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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 %
MHR
476
Matthew Hamilton Rosenberg
$238K – – –
Bank of Montreal
477
Bank of Montreal
Ontario, Canada
$235K +$67.9K +4,728 +41%
CAI
478
Capital Advisors Inc
Oklahoma
$231K – – –
FHA
479
First Horizon Advisors
Tennessee
$230K – – –
CCT
480
Country Club Trust
Missouri
$230K +$230K +16,000 New
PA
481
Pinnacle Associates
New York
$228K +$228K +15,864 New
WP
482
WealthPLAN Partners
Nebraska
$222K +$120 +8 +0.1%
AIM
483
Aspen Investment Management
Michigan
$215K +$215K +14,912 New
PL
484
Plancorp LLC
Missouri
$215K +$215K +14,936 New
AF
485
Apexium Financial
Texas
$214K +$214K +14,880 New
EWM
486
Evermay Wealth Management
Virginia
$214K +$214K +14,880 New
BC
487
Brio Consultants
California
$214K +$214K +14,888 New
IC
488
IEQ Capital
California
$213K +$213K +14,792 New
PA
489
Parallel Advisors
California
$212K – – –
HWM
490
Hohimer Wealth Management
Washington
$212K +$212K +14,400 New
Fifth Third Bancorp
491
Fifth Third Bancorp
Ohio
$209K – – –
DAM
492
Delta Asset Management
Tennessee
$208K -$115 -8 -0.1%
PAI
493
Pittenger & Anderson Inc
Nebraska
$206K +$25.1K +1,744 +14%
NNP
494
Nachman Norwood & Parrott
South Carolina
$206K +$206K +14,296 New
LWA
495
Lenox Wealth Advisors
New York
$192K – – –
TCM
496
Tradewinds Capital Management
Washington
$167K +$10.5K +728 +7%
CFO
497
CVA Family Office
Colorado
$166K +$115 +8 +0.1%
AIM
498
Anchor Investment Management
South Carolina
$159K +$32.2K +2,240 +25%
CFB
499
Cullen/Frost Bankers
Texas
$153K +$5.77K +400 +4%
HGWM
500
Harvest Group Wealth Management
Massachusetts
$152K +$81K +5,616 +114%
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