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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

552 hedge funds and large institutions have $4.06B invested in Schwab US Large-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 222 increasing their positions, 204 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
-7
Holders Change %
-1.25%
% of All Funds
12.19%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.81%
New
62
Increased
222
Reduced
204
Closed
58
Calls
$1.58M
Puts
$1.7M
Net Calls
-$114K
Net Calls Change
-$1.2M

Top Buyers

1
SS
1
Sunbelt Securities
Texas
$69.4M
2
TIM
2
Total Investment Management
Arizona
$40.7M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$19.6M
4
SEI Investments
4
SEI Investments
Pennsylvania
$65.6M
5
Mariner
5
Mariner
Kansas
$112M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$7.41M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$920M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$14.7M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWRC
226
R.W. Roge & Company
New York
$1.26M -$1.59K -160 -0.1%
BC
227
Bartlett & Co
Ohio
$1.26M +$1.26M +126,456 New
BCWM
228
Bartlett & Co Wealth Management
Ohio
$1.26M +$5.26K +528 +0.4%
ECG
229
Edge Capital Group
Georgia
$1.24M +$398 +40 +0%
Jane Street
230
Jane Street
New York
$1.19M -$3.78M -379,272 -76%
Fidelity Investments
231
Fidelity Investments
Massachusetts
$1.14M +$148K +14,832 +15%
JFG
232
JMG Financial Group
Illinois
$1.13M – – –
CIAS
233
Capital Investment Advisory Services
North Carolina
$1.1M +$62.1K +6,232 +6%
ICM
234
Islay Capital Management
Texas
$1.1M -$59.2K -5,944 -5%
TAM
235
Townsend Asset Management
North Carolina
$1.06M +$34.7K +3,488 +3%
SBSB
236
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.05M -$408K -41,048 -28%
MWM
237
Meridian Wealth Management
Kentucky
$1.05M +$49.4K +4,960 +5%
SC
238
Savant Capital
Illinois
$1.04M +$34.6K +3,480 +3%
DSC
239
Duncker Streett & Co
Missouri
$1.04M -$31.2K -3,136 -3%
AWMG
240
Alliance Wealth Management Group
New Jersey
$1.03M -$2.47K -248 -0.2%
TCM
241
Towercrest Capital Management
Pennsylvania
$1.03M -$2.47K -248 -0.2%
BAM
242
Belpointe Asset Management
Nevada
$1.01M +$714K +71,688 +245%
LCM
243
Liberty Capital Management
Michigan
$1M +$25.7K +2,584 +3%
BAMG
244
Brand Asset Management Group
Missouri
$984K +$340K +34,160 +53%
FNBOO
245
First National Bank of Omaha
Nebraska
$982K -$28.1K -2,824 -3%
SWPG
246
Strategic Wealth Partners Group
Illinois
$978K +$79.1K +7,952 +9%
LNC
247
Lincoln National Corp
Pennsylvania
$960K -$62.4K -6,264 -6%
BAC
248
Boys Arnold & Co
North Carolina
$951K +$319 +32 +0%
BP
249
Broadleaf Partners
Ohio
$944K +$445K +44,736 +89%
FAM
250
Foothills Asset Management
Arizona
$941K +$108K +10,896 +13%
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