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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 %
FA
301
FC Advisory
Pennsylvania
$577K -$51.5K -5,176 -8%
HSA
302
HBK Sorce Advisory
Pennsylvania
$567K -$36.6K -3,672 -6%
AFP
303
Ausdal Financial Partners
Iowa
$559K +$91.4K +8,296 +20%
MWA
304
Martel Wealth Advisors
Washington
$557K +$156K +15,712 +39%
WA
305
Wealth Architects
California
$557K – – –
BWL
306
Bogart Wealth LLC
Virginia
$553K +$553K +55,584 New
APA
307
American Portfolios Advisors
New York
$538K -$71K -7,128 -12%
Stifel Financial
308
Stifel Financial
Missouri
$532K +$48.8K +4,904 +10%
SNBOSD
309
Security National Bank of So Dak
Iowa
$530K – – –
EWM
310
Empirical Wealth Management
Washington
$522K -$29.2K -2,936 -5%
AFS
311
Access Financial Services
Minnesota
$519K -$102K -10,200 -16%
CBT
312
Capital Bank & Trust
California
$515K +$336K +33,744 +187%
JPMPWA
313
J.P. Morgan Private Wealth Advisors
California
$507K +$62.2K +6,256 +14%
Northern Trust
314
Northern Trust
Illinois
$499K +$172K +17,344 +53%
LRPA
315
L. Roy Papp & Associates
Arizona
$495K -$14.9K -1,496 -3%
AWM
316
Avior Wealth Management
Nebraska
$492K +$311K +31,232 +171%
ACG
317
Allen Capital Group
Nebraska
$486K -$46.8K -4,696 -9%
LJAC
318
L.J. Altfest & Co
New York
$471K -$44.4K -4,464 -9%
CCB
319
Cutter & Co Brokerage
Missouri
$471K -$7.17K -720 -2%
MMHP
320
Murphy Middleton Hinkle & Parker
Georgia
$464K +$79.2K +7,952 +21%
BWA
321
Burt Wealth Advisors
Maryland
$463K -$35.3K -3,544 -7%
CWM
322
Cedar Wealth Management
California
$456K +$456K +45,840 New
LFPWM
323
Leicht Financial Planning & Wealth Management
New Jersey
$452K -$783K -78,280 -63%
YWP
324
YorkBridge Wealth Partners
New York
$443K +$10.5K +1,056 +2%
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$443K +$106K +10,664 +32%
11 12
13
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