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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
+$67.9M
2
TIM
Total Investment Management
Arizona
+$39.8M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$15.3M
4
SEI Investments
SEI Investments
Pennsylvania
+$14.8M
5
Mariner
Mariner
Kansas
+$13.5M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$70.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$40.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$35.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$22.3M
5
PFG
Piershale Financial Group
Illinois
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
401
SRH Advisors
Kansas
$261K +$80 +8 +0%
CDIA
402
Capital Directions Investment Advisors
Georgia
$257K – – –
BSW
403
Buckingham Strategic Wealth
Missouri
$256K +$16.4K +1,640 +7%
AIC
404
Ameritas Investment Company
Nebraska
$256K +$78.2K +8,144 +44%
Prudential Financial
405
Prudential Financial
New Jersey
$253K -$2.07K -208 -0.8%
MI
406
Moneywise Inc
Virginia
$251K -$16.6K -1,672 -6%
WP
407
WealthPLAN Partners
Nebraska
$251K +$251K +21,864 New
DWT
408
Dorsey & Whitney Trust
South Dakota
$250K – – –
CIA
409
Capital Investment Advisors
Georgia
$250K +$3.66K +368 +1%
LIM
410
Leavell Investment Management
Alabama
$249K -$717 -72 -0.3%
ZIM
411
Zacks Investment Management
Illinois
$245K -$16.5K -1,664 -6%
PCM
412
Pennsylvania Capital Management
Pennsylvania
$241K +$241K +25,320 New
GSWM
413
Golden State Wealth Management
California
$239K -$709K -71,344 -75%
Fisher Asset Management
414
Fisher Asset Management
Washington
$237K +$237K +23,816 New
GVAG
415
Great Valley Advisor Group
Delaware
$236K +$23.2K +2,336 +11%
SFG
416
SevenBridge Financial Group
Pennsylvania
$236K +$25.1K +2,528 +12%
HWA
417
Heritage Wealth Advisors
Virginia
$233K – – –
DLCIG
418
D.L. Carlson Investment Group
New Hampshire
$233K -$9.39K -944 -4%
DCM
419
Donaldson Capital Management
Indiana
$233K +$233K +23,384 New
PFA
420
Paradigm Financial Advisors
Missouri
$232K +$21.5K +2,168 +10%
WAM
421
Wealthspire Advisors (Maryland)
Maryland
$230K -$169K -16,920 -42%
HIC
422
Hartline Investment Corp
Illinois
$230K -$65.5K -6,592 -22%
AF
423
Apexium Financial
Texas
$230K +$230K +23,112 New
CAM
424
Cubic Asset Management
Massachusetts
$229K +$229K +23,000 New
EK
425
Evensky & Katz
Florida
$228K -$55.8K -5,608 -20%
15 16
17
18 19