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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 %
DW
351
Domani Wealth
Pennsylvania
$523K +$102 +8 +0%
LJAC
352
L.J. Altfest & Co
New York
$519K -$81.8K -6,448 -14%
WG
353
Welch Group
Alabama
$518K +$518K +40,824 New
AI
354
Accredited Investors
Minnesota
$514K – – –
FCA
355
FinTrust Capital Advisors
South Carolina
$512K -$34.6K -2,728 -6%
SCM
356
Shelton Capital Management
Colorado
$508K – – –
AAS
357
Annex Advisory Services
Wisconsin
$506K -$16.6K -1,304 -3%
LF
358
LifeSteps Financial
California
$502K -$6.49K -512 -1%
PA
359
Paragon Advisors
Texas
$496K +$1.02K +80 +0.2%
CPIG
360
Chicago Partners Investment Group
Illinois
$493K +$493K +36,744 New
GWM
361
Gray Wealth Management
Maine
$483K – – –
Cerity Partners
362
Cerity Partners
New York
$477K -$339K -26,712 -42%
WWM
363
Western Wealth Management
Colorado
$473K +$58.7K +4,448 +14%
GVAG
364
Great Valley Advisor Group
Delaware
$472K +$170K +13,336 +56%
SLF
365
Sun Life Financial
Ontario, Canada
$464K – – –
AMCA
366
Arthur M. Cohen & Associates
Illinois
$460K – – –
VFA
367
Valeo Financial Advisors
Indiana
$457K +$8.73K +688 +2%
CM
368
Columbus Macro
Pennsylvania
$451K -$10.6K -832 -2%
SWA
369
Sutton Wealth Advisors
Florida
$449K +$914 +72 +0.2%
CWM
370
Cabot Wealth Management
Massachusetts
$447K – – –
BWM
371
BCS Wealth Management
Tennessee
$447K +$63.4K +5,000 +17%
HSA
372
HBK Sorce Advisory
Pennsylvania
$446K -$277K -21,840 -38%
CBT
373
Capital Bank & Trust
California
$446K -$211K -16,608 -32%
CAG
374
Csenge Advisory Group
Florida
$439K -$505K -39,760 -53%
CHP
375
Cable Hill Partners
Oregon
$433K -$41.6K -3,280 -9%
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15
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