SCHG icon

Schwab US Large-Cap Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
451
Tower Research Capital (TRC)
New York
$142K -$95.6K -9,600 -40%
TC
452
Truvestments Capital
Florida
$141K +$141K +14,192 New
LWA
453
Lenox Wealth Advisors
New York
$133K
PAI
454
Pittenger & Anderson Inc
Nebraska
$125K -$15.9K -1,600 -11%
LWM
455
Lenox Wealth Management
Ohio
$125K -$5.41K -544 -4%
FHA
456
Flagship Harbor Advisors
Massachusetts
$125K +$240 +24 +0.2%
Bank of Montreal
457
Bank of Montreal
Ontario, Canada
$122K +$77.2K +8,000 +172%
Fifth Third Bancorp
458
Fifth Third Bancorp
Ohio
$120K
TCM
459
Tradewinds Capital Management
Washington
$108K -$56.8K -5,704 -34%
PCA
460
Providence Capital Advisors
North Carolina
$108K +$108K +10,864 New
CFB
461
Cullen/Frost Bankers
Texas
$102K +$80 +8 +0.1%
BW
462
Bison Wealth
Georgia
$93K -$208K -20,840 -69%
GT
463
Glenmede Trust
Pennsylvania
$89K
BWA
464
BDO Wealth Advisors
Florida
$87K +$4.76K +480 +6%
TL
465
TrueWealth LLC
Georgia
$83K
QCG
466
Quadrant Capital Group
Ohio
$81K +$44.7K +4,480 +123%
CG
467
Cutler Group
California
$79K +$79K +7,992 New
SC
468
Steph & Co
Wisconsin
$78K
IF
469
Ironwood Financial
Arizona
$75K -$25.9K -2,600 -26%
CFO
470
CVA Family Office
Colorado
$75K +$75K +7,560 New
DI
471
Disciplined Investments
Oklahoma
$68K +$15.6K +1,560 +30%
GWM
472
Geneos Wealth Management
Colorado
$64K
BlackRock
473
BlackRock
New York
$63K -$19.8K -1,976 -24%
IRC
474
Investors Research Corp
Georgia
$63K +$2.54K +256 +4%
HF
475
Halpern Financial
Virginia
$60.7K -$24K -2,408 -28%