SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

579 hedge funds and large institutions have $5.69B invested in Schwab US Large-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 205 increasing their positions, 221 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+27
Holders Change %
+4.89%
% of All Funds
11.9%
Holding in Top 10
93
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.41%
% of All Funds
1.91%
New
72
Increased
205
Reduced
221
Closed
42
Calls
$2.2M
Puts
$2.28M
Net Calls
-$78K
Net Calls Change
+$36K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$408M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$70.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$40.2M
4
APP
Avantax Planning Partners
Iowa
+$29.3M
5
AIP
Almanack Investment Partners
Pennsylvania
+$23.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$351M
2
SS
Sunbelt Securities
Texas
-$69.4M
3
TIM
Total Investment Management
Arizona
-$40.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$17.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATWA
226
Arbor Trust Wealth Advisors
Michigan
$1.9M +$23.9K +1,880 +1%
BAM
227
Berkshire Asset Management
Pennsylvania
$1.89M -$13.5K -1,064 -0.7%
PA
228
PFG Advisors
Arizona
$1.89M -$106K -7,944 -5%
EH
229
Equitable Holdings
New York
$1.85M +$134K +10,520 +8%
KFGK
230
Keystone Financial Group (Kentucky)
Kentucky
$1.84M +$97.8K +7,704 +6%
LFA
231
Legend Financial Advisors
Pennsylvania
$1.82M -$287K -22,600 -14%
CWM
232
Chesapeake Wealth Management
Virginia
$1.77M +$54.8K +4,320 +3%
BBPWM
233
Blue Bell Private Wealth Management
Pennsylvania
$1.75M -$31.3K -2,472 -2%
AP
234
Adero Partners
California
$1.75M +$37.6K +2,960 +2%
GHA
235
GW Henssler & Associates
Georgia
$1.72M -$733K -57,784 -30%
EWM
236
Evercore Wealth Management
New York
$1.69M – – –
BIA
237
Bigelow Investment Advisors
Maine
$1.68M +$1.68M +132,064 New
LBC
238
Lowe Brockenbrough & Co
Virginia
$1.67M -$508K -40,000 -23%
BCWM
239
Bartlett & Co Wealth Management
Ohio
$1.61M +$102 +8 +0%
BC
240
Bartlett & Co
Ohio
$1.61M +$102 +8 +0%
ECG
241
Edge Capital Group
Georgia
$1.58M +$305 +24 +0%
DSC
242
Duncker Streett & Co
Missouri
$1.58M +$250K +19,680 +19%
GC
243
Gratus Capital
Georgia
$1.57M -$364K -28,712 -19%
OMC
244
Old Mission Capital
Illinois
$1.53M +$1.53M +120,344 New
PCMC
245
Private Capital Management (Colorado)
Colorado
$1.53M -$93.2K -7,344 -6%
RWRC
246
R.W. Roge & Company
New York
$1.52M -$93.8K -7,392 -6%
CIAS
247
Capital Investment Advisory Services
North Carolina
$1.47M +$70.4K +5,544 +5%
SC
248
Savant Capital
Illinois
$1.46M +$134K +10,536 +10%
JFG
249
JMG Financial Group
Illinois
$1.45M +$9.24K +728 +0.6%
TRCT
250
Tower Research Capital (TRC)
New York
$1.4M +$1.22M +96,008 +673%
8 9
10
11 12