SCHG icon

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 %
MWM
451
Modera Wealth Management
New Jersey
$265K – – –
SPIA
452
Steward Partners Investment Advisory
New York
$265K +$203 +16 +0.1%
GLA
453
Good Life Advisors
Pennsylvania
$263K -$213K -16,824 -45%
VHAM
454
Van Hulzen Asset Management
California
$263K – – –
TP
455
Tranquility Partners
Tennessee
$260K +$260K +20,464 New
SW
456
SteelPeak Wealth
California
$256K – – –
MWM
457
Mission Wealth Management
California
$255K – – –
TAM
458
Tradition Asset Management
Virginia
$251K +$251K +19,776 New
PGWM
459
Parisi Gray Wealth Management
New Jersey
$242K +$242K +19,104 New
OWP
460
Obermeyer Wealth Partners
Colorado
$241K +$241K +19,000 New
CPSAC
461
Chas P. Smith & Associates (CPS)
Florida
$241K +$241K +19,024 New
APW
462
Aurora Private Wealth
New Jersey
$239K -$19.5K -1,536 -8%
ONB
463
Old National Bancorp
Indiana
$237K +$237K +18,664 New
LF
464
Lantz Financial
Illinois
$237K +$237K +18,680 New
WCM
465
Whitener Capital Management
North Carolina
$236K +$236K +18,664 New
BO
466
BRR OpCo
Ohio
$229K +$229K +18,072 New
CAI
467
Capital Advisors Inc
Oklahoma
$227K +$227K +16,080 New
JGUA
468
John G. Ullman & Associates
New York
$227K +$227K +17,848 New
PTP
469
Platform Technology Partners
New York
$225K +$225K +17,744 New
NFG
470
Next Financial Group
Texas
$222K -$4.57K -360 -2%
SCA
471
STALEY CAPITAL ADVISERS
Pennsylvania
$218K -$40.8K -3,216 -16%
EHC
472
Everett Harris & Co
California
$214K +$214K +16,824 New
MHR
473
Matthew Hamilton Rosenberg
$210K – – –
AW
474
ACG Wealth
Georgia
$210K +$210K +16,512 New
WP
475
WealthPLAN Partners
Nebraska
$209K -$99.9K -7,072 -32%
17 18
19
20 21