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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 %
TAM
251
Townsend Asset Management
North Carolina
$1.35M +$2.13K +168 +0.2%
SBSB
252
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.34M – – –
LCM
253
Liberty Capital Management
Michigan
$1.31M +$33K +2,600 +3%
AWMG
254
Alliance Wealth Management Group
New Jersey
$1.3M -$5.38K -424 -0.4%
TCM
255
Towercrest Capital Management
Pennsylvania
$1.3M -$5.38K -424 -0.4%
ECML
256
Eagle Capital Management (Louisiana)
Louisiana
$1.3M +$1.3M +102,496 New
MWM
257
Meridian Wealth Management
Kentucky
$1.3M -$44.4K -3,504 -3%
BAM
258
Belpointe Asset Management
Nevada
$1.29M +$5.18K +408 +0.4%
GG
259
GenWealth Group
New Jersey
$1.29M +$252K +19,592 +24%
BAMG
260
Brand Asset Management Group
Missouri
$1.26M +$9.75K +768 +0.8%
FNBOO
261
First National Bank of Omaha
Nebraska
$1.25M – – –
JWM
262
Janiczek Wealth Management
Colorado
$1.24M +$57.1K +4,496 +5%
IAN
263
Integrated Advisors Network
Texas
$1.23M +$210K +16,560 +21%
LNC
264
Lincoln National Corp
Pennsylvania
$1.23M +$1.93K +152 +0.2%
JPMPWA
265
J.P. Morgan Private Wealth Advisors
California
$1.22M +$577K +45,432 +89%
SWPG
266
Strategic Wealth Partners Group
Illinois
$1.22M -$30.5K -2,400 -2%
AWM
267
Aprio Wealth Management
Georgia
$1.22M +$214K +16,880 +21%
ANTB
268
AMG National Trust Bank
Colorado
$1.21M +$1.21M +95,520 New
ICM
269
Islay Capital Management
Texas
$1.21M -$191K -15,040 -14%
SW
270
SkyOak Wealth
Michigan
$1.2M +$1.2M +94,744 New
Fidelity Investments
271
Fidelity Investments
Massachusetts
$1.19M -$274K -21,608 -19%
WIA
272
Westbourne Investment Advisors
Maryland
$1.16M +$230K +18,152 +25%
MIAN
273
Mariner Independent Advisor Network
Kansas
$1.15M -$5.91M -459,344 -84%
WWM
274
Windsor Wealth Management
Indiana
$1.12M – – –
CWM
275
Cornerstone Wealth Management
Missouri
$1.12M -$24.3K -1,912 -2%
9 10
11
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