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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
1
Financial Engines Advisors
California
$1.58B
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$70.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$40.2M
4
APP
4
Avantax Planning Partners
Iowa
$435M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$24.5M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$174M
2
SS
2
Sunbelt Securities
Texas
$0
3
TIM
3
Total Investment Management
Arizona
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$7.54M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
26
Prime Capital Investment Advisors
Kansas
$33.1M -$86.1K -6,784 -0.3%
Morgan Stanley
27
Morgan Stanley
New York
$31.7M +$2.32M +182,672 +8%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$31.1M -$10.8M -848,384 -26%
EFSCE
29
Enterprise Financial Services Corp (EFSC)
Missouri
$30.9M -$290K -22,840 -0.9%
FPCG
30
Fort Pitt Capital Group
Pennsylvania
$30.8M +$116K +9,136 +0.4%
HWA
31
HHM Wealth Advisors
Tennessee
$30.4M -$280K -22,048 -0.9%
Ameriprise
32
Ameriprise
Minnesota
$30.3M +$2.1M +165,632 +7%
MAG
33
Mokosak Advisory Group
Iowa
$29.7M -$318K -25,032 -1%
VWA
34
Visionary Wealth Advisors
Illinois
$29.2M +$505K +39,768 +2%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.5M +$28.5M +2,246,384 New
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$28M -$3.25M -256,336 -10%
PFM
37
Parsec Financial Management
North Carolina
$27.8M -$1.5M -118,160 -5%
KLI
38
Kelman-Lazarov Inc
Tennessee
$26.3M +$80.2K +6,320 +0.3%
TWM
39
Triton Wealth Management
Arizona
$26M +$8.02M +596,744 +45%
MA
40
MUFG Americas
New York
$25.6M +$1.21M +95,280 +5%
AIP
41
Almanack Investment Partners
Pennsylvania
$24.5M +$23.4M +1,846,912 +2,267%
PMG
42
ProVise Management Group
Florida
$24.3M +$995K +78,432 +4%
Wells Fargo
43
Wells Fargo
California
$23.8M +$407K +32,088 +2%
UBS Group
44
UBS Group
Switzerland
$22.5M +$1.14M +89,744 +5%
SWRP
45
Summit Wealth & Retirement Planning
California
$22.2M -$648K -51,056 -3%
SL
46
Systelligence LLC
Minnesota
$20M +$6.68M +526,048 +50%
SAM
47
Summit Asset Management
Tennessee
$19.5M -$145K -11,448 -0.7%
ACA
48
Ackerman Capital Advisors
Texas
$18.1M +$18.1M +1,424,056 New
FMP
49
Financial Management Professionals
Texas
$18M -$7.36M -580,024 -29%
PAG
50
Private Advisor Group
New Jersey
$17.9M -$1.2M -94,912 -6%
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