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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
$1.58B
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
$435M
5
AIP
Almanack Investment Partners
Pennsylvania
$24.5M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$174M
2
SS
Sunbelt Securities
Texas
$0
3
TIM
Total Investment Management
Arizona
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$7.54M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
426
Redhawk Wealth Advisors
Minnesota
$306K -$6.31M -496,216 -95%
MOS
427
MGO One Seven
Ohio
$306K -$686K -54,144 -69%
BSW
428
Buckingham Strategic Wealth
Missouri
$303K -$22.4K -1,768 -7%
PFA
429
Paradigm Financial Advisors
Missouri
$299K +$2.54K +200 +0.9%
KIA
430
KCM Investment Advisors
California
$299K +$8.13K +640 +3%
HWA
431
Heritage Wealth Advisors
Virginia
$297K – – –
DCM
432
Donaldson Capital Management
Indiana
$297K – – –
AWA
433
Acorn Wealth Advisors
Michigan
$294K -$86.8K -6,848 -23%
MI
434
Moneywise Inc
Virginia
$294K -$25.7K -2,024 -8%
Fisher Asset Management
435
Fisher Asset Management
Washington
$292K -$10.8K -848 -4%
CAM
436
Cubic Asset Management
Massachusetts
$292K – – –
EK
437
Evensky & Katz
Florida
$291K – – –
DSA
438
Droms Strauss Advisors
Missouri
$290K +$290K +22,808 New
TPW
439
Tiller Private Wealth
Pennsylvania
$286K – – –
CAM
440
Cozad Asset Management
Illinois
$284K +$284K +22,400 New
RWM
441
RBA Wealth Management
California
$281K +$10.6K +840 +4%
CIR
442
Clear Investment Research
Georgia
$281K +$15.6K +1,232 +6%
PWM
443
Praetorian Wealth Management
California
$279K +$279K +21,992 New
Wealth Enhancement Advisory Services
444
Wealth Enhancement Advisory Services
Minnesota
$278K -$205K -15,112 -42%
RMA
445
Roffman Miller Associates
Pennsylvania
$278K +$278K +21,920 New
AGA
446
Arkos Global Advisors
Texas
$277K +$277K +21,840 New
PFP
447
Pinnacle Financial Partners
Tennessee
$274K – – –
PAM
448
Private Asset Management
California
$271K +$3.96K +312 +1%
VDI
449
Vaughan David Investments
Illinois
$268K -$8.33K -656 -3%
FHA
450
Flagship Harbor Advisors
Massachusetts
$267K +$108K +8,544 +68%
16 17
18
19 20