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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 %
WWM
301
Windsor Wealth Management
Indiana
$858K -$432K -29,560 -33%
SWM
302
Southern Wealth Management
Texas
$857K +$20K +1,392 +2%
WWM
303
WT Wealth Management
Arizona
$856K -$46.7K -3,248 -5%
LFA
304
Legend Financial Advisors
Pennsylvania
$854K -$1.21M -84,320 -59%
VNA
305
Valley National Advisers
Pennsylvania
$849K -$44.4K -3,080 -5%
OC
306
Oarsman Capital
Wisconsin
$848K -$46.3K -3,216 -5%
OFG
307
Omega Financial Group
California
$846K -$115K -8,008 -12%
FA
308
Financial Advisors
Massachusetts
$841K +$16.6K +1,152 +2%
SNBOSD
309
Security National Bank of So Dak
Iowa
$836K – – –
William Blair & Company
310
William Blair & Company
Illinois
$833K +$5.76K +400 +0.7%
WIC
311
Whitegate Investment Counselors
New Hampshire
$825K -$44.8K -3,112 -5%
FWM
312
Frontier Wealth Management
Missouri
$823K -$49K -3,408 -6%
SHJ
313
Sharkey, Howes & Javer
Colorado
$823K -$461 -32 -0.1%
S
314
SignatureFD
Georgia
$819K -$115 -8 -0%
FA
315
FC Advisory
Pennsylvania
$816K -$20K -1,392 -2%
APA
316
American Portfolios Advisors
New York
$815K -$2.69M -186,832 -77%
WA
317
Wealth Architects
California
$800K -$5.18K -360 -0.6%
GRP
318
Global Retirement Partners
California
$777K +$102K +7,048 +15%
MOS
319
MGO One Seven
Ohio
$772K +$424K +29,480 +122%
AC
320
Avestar Capital
New York
$770K -$1.66M -113,912 -68%
LJAC
321
L.J. Altfest & Co
New York
$761K +$172K +11,984 +29%
EWM
322
Empirical Wealth Management
Washington
$752K +$922 +64 +0.1%
JIC
323
Johnson Investment Counsel
Ohio
$750K -$332K -23,032 -31%
CP
324
Camelot Portfolios
Ohio
$746K -$65.8K -4,568 -8%
LAIC
325
Lederer & Associates Investment Counsel
California
$741K +$741K +51,456 New
11 12
13
14 15