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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 %
TW
451
Transform Wealth
Colorado
$293K +$293K +20,384 New
VDI
452
Vaughan David Investments
Illinois
$292K -$11.5K -800 -4%
CHP
453
Cable Hill Partners
Oregon
$287K -$205K -14,208 -42%
VHAM
454
Van Hulzen Asset Management
California
$285K -$12.7K -880 -4%
SW
455
SteelPeak Wealth
California
$284K -$6.09K -424 -2%
PAM
456
Private Asset Management
California
$282K -$25.3K -1,760 -8%
PFP
457
Pinnacle Financial Partners
Tennessee
$280K -$31.4K -2,176 -10%
HI
458
Hudock Inc
Pennsylvania
$277K +$136K +9,464 +96%
PGWM
459
Parisi Gray Wealth Management
New Jersey
$275K – – –
CRC
460
Curi RMB Capital
Illinois
$275K +$275K +19,080 New
OWP
461
Obermeyer Wealth Partners
Colorado
$274K – – –
CPSAC
462
Chas P. Smith & Associates (CPS)
Florida
$274K – – –
PWM
463
Provident Wealth Management
Tennessee
$271K +$130K +9,072 +93%
ONB
464
Old National Bancorp
Indiana
$269K – – –
LF
465
Lantz Financial
Illinois
$269K +$115 +8 +0%
WCM
466
Whitener Capital Management
North Carolina
$268K – – –
WAM
467
Wealthspire Advisors (Maryland)
Maryland
$261K +$261K +18,120 New
MIP
468
Marietta Investment Partners
Wisconsin
$259K +$259K +17,984 New
PTP
469
Platform Technology Partners
New York
$256K +$346 +24 +0.1%
SCA
470
STALEY CAPITAL ADVISERS
Pennsylvania
$248K – – –
IWM
471
IHT Wealth Management
Illinois
$246K +$18.5K +1,288 +8%
NFG
472
Next Financial Group
Texas
$242K -$9.31K -648 -4%
EHC
473
Everett Harris & Co
California
$242K – – –
PFA
474
Paradigm Financial Advisors
Missouri
$239K -$100K -6,952 -30%
AW
475
ACG Wealth
Georgia
$238K – – –
17 18
19
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