SCHG icon

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 %
IAIM
301
International Assets Investment Management
Florida
$853K +$853K +99,080 New
OFG
302
Omega Financial Group
California
$848K -$34.1K -2,688 -4%
AFP
303
Ausdal Financial Partners
Iowa
$848K +$204K +16,064 +32%
AA
304
Argent Advisors
Louisiana
$806K +$466K +36,752 +137%
HFA
305
Hoover Financial Advisors
Pennsylvania
$805K +$292K +23,016 +57%
RFM
306
Royal Fund Management
Florida
$801K +$429K +33,792 +115%
BWL
307
Bogart Wealth LLC
Virginia
$800K +$94.6K +7,456 +13%
JC
308
Jentner Corp
Ohio
$799K -$17.9K -1,408 -2%
WWM
309
WT Wealth Management
Arizona
$796K -$59.5K -4,688 -7%
OC
310
Oarsman Capital
Wisconsin
$788K +$226K +17,832 +40%
VNA
311
Valley National Advisers
Pennsylvania
$787K -$16.5K -1,304 -2%
FWM
312
Frontier Wealth Management
Missouri
$769K -$262K -20,624 -25%
WIC
313
Whitegate Investment Counselors
New Hampshire
$767K -$78.1K -6,152 -9%
TPA
314
Trivium Point Advisory
Connecticut
$742K +$742K +56,288 New
SWM
315
Southern Wealth Management
Texas
$738K +$813 +64 +0.1%
FA
316
FC Advisory
Pennsylvania
$737K +$914 +72 +0.1%
SNBOSD
317
Security National Bank of So Dak
Iowa
$737K +$61.5K +4,848 +9%
William Blair & Company
318
William Blair & Company
Illinois
$730K -$81.3K -6,400 -10%
FA
319
Financial Advisors
Massachusetts
$727K -$208K -16,352 -22%
SHJ
320
Sharkey, Howes & Javer
Colorado
$726K -$84K -6,616 -10%
S
321
SignatureFD
Georgia
$722K -$60.8K -4,792 -8%
CP
322
Camelot Portfolios
Ohio
$715K +$157K +12,360 +28%
WA
323
Wealth Architects
California
$710K – – –
WP
324
WealthSource Partners
California
$708K -$1.72M -135,800 -71%
MWA
325
Martel Wealth Advisors
Washington
$693K -$17.8K -1,400 -3%
11 12
13
14 15