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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 %
CA
401
Calton & Associates
Florida
$370K +$370K +29,176 New
HIC
402
Hartline Investment Corp
Illinois
$365K +$71.1K +5,600 +24%
AOWM
403
Alpha Omega Wealth Management
Virginia
$361K +$24K +1,888 +7%
BPB
404
Badgley, Phelps & Bell
Washington
$358K – – –
SCA
405
Strategic Capital Advisers
Colorado
$356K -$58.4K -4,600 -14%
CAM
406
Crestone Asset Management
Colorado
$355K – – –
PNC Financial Services Group
407
PNC Financial Services Group
Pennsylvania
$354K -$43.8K -3,448 -11%
FSWA
408
Financial Synergies Wealth Advisors
Texas
$350K +$508 +40 +0.1%
LFAS
409
Level Four Advisory Services
Texas
$348K -$6.1K -480 -2%
1832 Asset Management
410
1832 Asset Management
Ontario, Canada
$348K +$90.3K +7,120 +35%
PSUF
411
People's United Financial
Connecticut
$347K -$49.2K -3,872 -12%
KeyBank National Association
412
KeyBank National Association
Ohio
$346K – – –
PIMG
413
Patriot Investment Management Group
Tennessee
$335K -$4.57K -360 -1%
SA
414
SRH Advisors
Kansas
$333K +$101 +8 +0%
BRWA
415
B. Riley Wealth Advisors
Florida
$327K -$71.9K -5,640 -18%
CIA
416
Capital Investment Advisors
Georgia
$323K +$4.06K +320 +1%
DWT
417
Dorsey & Whitney Trust
South Dakota
$319K – – –
LIM
418
Leavell Investment Management
Alabama
$317K +$101 +8 +0%
CDIA
419
Capital Directions Investment Advisors
Georgia
$316K -$11.9K -936 -4%
Brown Advisory
420
Brown Advisory
Maryland
$315K -$20.8K -1,640 -6%
AMM
421
American Money Management
California
$315K +$315K +24,800 New
CBFP
422
Cedar Brook Financial Partners
Ohio
$314K +$314K +24,760 New
MCP
423
Mirador Capital Partners
California
$310K -$10.3K -808 -3%
SFG
424
SevenBridge Financial Group
Pennsylvania
$310K +$9.03K +712 +3%
ZIM
425
Zacks Investment Management
Illinois
$307K -$5.68K -448 -2%
15 16
17
18 19