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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 %
CIP
276
Capital Insight Partners
Arizona
$1.08M +$1.08M +85,096 New
PAMG
277
Patton Albertson Miller Group
Tennessee
$1.07M -$2.03K -160 -0.2%
Janney Montgomery Scott
278
Janney Montgomery Scott
Pennsylvania
$1.07M +$195K +15,384 +22%
DLCIG
279
D.L. Carlson Investment Group
New Hampshire
$1.07M +$777K +61,224 +261%
5L
280
55I LLC
Massachusetts
$1.05M -$32.3K -2,544 -3%
FAAS
281
First Allied Advisory Services
California
$1.01M -$80.7K -6,360 -7%
B
282
Bailard
California
$1.01M – – –
LW
283
Linscomb Wealth
Texas
$991K +$8.73K +688 +0.9%
SG
284
StoneX Group
New York
$976K +$459K +36,184 +89%
SHA
285
Seneca House Advisors
Virginia
$973K -$69K -5,432 -7%
NL
286
NWAM LLC
Washington
$966K – – –
MMHP
287
Murphy Middleton Hinkle & Parker
Georgia
$958K +$367K +28,864 +62%
Wolverine Trading
288
Wolverine Trading
Illinois
$955K +$524K +42,000 +122%
JIC
289
Johnson Investment Counsel
Ohio
$953K -$46.8K -3,688 -5%
CHA
290
Carmichael Hill & Associates
Maryland
$952K -$21.9K -1,728 -2%
BDF
291
Black Diamond Financial
Maryland
$936K -$158K -12,416 -14%
BA
292
Bristlecone Advisors
Washington
$933K +$711 +56 +0.1%
SIAS
293
Shine Investment Advisory Services
Colorado
$914K -$33.7K -2,656 -4%
EP
294
Eudaimonia Partners
Tennessee
$908K +$410K +32,304 +82%
PFBT
295
Parkside Financial Bank & Trust
Missouri
$906K -$17.4K -1,368 -2%
OAJ
296
Ogorek Anthony Joseph
New York
$897K +$18.7K +1,472 +2%
AAS
297
Avantax Advisory Services
Texas
$896K -$9.45K -744 -1%
TFS
298
TrustCore Financial Services
Tennessee
$882K -$21.2K -1,672 -2%
FC
299
Fusion Capital
South Carolina
$879K -$26.5K -2,088 -3%
AWA
300
Arkadios Wealth Advisors
Georgia
$865K +$856K +64,560 +9,494%
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12
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