28M 411,240 +35,432 +9%
RRC
110
Relaxing Retirement Coach
Massachusetts
$4.1M 394,472 -25,288 -6%
SIA
111
Starfire Investment Advisers
Michigan
$3.98M 382,984 -7,112 -2%
PAG
112
Private Advisor Group
New Jersey
$3.96M 380,368 +148,296 +64%
SWP
113
Stratos Wealth Partners
Ohio
$3.94M 379,000 -42,944 -10%
JWA
114
JFS Wealth Advisors
Pennsylvania
$3.92M 376,688 -24,264 -6%
MGIA
115
Moneta Group Investment Advisors
Missouri
$3.89M 373,800 +167,936 +82%
QAM
116
Q3 Asset Management
Michigan
$3.84M 536,544 +536,544 New
SWM
117
SeaCrest Wealth Management
New York
$3.8M 365,344 -46,096 -11%
SFG
118
Sage Financial Group
Pennsylvania
$3.7M 355,440 +25,032 +8%
Koshinski Asset Management
119
Koshinski Asset Management
Illinois
$3.4M 326,472 -20,544 -6%
AG
120
Advisor Group
Arizona
$3.29M 315,848 +17,384 +6%
CMP
121
Courage Miller Partners
Virginia
$3.27M 314,048 +1,464 +0.5%
STMM
122
South Texas Money Management
Texas
$3.19M 306,744 -15,968 -5%
MCIA
123
Mountain Capital Investment Advisors
Colorado
$3.11M 297,448 -5,536 -2%
PGA
124
Premia Global Advisors
Florida
$3.07M 294,928 -274,896 -48%
IAS
125
IMA Advisory Services
Colorado
$3.02M 290,264 -336 -0.1%
3 4
5
6 7