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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 %
Brown Advisory
426
Brown Advisory
Maryland
$337K -$20.5K -1,424 -6%
DCM
427
Donaldson Capital Management
Indiana
$337K – – –
AWA
428
Acorn Wealth Advisors
Michigan
$337K +$3K +208 +0.9%
HWA
429
Heritage Wealth Advisors
Virginia
$337K – – –
RWA
430
Redhawk Wealth Advisors
Minnesota
$335K -$11.9K -824 -3%
MI
431
Moneywise Inc
Virginia
$334K +$230 +16 +0.1%
CDIA
432
Capital Directions Investment Advisors
Georgia
$333K -$24.7K -1,720 -7%
EK
433
Evensky & Katz
Florida
$330K – – –
SA
434
SRH Advisors
Kansas
$328K -$50.6K -3,512 -13%
RWM
435
RBA Wealth Management
California
$327K +$8.06K +560 +3%
TPW
436
Tiller Private Wealth
Pennsylvania
$325K – – –
JWCA
437
J.W. Cole Advisors
Florida
$321K -$2.39M -166,440 -88%
AI
438
Accredited Investors
Minnesota
$321K -$262K -18,200 -45%
BRWA
439
B. Riley Wealth Advisors
Florida
$320K -$50.8K -3,512 -14%
CAM
440
Cubic Asset Management
Massachusetts
$314K -$17.3K -1,200 -5%
JPMorgan Chase & Co
441
JPMorgan Chase & Co
New York
$309K -$3.86M -270,632 -93%
MWM
442
Mission Wealth Management
California
$309K +$19K +1,320 +7%
PWM
443
Praetorian Wealth Management
California
$308K -$8.99K -624 -3%
GLA
444
Good Life Advisors
Pennsylvania
$308K +$8.55K +592 +3%
SPIA
445
Steward Partners Investment Advisory
New York
$306K +$5.29K +368 +2%
FHA
446
Flagship Harbor Advisors
Massachusetts
$303K +$460 +32 +0.2%
AGA
447
Arkos Global Advisors
Texas
$300K -$14.4K -1,000 -5%
MWM
448
Modera Wealth Management
New Jersey
$300K – – –
PSUF
449
People's United Financial
Connecticut
$297K -$96.2K -6,680 -24%
TP
450
Tranquility Partners
Tennessee
$295K – – –
16 17
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