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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 %
OC
326
Oarsman Capital
Wisconsin
$441K -$168K -16,864 -28%
AA
327
Apriem Advisors
California
$440K -$71.4K -7,168 -14%
GRP
328
Global Retirement Partners
California
$439K +$23.3K +2,336 +6%
CP
329
Camelot Portfolios
Ohio
$438K +$438K +44,008 New
FI
330
FormulaFolio Investments
Michigan
$437K – – –
ACA
331
Ascension Capital Advisors
Texas
$436K -$190K -19,064 -30%
IIC
332
Integrated Investment Consultants
Michigan
$430K -$159K -16,000 -27%
AA
333
Ancora Advisors
Ohio
$430K +$796 +80 +0.2%
FCA
334
FinTrust Capital Advisors
South Carolina
$429K +$558 +56 +0.1%
PA
335
Paracle Advisors
Washington
$422K +$422K +42,400 New
SFS
336
Summit Financial Strategies
Ohio
$418K +$2.95K +296 +0.7%
AMG
337
Asset Management Group
Connecticut
$412K +$877 +88 +0.2%
DW
338
Domani Wealth
Pennsylvania
$410K -$244K -24,536 -37%
AAS
339
Annex Advisory Services
Wisconsin
$410K +$222K +22,328 +119%
SG
340
StoneX Group
New York
$406K +$23.8K +2,392 +6%
AI
341
Accredited Investors
Minnesota
$403K +$403K +40,520 New
HFA
342
Hoover Financial Advisors
Pennsylvania
$402K +$98.9K +9,936 +33%
LF
343
LifeSteps Financial
California
$399K -$29.4K -2,952 -7%
SCM
344
Shelton Capital Management
Colorado
$398K +$398K +40,000 New
Wealth Enhancement Advisory Services
345
Wealth Enhancement Advisory Services
Minnesota
$394K -$244K -22,024 -38%
EP
346
Eudaimonia Partners
Tennessee
$391K +$391K +39,264 New
PA
347
Paragon Advisors
Texas
$388K +$17.5K +1,760 +5%
NCM
348
Northwest Capital Management
Oregon
$382K -$88.2K -8,864 -19%
SWM
349
Segment Wealth Management
Texas
$379K -$16.6K -1,664 -4%
GWM
350
Gray Wealth Management
Maine
$379K +$379K +38,096 New
12 13
14
15 16