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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 %
QCMC
476
Quantum Capital Management (California)
California
$59K – – –
GI
477
Gradient Investments
Minnesota
$59K +$56K +5,608 +1,895%
CS
478
Capital Square
Tennessee
$58K +$58K +5,800 New
OPS
479
Orion Portfolio Solutions
Nebraska
$54K -$9.83K -992 -15%
WT
480
Washington Trust
Rhode Island
$51K +$51K +5,120 New
EWM
481
EPG Wealth Management
Georgia
$50K +$27.8K +2,816 +126%
HGWM
482
Harvest Group Wealth Management
Massachusetts
$49K -$239 -24 -0.5%
FBT
483
First Bank & Trust
South Dakota
$49K – – –
MWP
484
Meridian Wealth Partners
Pennsylvania
$49K +$10.1K +1,000 +26%
LWA
485
Lowe Wealth Advisors
Maryland
$49K +$49K +4,920 New
ACA
486
Aptus Capital Advisors
Alabama
$48K – – –
AIM
487
Anchor Investment Management
South Carolina
$47.2K -$1.75K -176 -4%
AIP
488
Ameritas Investment Partners
Nebraska
$47K +$47K +4,816 New
CTC
489
Central Trust Company
Missouri
$44K – – –
NG
490
NWK Group
California
$43K +$16.2K +1,648 +61%
SMFS
491
Squar Milner Financial Services
California
$42K – – –
CTB
492
Country Trust Bank
Illinois
$40K – – –
CFD
493
Creative Financial Designs
Indiana
$37K +$6.68K +680 +22%
TPCW
494
TD Private Client Wealth
New York
$35.7K – – –
MWC
495
MBM Wealth Consultants
Missouri
$35K – – –
LWANC
496
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K +$6.56K +664 +23%
MAWCM
497
Mine & Arao Wealth Creation & Management
California
$33K +$33K +3,360 New
LWM
498
Liberty Wealth Management
California
$32K +$79 +8 +0.2%
BCM
499
Blume Capital Management
California
$31K – – –
SFS
500
Sowell Financial Services
Arkansas
$30K -$20.5K -2,040 -41%
18 19
20
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