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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 %
MWA
326
Martel Wealth Advisors
Washington
$737K -$48.3K -3,352 -6%
AFS
327
Access Financial Services
Minnesota
$725K – – –
Stifel Financial
328
Stifel Financial
Missouri
$719K -$29.2K -2,032 -4%
AWM
329
Avior Wealth Management
Nebraska
$711K -$5.99K -416 -0.8%
ACG
330
Allen Capital Group
Nebraska
$701K -$40.6K -2,656 -5%
YWP
331
YorkBridge Wealth Partners
New York
$683K +$11.3K +784 +2%
CI
332
Chartist Inc
California
$665K +$665K +45,504 New
CWM
333
Cedar Wealth Management
California
$652K -$48.4K -3,360 -7%
GC
334
Gratus Capital
Georgia
$645K -$1.13M -78,592 -64%
CCB
335
Cutter & Co Brokerage
Missouri
$641K -$40.1K -2,784 -6%
HAS
336
HBW Advisory Services
California
$638K +$638K +44,336 New
UB
337
UMB Bank
Missouri
$628K – – –
BWA
338
Burt Wealth Advisors
Maryland
$626K -$43.2K -3,000 -6%
AA
339
Ancora Advisors
Ohio
$624K +$921 +64 +0.1%
FI
340
FormulaFolio Investments
Michigan
$622K -$15.2K -1,056 -2%
IIC
341
Integrated Investment Consultants
Michigan
$622K – – –
FLA
342
Financial Life Advisors
Texas
$618K +$618K +42,976 New
Wealth Enhancement Advisory Services
343
Wealth Enhancement Advisory Services
Minnesota
$609K +$296K +19,352 +95%
SFS
344
Summit Financial Strategies
Ohio
$605K +$115 +8 +0%
PA
345
Paracle Advisors
Washington
$602K -$8.06K -560 -1%
AMG
346
Asset Management Group
Connecticut
$597K +$921 +64 +0.2%
FTUS
347
Flow Traders U.S.
New York
$595K -$73.6K -5,112 -11%
DW
348
Domani Wealth
Pennsylvania
$594K +$231 +16 +0%
EH
349
Equitable Holdings
New York
$593K -$1.51M -104,840 -72%
WG
350
Welch Group
Alabama
$588K – – –
12 13
14
15 16