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

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$7.41M
2
Financial Engines Advisors
Financial Engines Advisors
California
$920M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$14.7M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
251
Janiczek Wealth Management
Colorado
$929K -$8.28K -832 -0.9%
IA
252
IndexIQ Advisors
New York
$916K -$3.72M -373,560 -80%
5L
253
55I LLC
Massachusetts
$904K +$624K +58,776 +223%
CWM
254
Cornerstone Wealth Management
Missouri
$894K -$2.31K -232 -0.3%
WWM
255
Windsor Wealth Management
Indiana
$879K – – –
JPMorgan Chase & Co
256
JPMorgan Chase & Co
New York
$867K +$769K +77,224 +785%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$858K +$496K +49,864 +137%
BDF
258
Black Diamond Financial
Maryland
$858K +$524K +52,592 +157%
FAAS
259
First Allied Advisory Services
California
$857K -$1.33M -133,184 -61%
PAMG
260
Patton Albertson Miller Group
Tennessee
$844K +$2.39K +240 +0.3%
SHA
261
Seneca House Advisors
Virginia
$817K -$135K -13,576 -14%
AIP
262
Almanack Investment Partners
Pennsylvania
$811K +$157K +15,784 +24%
FWM
263
Frontier Wealth Management
Missouri
$809K -$555K -55,672 -41%
GCA
264
Genesee Capital Advisors
New York
$807K -$205K -20,632 -20%
GG
265
GenWealth Group
New Jersey
$801K -$76.7K -7,712 -9%
IAN
266
Integrated Advisors Network
Texas
$800K +$115K +11,600 +17%
B
267
Bailard
California
$788K +$153K +15,336 +24%
AWM
268
Aprio Wealth Management
Georgia
$786K +$528K +52,952 +204%
JIC
269
Johnson Investment Counsel
Ohio
$784K +$303K +30,408 +63%
MOS
270
MGO One Seven
Ohio
$779K -$966K -97,040 -55%
LW
271
Linscomb Wealth
Texas
$771K -$138K -13,832 -15%
CHA
272
Carmichael Hill & Associates
Maryland
$764K +$43.5K +4,368 +6%
SFA
273
Souders Financial Advisors
Ohio
$753K +$753K +75,640 New
RFC
274
Regions Financial Corp
Alabama
$747K +$747K +74,984 New
SIAS
275
Shine Investment Advisory Services
Colorado
$744K -$12.8K -1,280 -2%
9 10
11
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