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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
+$92.3M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
+$77.5M
3
MG
Mather Group
Illinois
+$14.8M
4
Goldman Sachs
Goldman Sachs
New York
+$11.2M
5
AssetMark Inc
AssetMark Inc
California
+$9.25M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$93.1M
2
FMP
Financial Management Professionals
Texas
-$20.3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$19.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14.7M
5
UCFA
United Capital Financial Advisors
Texas
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
251
Integrated Advisors Network
Texas
$1.44M +$46.9K +3,256 +3%
WIA
252
Westbourne Investment Advisors
Maryland
$1.44M +$125K +8,712 +10%
DLCIG
253
D.L. Carlson Investment Group
New Hampshire
$1.43M +$213K +14,776 +17%
FNBOO
254
First National Bank of Omaha
Nebraska
$1.42M – – –
MWM
255
Meridian Wealth Management
Kentucky
$1.41M -$54.9K -3,816 -4%
LNC
256
Lincoln National Corp
Pennsylvania
$1.41M +$23.4K +1,624 +2%
Fidelity Investments
257
Fidelity Investments
Massachusetts
$1.4M +$59.7K +4,144 +4%
ANTB
258
AMG National Trust Bank
Colorado
$1.38M – – –
SWPG
259
Strategic Wealth Partners Group
Illinois
$1.37M -$11.1K -768 -0.8%
CWM
260
Cornerstone Wealth Management
Missouri
$1.34M +$72.1K +5,008 +6%
AWMG
261
Alliance Wealth Management Group
New Jersey
$1.33M -$142K -9,832 -10%
TCM
262
Towercrest Capital Management
Pennsylvania
$1.33M -$142K -9,832 -10%
SC
263
Slow Capital
California
$1.32M +$1.32M +91,608 New
BAMG
264
Brand Asset Management Group
Missouri
$1.32M -$117K -8,136 -8%
MIAN
265
Mariner Independent Advisor Network
Kansas
$1.29M +$1.5K +104 +0.1%
BAM
266
Belpointe Asset Management
Nevada
$1.29M -$174K -12,112 -12%
RFM
267
Royal Fund Management
Florida
$1.27M +$361K +25,072 +40%
VAS
268
Valicenti Advisory Services
New York
$1.25M +$1.25M +86,520 New
ICM
269
Islay Capital Management
Texas
$1.25M -$127K -8,800 -9%
NRI
270
NFP Retirement Inc
California
$1.24M +$794K +55,160 +179%
PAS
271
Park Avenue Securities
New York
$1.19M +$587K +40,800 +98%
CIC
272
Cornercap Investment Counsel
Georgia
$1.18M +$1.18M +82,104 New
JPMPWA
273
J.P. Morgan Private Wealth Advisors
California
$1.18M -$210K -14,624 -15%
AA
274
Argent Advisors
Louisiana
$1.17M +$259K +18,024 +28%
PAMG
275
Patton Albertson Miller Group
Tennessee
$1.17M -$50.6K -3,512 -4%
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