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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.

New
Increased
Maintained
Reduced
Closed
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
Fund Evaluation Group
Ohio
$115M
2
OIA
OneDigital Investment Advisors
Kansas
$55.4M
3
Jane Street
Jane Street
New York
$12.5M
4
PCIA
Prime Capital Investment Advisors
Kansas
$12.2M
5
RAG
Roof Advisory Group
Pennsylvania
$25.3M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$2.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19.7M
3
AI
Atria Investments
North Carolina
$920K
4
KWM
Kingsview Wealth Management
Oregon
$4.34M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$534K
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
151
GW Henssler & Associates
Georgia
$2.24M +$135K +12,960 +6%
SBL
152
Sargent Bickham Lagudis
Colorado
$2.24M -$64.5K -6,200 -3%
LWAC
153
Laurel Wealth Advisors (California)
California
$2.23M +$834K +80,248 +60%
FWM
154
Focused Wealth Management
New York
$2.22M -$448K -43,024 -17%
WC
155
Westwind Capital
New Mexico
$2.21M -$68.6K -6,592 -3%
PWMG
156
Prestige Wealth Management Group
New Jersey
$2.2M -$106K -10,184 -5%
CWP
157
Capital Wealth Planning
Florida
$2.09M +$2.09M +200,408 New
SFSG
158
Stearns Financial Services Group
North Carolina
$2.08M -$70.5K -6,776 -3%
FANJ
159
Financial Architects (New Jersey)
New Jersey
$2.08M +$110K +10,608 +6%
BPA
160
Beacon Pointe Advisors
California
$2.07M +$203K +19,520 +11%
AF
161
Advisornet Financial
Minnesota
$2.02M -$580K -55,768 -22%
DAS
162
Dynamic Advisor Solutions
Arizona
$2M +$41.3K +3,968 +2%
ECML
163
Eagle Capital Management (Louisiana)
Louisiana
$2M -$121K -11,664 -6%
FAAS
164
First Allied Advisory Services
California
$1.94M +$140K +13,480 +8%
ADL
165
Asset Dedication LLC
California
$1.94M -$20.1K -1,936 -1%
LFA
166
Legend Financial Advisors
Pennsylvania
$1.93M -$1.35M -129,856 -41%
PV
167
Private Vista
Illinois
$1.93M -$64K -6,144 -3%
FVWA
168
Foster Victor Wealth Advisors
South Carolina
$1.92M -$201K -19,064 -9%
BCWM
169
Blue Chip Wealth Management
Florida
$1.9M +$49.9K +4,800 +3%
LFPWM
170
Leicht Financial Planning & Wealth Management
New Jersey
$1.89M +$11.4K +1,096 +0.6%
Creative Planning
171
Creative Planning
Kansas
$1.85M -$87.2K -8,384 -5%
AC
172
Avestar Capital
New York
$1.85M +$184K +17,928 +11%
ACG
173
Allen Capital Group
Nebraska
$1.85M -$86.3K -8,296 -4%
BIA
174
BHK Investment Advisors
Alabama
$1.8M +$729K +70,096 +68%
PIP
175
Peachtree Investment Partners
Florida
$1.79M -$75.9K -7,296 -4%
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