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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
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 %
CA
476
Continuum Advisory
Idaho
$208K +$208K +16,144 New
ECM
477
Exchange Capital Management
Michigan
$208K +$208K +16,400 New
PC
478
Permanens Capital
New York
$204K +$10.7K +840 +6%
FHA
479
First Horizon Advisors
Tennessee
$203K – – –
IWM
480
IHT Wealth Management
Illinois
$201K +$201K +15,808 New
IA
481
IndexIQ Advisors
New York
$189K -$975K -77,016 -84%
PA
482
Parallel Advisors
California
$186K -$19.1K -1,512 -9%
Fifth Third Bancorp
483
Fifth Third Bancorp
Ohio
$184K +$31.8K +2,512 +21%
DAM
484
Delta Asset Management
Tennessee
$183K – – –
LWA
485
Lenox Wealth Advisors
New York
$170K – – –
PAI
486
Pittenger & Anderson Inc
Nebraska
$160K – – –
Bank of Montreal
487
Bank of Montreal
Ontario, Canada
$154K -$13.6K -1,024 -8%
LWM
488
Lenox Wealth Management
Ohio
$148K -$11.4K -896 -7%
CFO
489
CVA Family Office
Colorado
$147K +$50.9K +4,000 +53%
TCM
490
Tradewinds Capital Management
Washington
$138K +$102 +8 +0.1%
CFB
491
Cullen/Frost Bankers
Texas
$130K +$102 +8 +0.1%
HI
492
Hudock Inc
Pennsylvania
$124K +$97.7K +7,744 +372%
PWM
493
Provident Wealth Management
Tennessee
$124K +$124K +9,784 New
BWA
494
BDO Wealth Advisors
Florida
$122K +$10.9K +864 +10%
TL
495
TrueWealth LLC
Georgia
$116K +$10.1K +800 +10%
AIM
496
Anchor Investment Management
South Carolina
$112K +$51.9K +4,088 +86%
BW
497
Bison Wealth
Georgia
$108K -$10.2K -800 -9%
GT
498
Glenmede Trust
Pennsylvania
$98K – – –
IF
499
Ironwood Financial
Arizona
$96K – – –
PCA
500
Providence Capital Advisors
North Carolina
$92K -$45.4K -3,592 -33%
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