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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 %
SAM
376
SignalPoint Asset Management
Missouri
$319K +$29K +2,912 +10%
WWM
377
Western Wealth Management
Colorado
$313K +$313K +31,400 New
TWA
378
TCI Wealth Advisors
Arizona
$312K +$14.4K +1,448 +5%
BRWA
379
B. Riley Wealth Advisors
Florida
$312K +$71.8K +7,200 +30%
PNC Financial Services Group
380
PNC Financial Services Group
Pennsylvania
$312K +$154K +15,416 +97%
PSUF
381
People's United Financial
Connecticut
$310K -$110K -11,040 -26%
APSP
382
Asset Planning Services (Pennsylvania)
Pennsylvania
$308K +$160 +16 +0.1%
PFA
383
Pinnacle Family Advisors
Missouri
$307K -$579K -58,192 -65%
PP
384
Pegasus Partners
Wisconsin
$305K – – –
AWA
385
Acorn Wealth Advisors
Michigan
$301K -$76.2K -7,600 -20%
BWM
386
BCS Wealth Management
Tennessee
$301K +$301K +30,240 New
CSIC
387
Clifford Swan Investment Counsel
California
$292K – – –
RFM
388
Royal Fund Management
Florida
$292K +$234K +23,528 +405%
MCP
389
Mirador Capital Partners
California
$287K -$3.55K -312 -1%
BPB
390
Badgley, Phelps & Bell
Washington
$281K -$27.2K -2,728 -9%
RWP
391
RWA Wealth Partners
Massachusetts
$280K – – –
CAM
392
Crestone Asset Management
Colorado
$279K – – –
TAIM
393
TD Ameritrade Investment Management
Nebraska
$279K +$159K +16,000 +133%
LFAS
394
Level Four Advisory Services
Texas
$278K +$4.79K +480 +2%
FSWA
395
Financial Synergies Wealth Advisors
Texas
$274K -$40.6K -4,080 -13%
KeyBank National Association
396
KeyBank National Association
Ohio
$271K – – –
AA
397
Argent Advisors
Louisiana
$267K +$267K +26,792 New
PIMG
398
Patriot Investment Management Group
Tennessee
$266K +$13K +1,304 +5%
AOWM
399
Alpha Omega Wealth Management
Virginia
$264K +$264K +26,552 New
Brown Advisory
400
Brown Advisory
Maryland
$263K – – –
14 15
16
17 18