SCHG icon

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 %
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$1.07M -$1.77M -170,168 -62%
SC
202
Savant Capital
Illinois
$1.05M – – –
RJA
203
Raymond James & Associates
Florida
$1.05M +$3.5K +336 +0.3%
LNC
204
Lincoln National Corp
Pennsylvania
$1.05M +$66.8K +6,424 +7%
SIAS
205
Shine Investment Advisory Services
Colorado
$1.04M -$2.5K -240 -0.2%
FNBOO
206
First National Bank of Omaha
Nebraska
$1.02M – – –
EWM
207
Edge Wealth Management
New York
$1.01M -$41.3K -3,976 -4%
GCA
208
Genesee Capital Advisors
New York
$1M +$988K +95,048 +7,616%
LCM
209
Liberty Capital Management
Michigan
$1M -$7.24K -696 -0.7%
DSC
210
Duncker Streett & Co
Missouri
$988K +$180K +17,272 +22%
FAIM
211
Financial Advocates Investment Management
Washington
$987K +$573K +55,104 +138%
BW
212
Bison Wealth
Georgia
$965K +$60K +5,768 +7%
TIM
213
Total Investment Management
Arizona
$963K +$963K +93,968 New
Fidelity Investments
214
Fidelity Investments
Massachusetts
$958K +$28.5K +2,744 +3%
WWM
215
Windsor Wealth Management
Indiana
$950K – – –
LW
216
Linscomb Wealth
Texas
$936K +$2.33K +224 +0.2%
AI
217
Atria Investments
North Carolina
$920K -$13.8M -1,342,568 -94%
CHA
218
Carmichael Hill & Associates
Maryland
$900K -$10.7K -1,024 -1%
BA
219
Bristlecone Advisors
Washington
$889K +$889K +85,480 New
PFBT
220
Parkside Financial Bank & Trust
Missouri
$874K -$5.91K -568 -0.7%
BAC
221
Boys Arnold & Co
North Carolina
$855K – – –
TF
222
Trek Financial
Arizona
$836K -$25.6K -2,464 -3%
FAM
223
Foothills Asset Management
Arizona
$826K +$111K +10,704 +16%
CIC
224
Cornercap Investment Counsel
Georgia
$825K +$825K +79,344 New
PAMG
225
Patton Albertson Miller Group
Tennessee
$809K +$809K +77,712 New
7 8
9
10 11