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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 %
SF
326
Summit Financial
New Jersey
$681K +$681K +53,632 New
EWM
327
Empirical Wealth Management
Washington
$662K -$3.56K -280 -0.5%
Stifel Financial
328
Stifel Financial
Missouri
$660K -$18.3K -1,440 -3%
AFS
329
Access Financial Services
Minnesota
$639K -$22.1K -1,744 -3%
AWM
330
Avior Wealth Management
Nebraska
$632K +$4.16K +328 +0.7%
UB
331
UMB Bank
Missouri
$628K -$1.46M -114,800 -70%
AFA
332
Atlanta Financial Associates
Georgia
$623K -$161K -12,688 -21%
CWM
333
Cedar Wealth Management
California
$617K +$35.5K +2,800 +6%
ACG
334
Allen Capital Group
Nebraska
$616K -$2.94K -232 -0.5%
CCB
335
Cutter & Co Brokerage
Missouri
$601K +$711 +56 +0.1%
GRP
336
Global Retirement Partners
California
$595K +$35.7K +2,816 +6%
YWP
337
YorkBridge Wealth Partners
New York
$592K +$27K +2,128 +5%
FTUS
338
Flow Traders U.S.
New York
$590K -$2.19M -172,776 -79%
BWA
339
Burt Wealth Advisors
Maryland
$590K – – –
LRPA
340
L. Roy Papp & Associates
Arizona
$581K -$49.9K -3,936 -8%
JCM
341
Jacobsen Capital Management
Utah
$581K +$581K +45,808 New
AA
342
Apriem Advisors
California
$567K +$5.89K +464 +1%
FI
343
FormulaFolio Investments
Michigan
$562K +$5.58K +440 +1%
MC
344
Montag & Caldwell
Georgia
$556K -$192K -15,136 -26%
AA
345
Ancora Advisors
Ohio
$549K +$812 +64 +0.1%
IIC
346
Integrated Investment Consultants
Michigan
$548K – – –
PA
347
Paracle Advisors
Washington
$538K – – –
SFS
348
Summit Financial Strategies
Ohio
$533K +$102 +8 +0%
PAS
349
Park Avenue Securities
New York
$528K +$528K +41,592 New
AMG
350
Asset Management Group
Connecticut
$526K +$813 +64 +0.2%
12 13
14
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