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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 %
Northern Trust
376
Northern Trust
Illinois
$495K +$5.76K +400 +1%
Neuberger Berman Group
377
Neuberger Berman Group
New York
$494K +$494K +34,280 New
DT
378
Diversified Trust
Tennessee
$483K – – –
SAM
379
SignalPoint Asset Management
Missouri
$471K -$3K -208 -0.6%
CWC
380
Carolinas Wealth Consulting
North Carolina
$469K – – –
PGAM
381
Princeton Global Asset Management
New Jersey
$467K +$115 +8 +0%
FRA
382
Front Row Advisors
California
$466K +$7.39K +480 +2%
SCM
383
SOL Capital Management
Maryland
$462K +$40.3K +2,800 +10%
TWA
384
TCI Wealth Advisors
Arizona
$451K – – –
AWE
385
Avidian Wealth Enterprises
Texas
$449K -$1.8M -125,208 -80%
SFG
386
SevenBridge Financial Group
Pennsylvania
$447K +$95.3K +6,624 +27%
RIM
387
Regent Investment Management
Kentucky
$446K -$6.91K -480 -2%
APSP
388
Asset Planning Services (Pennsylvania)
Pennsylvania
$445K +$115 +8 +0%
PP
389
Pegasus Partners
Wisconsin
$441K – – –
LFS
390
Lutz Financial Services
Nebraska
$441K – – –
AOWM
391
Alpha Omega Wealth Management
Virginia
$439K +$29.3K +2,032 +7%
LFAS
392
Level Four Advisory Services
Texas
$431K +$36.7K +2,552 +9%
CSIC
393
Clifford Swan Investment Counsel
California
$422K – – –
KA
394
Klingman & Associates
New York
$415K -$38.3K -2,656 -8%
DWM
395
Destination Wealth Management
California
$411K -$13.6K -944 -3%
TF
396
Trek Financial
Arizona
$409K -$51.3K -3,560 -11%
HIC
397
Hartline Investment Corp
Illinois
$408K -$5.76K -400 -1%
CAM
398
Crestone Asset Management
Colorado
$403K – – –
PNC Financial Services Group
399
PNC Financial Services Group
Pennsylvania
$401K – – –
MWM
400
MBE Wealth Management
Wisconsin
$401K – – –
14 15
16
17 18