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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 %
FSWA
401
Financial Synergies Wealth Advisors
Texas
$398K +$576 +40 +0.1%
TAIM
402
TD Ameritrade Investment Management
Nebraska
$394K -$50.9K -3,536 -11%
CBFP
403
Cedar Brook Financial Partners
Ohio
$393K +$36.1K +2,504 +10%
CFD
404
Creative Financial Designs
Indiana
$393K +$341K +23,712 +660%
KeyBank National Association
405
KeyBank National Association
Ohio
$392K – – –
LIM
406
Leavell Investment Management
Alabama
$385K +$25K +1,736 +7%
CM
407
Columbus Macro
Pennsylvania
$379K -$132K -9,168 -26%
NCM
408
Northwest Capital Management
Oregon
$376K -$87.2K -6,064 -19%
KIA
409
KCM Investment Advisors
California
$374K +$35K +2,432 +10%
RSWM
410
Robertson Stephens Wealth Management
California
$372K +$372K +25,872 New
BPB
411
Badgley, Phelps & Bell
Washington
$366K -$40.4K -2,808 -10%
SCA
412
Strategic Capital Advisers
Colorado
$365K -$39.2K -2,720 -10%
CIA
413
Capital Investment Advisors
Georgia
$362K -$4.61K -320 -1%
DWT
414
Dorsey & Whitney Trust
South Dakota
$362K – – –
PCM
415
Pennsylvania Capital Management
Pennsylvania
$360K +$360K +24,664 New
1832 Asset Management
416
1832 Asset Management
Ontario, Canada
$358K -$37.1K -2,576 -9%
PIMG
417
Patriot Investment Management Group
Tennessee
$358K -$22.1K -1,536 -6%
CIR
418
Clear Investment Research
Georgia
$357K +$38.5K +2,680 +12%
APW
419
Aurora Private Wealth
New Jersey
$353K +$82.4K +5,728 +30%
CAG
420
Csenge Advisory Group
Florida
$346K -$150K -10,480 -30%
PA
421
PSI Advisors
Florida
$346K -$75.3K -5,240 -18%
SW
422
SVB Wealth
Massachusetts
$346K +$346K +24,040 New
GSWM
423
Golden State Wealth Management
California
$346K +$346K +24,048 New
AMM
424
American Money Management
California
$345K -$12.2K -848 -3%
ZIM
425
Zacks Investment Management
Illinois
$338K -$10K -696 -3%
15 16
17
18 19