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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 %
CIBC Private Wealth Group
351
CIBC Private Wealth Group
Georgia
$586K +$586K +40,720 New
FIG
352
FundX Investment Group
California
$584K +$165K +11,448 +39%
LRPA
353
L. Roy Papp & Associates
Arizona
$580K -$79.2K -5,504 -12%
GVAG
354
Great Valley Advisor Group
Delaware
$580K +$43.4K +3,000 +8%
CWM
355
Cabot Wealth Management
Massachusetts
$577K +$68.6K +4,760 +13%
MC
356
Montag & Caldwell
Georgia
$570K -$60.3K -4,192 -10%
Cerity Partners
357
Cerity Partners
New York
$568K +$27.1K +1,880 +5%
PA
358
Paragon Advisors
Texas
$567K +$3.69K +256 +0.7%
CA
359
Calton & Associates
Florida
$549K +$129K +8,944 +31%
LF
360
LifeSteps Financial
California
$545K -$24.8K -1,720 -4%
PCA
361
Personal Capital Advisors
California
$544K +$544K +37,784 New
GWM
362
Gray Wealth Management
Maine
$541K -$6.9K -480 -1%
CAM
363
Cozad Asset Management
Illinois
$538K +$215K +14,960 +67%
BWM
364
BCS Wealth Management
Tennessee
$527K +$19.9K +1,384 +4%
AMCA
365
Arthur M. Cohen & Associates
Illinois
$521K – – –
WWM
366
Western Wealth Management
Colorado
$520K +$4.03K +280 +0.8%
VFA
367
Valeo Financial Advisors
Indiana
$518K – – –
SWM
368
Segment Wealth Management
Texas
$510K +$21.9K +1,520 +4%
JCM
369
Jacobsen Capital Management
Utah
$508K -$151K -10,512 -23%
Bank of New York Mellon
370
Bank of New York Mellon
New York
$508K +$508K +35,312 New
CBT
371
Capital Bank & Trust
California
$506K – – –
AA
372
Apriem Advisors
California
$505K -$138K -9,592 -21%
AAS
373
Annex Advisory Services
Wisconsin
$504K -$69.8K -4,848 -12%
HSA
374
HBK Sorce Advisory
Pennsylvania
$498K -$7.84K -544 -2%
SWA
375
Sutton Wealth Advisors
Florida
$495K -$14.4K -1,000 -3%
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