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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
+$67.9M
2
TIM
Total Investment Management
Arizona
+$39.8M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$15.3M
4
SEI Investments
SEI Investments
Pennsylvania
+$14.8M
5
Mariner
Mariner
Kansas
+$13.5M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$70.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$40.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$35.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$22.3M
5
PFG
Piershale Financial Group
Illinois
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
501
Pinnacle Bancorp
Nebraska
$30K +$30K +3,032 New
GWS
502
Glassman Wealth Services
Virginia
$29K – – –
CFA
503
Carroll Financial Associates
North Carolina
$27K – – –
BAM
504
Barrett Asset Management
New York
$27K +$80 +8 +0.3%
MF
505
Manchester Financial
California
$25K +$1.1K +112 +5%
LFG
506
Larson Financial Group
Missouri
$25K +$1.5K +152 +6%
SSB
507
Sandy Spring Bank
Maryland
$25K +$3.96K +400 +19%
TCOV
508
Trust Company of Vermont
Vermont
$25K +$25K +2,536 New
CFG
509
Citizens Financial Group
Rhode Island
$24K +$20.7K +2,064 +629%
SSWG
510
Seven Springs Wealth Group
Tennessee
$20K -$10.9K -1,088 -35%
CCA
511
Column Capital Advisors
Indiana
$20K +$7.35K +720 +58%
HI
512
Hudock Inc
Pennsylvania
$20K +$20K +2,080 New
WTC
513
WhitTier Trust Company
Nevada
$19K – – –
HWM
514
HighMark Wealth Management
Minnesota
$16K +$76 +8 +0.5%
CAN
515
Claraphi Advisory Network
United States
$16K +$16K +1,600 New
FA
516
Faithward Advisors
Pennsylvania
$15K -$15.6K -1,600 -51%
LFG
517
LifePlan Financial Group
Ohio
$15K – – –
FCB
518
First Command Bank
Texas
$14K – – –
FCFS
519
First Command Financial Services
Texas
$14K – – –
AC
520
AlphaCore Capital
California
$14K – – –
BFC
521
Bedel Financial Consulting
Indiana
$14K – – –
FCMT
522
Founders Capital Management (Texas)
Texas
$14K +$81 +8 +0.6%
NC
523
NewSquare Capital
Pennsylvania
$14K +$13.9K +1,416 +17,700%
BFEC
524
Benjamin F. Edwards & Company
Missouri
$12K – – –
SL
525
Salomon & Ludwin
Virginia
$12K – – –
19 20
21
22 23