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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
+$34.3M
2
OIA
OneDigital Investment Advisors
Kansas
+$30.3M
3
Jane Street
Jane Street
New York
+$12.5M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$12.1M
5
RAG
Roof Advisory Group
Pennsylvania
+$11.9M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$148M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.5M
3
AI
Atria Investments
North Carolina
-$13.8M
4
KWM
Kingsview Wealth Management
Oregon
-$12.4M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$8.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
176
Capital Investment Advisory Services
North Carolina
$1.76M -$14K -1,320 -0.8%
TYCC
177
Texas Yale Capital Corp
Florida
$1.71M -$1.71M -164,616 -50%
SFA
178
Sequoia Financial Advisors
Ohio
$1.66M -$29.2K -2,808 -2%
SWM
179
SVA Wealth Management
Wisconsin
$1.63M -$11.4K -1,096 -0.7%
PCMC
180
Private Capital Management (Colorado)
Colorado
$1.62M -$18.1K -1,744 -1%
ASN
181
Advisory Services Network
Georgia
$1.61M +$587K +56,424 +57%
FWM
182
Frontier Wealth Management
Missouri
$1.58M -$39.7K -3,816 -2%
PA
183
PFG Advisors
Arizona
$1.58M +$540K +50,136 +52%
H
184
HoyleCohen
California
$1.54M +$56.9K +5,472 +4%
SBSB
185
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.53M -$894K -86,000 -37%
SHA
186
Seneca House Advisors
Virginia
$1.47M +$29K +2,728 +2%
BBPWM
187
Blue Bell Private Wealth Management
Pennsylvania
$1.42M -$28.6K -2,752 -2%
MA
188
Mutual Advisors
Nebraska
$1.42M +$351K +33,744 +33%
PFA
189
Pinnacle Family Advisors
Missouri
$1.3M -$60K -5,768 -4%
ECG
190
Edge Capital Group
Georgia
$1.3M – – –
AWM
191
AE Wealth Management
Kansas
$1.24M +$225K +21,632 +22%
SHJ
192
Sharkey, Howes & Javer
Colorado
$1.22M – – –
EWA
193
EP Wealth Advisors
California
$1.19M +$252K +24,184 +27%
JFG
194
JMG Financial Group
Illinois
$1.19M -$34.1K -3,280 -3%
WDL
195
Well Done LLC
Michigan
$1.14M -$30.8K -2,960 -3%
BPWA
196
Beacon Pointe Wealth Advisors
California
$1.09M +$448K +43,064 +70%
Goldman Sachs
197
Goldman Sachs
New York
$1.08M +$1.08M +104,032 New
FA
198
Fagan Associates
New York
$1.08M +$74.1K +7,120 +7%
AWMG
199
Alliance Wealth Management Group
New Jersey
$1.08M – – –
TCM
200
Towercrest Capital Management
Pennsylvania
$1.08M – – –
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