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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

587 hedge funds and large institutions have $6.41B invested in Schwab US Large-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 199 increasing their positions, 249 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+8
Holders Change %
+1.38%
% of All Funds
11.88%
Holding in Top 10
93
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.88%
New
53
Increased
199
Reduced
249
Closed
37
Calls
$15.4M
Puts
$587K
Net Calls
+$14.8M
Net Calls Change
+$14.8M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$289M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
$112M
3
MG
Mather Group
Illinois
$253M
4
Goldman Sachs
Goldman Sachs
New York
$13.9M
5
AssetMark Inc
AssetMark Inc
California
$57.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.7B
2
FMP
Financial Management Professionals
Texas
$116K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$23.6M
5
UCFA
United Capital Financial Advisors
Texas
$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
226
Buckingham Strategic Wealth
Missouri
$1.97M +$1.62M +112,568 +471%
KFGK
227
Keystone Financial Group (Kentucky)
Kentucky
$1.96M -$124K -8,632 -6%
PWMG
228
Prestige Wealth Management Group
New Jersey
$1.96M -$803K -55,768 -29%
BBPWM
229
Blue Bell Private Wealth Management
Pennsylvania
$1.95M -$37.8K -2,624 -2%
BIA
230
Bigelow Investment Advisors
Maine
$1.94M +$34.7K +2,408 +2%
BAM
231
Berkshire Asset Management
Pennsylvania
$1.89M -$253K -17,600 -12%
AFP
232
Ausdal Financial Partners
Iowa
$1.83M +$866K +60,152 +90%
BC
233
Bartlett & Co
Ohio
$1.82M +$115 +8 +0%
BCWM
234
Bartlett & Co Wealth Management
Ohio
$1.82M +$115 +8 +0%
ECG
235
Edge Capital Group
Georgia
$1.8M +$345 +24 +0%
RWRC
236
R.W. Roge & Company
New York
$1.78M -$46.6K -3,048 -3%
EWM
237
Evercore Wealth Management
New York
$1.77M -$146K -10,160 -8%
AP
238
Adero Partners
California
$1.72M -$264K -18,368 -13%
GHA
239
GW Henssler & Associates
Georgia
$1.7M -$246K -17,088 -13%
PCMC
240
Private Capital Management (Colorado)
Colorado
$1.7M -$30.5K -2,120 -2%
CIAS
241
Capital Investment Advisory Services
North Carolina
$1.67M -$921 -64 -0.1%
MAM
242
Marotta Asset Management
Virginia
$1.66M -$1.74M -120,704 -51%
TAM
243
Townsend Asset Management
North Carolina
$1.65M +$123K +8,536 +8%
SC
244
Savant Capital
Illinois
$1.64M -$18.9K -1,312 -1%
SF
245
Summit Financial
New Jersey
$1.58M +$808K +56,104 +105%
JFG
246
JMG Financial Group
Illinois
$1.55M -$95.5K -6,632 -6%
GG
247
GenWealth Group
New Jersey
$1.53M +$68.6K +4,696 +5%
ECML
248
Eagle Capital Management (Louisiana)
Louisiana
$1.5M +$24.1K +1,672 +2%
TPA
249
Trivium Point Advisory
Connecticut
$1.5M +$689K +47,816 +85%
JWM
250
Janiczek Wealth Management
Colorado
$1.49M +$84.4K +5,864 +6%
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