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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

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

Top Buyers

1
SS
Sunbelt Securities
Texas
$69.4M
2
TIM
Total Investment Management
Arizona
$40.7M
3
CCMG
Clark Capital Management Group
Pennsylvania
$19.6M
4
SEI Investments
SEI Investments
Pennsylvania
$65.6M
5
Mariner
Mariner
Kansas
$112M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$7.41M
2
Financial Engines Advisors
Financial Engines Advisors
California
$920M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$14.7M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
26
Enterprise Financial Services Corp (EFSC)
Missouri
$24.5M -$660K -66,272 -3%
GAM
27
Gemmer Asset Management
California
$24.3M +$2.65M +265,680 +12%
FPCG
28
Fort Pitt Capital Group
Pennsylvania
$24.1M -$57.7K -5,800 -0.2%
HWA
29
HHM Wealth Advisors
Tennessee
$24.1M +$2.45M +245,968 +11%
MAG
30
Mokosak Advisory Group
Iowa
$23.5M +$4.27M +428,544 +22%
Morgan Stanley
31
Morgan Stanley
New York
$23.1M +$1.74M +175,032 +8%
PFM
32
Parsec Financial Management
North Carolina
$23M -$9.67M -970,840 -30%
VWA
33
Visionary Wealth Advisors
Illinois
$22.5M +$8.78M +881,984 +64%
Ameriprise
34
Ameriprise
Minnesota
$22.1M +$4.87M +489,736 +28%
KLI
35
Kelman-Lazarov Inc
Tennessee
$20.6M +$4.23M +424,688 +26%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$20.2M +$4.16M +417,856 +26%
FMP
37
Financial Management Professionals
Texas
$19.9M -$5.4M -542,008 -21%
CCMG
38
Clark Capital Management Group
Pennsylvania
$19.6M +$15.3M +1,539,184 +357%
MA
39
MUFG Americas
New York
$19.2M -$588K -59,080 -3%
Wells Fargo
40
Wells Fargo
California
$18.4M -$32.6K -3,272 -0.2%
PMG
41
ProVise Management Group
Florida
$18.3M +$866K +86,992 +5%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$17.9M -$3.5M -351,080 -16%
SWRP
43
Summit Wealth & Retirement Planning
California
$17.9M -$633K -63,560 -3%
Bank of America
44
Bank of America
North Carolina
$17M +$6.42M +645,296 +61%
UBS Group
45
UBS Group
Switzerland
$16.7M +$158K +15,864 +1%
SAM
46
Summit Asset Management
Tennessee
$15.4M +$138K +13,888 +0.9%
TWM
47
Triton Wealth Management
Arizona
$15.3M +$15.3M +1,338,472 New
PAG
48
Private Advisor Group
New Jersey
$15M +$6.11M +613,224 +69%
RCA
49
Reitz Capital Advisors
Michigan
$14.9M +$1.49M +149,616 +11%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$14.7M -$22.3M – –
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