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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
$289M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
$112M
3
MG
Mather Group
Illinois
$253M
4
Goldman Sachs
Goldman Sachs
New York
$13.9M
5
AssetMark Inc
AssetMark Inc
California
$57.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.7B
2
FMP
Financial Management Professionals
Texas
$116K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$23.6M
5
UCFA
United Capital Financial Advisors
Texas
$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
501
BDO Wealth Advisors
Florida
$139K – – –
GM
502
GeoWealth Management
Illinois
$123K +$123K +8,520 New
PB
503
Pinnacle Bancorp
Nebraska
$117K +$50.5K +3,512 +76%
FMP
504
Financial Management Professionals
Texas
$116K -$20.3M -1,406,184 -99%
GT
505
Glenmede Trust
Pennsylvania
$111K – – –
CPW
506
Catalyst Private Wealth
California
$111K +$111K +7,728 New
SSB
507
Sandy Spring Bank
Maryland
$109K +$72.6K +5,064 +200%
IF
508
Ironwood Financial
Arizona
$108K – – –
BW
509
Bison Wealth
Georgia
$101K -$21.4K -1,488 -17%
PC
510
Permanens Capital
New York
$98K -$134K -9,280 -58%
IRC
511
Investors Research Corp
Georgia
$97K +$4.26K +296 +5%
ACA
512
Aptus Capital Advisors
Alabama
$96K – – –
APWA
513
Atlas Private Wealth Advisors
New Jersey
$95K – – –
RG
514
Retirement Group
California
$87K +$3.45K +240 +4%
QCMC
515
Quantum Capital Management (California)
California
$86K +$687 +48 +0.8%
GI
516
Gradient Investments
Minnesota
$85K – – –
GWM
517
Geneos Wealth Management
Colorado
$81K – – –
AA
518
Advisory Alpha
Michigan
$78K +$78K +5,336 New
DI
519
Disciplined Investments
Oklahoma
$72K +$115 +8 +0.2%
BlackRock
520
BlackRock
New York
$71K -$7.81K -544 -10%
QCG
521
Quadrant Capital Group
Ohio
$71K – – –
LWA
522
Lowe Wealth Advisors
Maryland
$71K – – –
FBT
523
First Bank & Trust
South Dakota
$71K – – –
AIP
524
Ameritas Investment Partners
Nebraska
$69K – – –
Citigroup
525
Citigroup
New York
$63K +$5.69K +392 +10%
19 20
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