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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 %
Millennium Management
376
Millennium Management
New York
$433K +$433K +34,080 New
Northern Trust
377
Northern Trust
Illinois
$431K -$205K -16,200 -32%
SWM
378
Segment Wealth Management
Texas
$430K -$52.9K -4,168 -11%
DT
379
Diversified Trust
Tennessee
$425K – – –
SAM
380
SignalPoint Asset Management
Missouri
$418K +$11K +864 +3%
CWC
381
Carolinas Wealth Consulting
North Carolina
$413K – – –
PGAM
382
Princeton Global Asset Management
New Jersey
$411K – – –
NCM
383
Northwest Capital Management
Oregon
$409K -$78.6K -6,192 -16%
TF
384
Trek Financial
Arizona
$406K -$8.03K -632 -2%
MWM
385
MBE Wealth Management
Wisconsin
$401K -$20.3K -1,600 -5%
RIM
386
Regent Investment Management
Kentucky
$400K -$7.12K -560 -2%
KA
387
Klingman & Associates
New York
$399K -$14.1K -1,112 -3%
TWA
388
TCI Wealth Advisors
Arizona
$398K – – –
APSP
389
Asset Planning Services (Pennsylvania)
Pennsylvania
$392K +$203 +16 +0.1%
TAIM
390
TD Ameritrade Investment Management
Nebraska
$392K +$36.7K +2,888 +10%
NRI
391
NFP Retirement Inc
California
$391K +$391K +30,784 New
LFS
392
Lutz Financial Services
Nebraska
$389K -$55.4K -4,360 -12%
PP
393
Pegasus Partners
Wisconsin
$388K – – –
CF
394
Centaurus Financial
California
$383K -$28.6K -2,256 -7%
FRA
395
Front Row Advisors
California
$378K -$2.23K -176 -0.6%
DWM
396
Destination Wealth Management
California
$374K -$44.2K -3,480 -11%
CSIC
397
Clifford Swan Investment Counsel
California
$372K – – –
SCM
398
SOL Capital Management
Maryland
$372K +$108K +8,520 +41%
PA
399
PSI Advisors
Florida
$371K -$103K -8,160 -22%
FIG
400
FundX Investment Group
California
$370K +$370K +29,112 New
14 15
16
17 18