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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 %
IRAG
526
Investment Research & Advisory Group
Georgia
$12K – – –
FEG
527
Financial Enhancement Group
Indiana
$12K +$12K +1,184 New
CMA
528
Cedar Mountain Advisors
Oregon
$10K – – –
OIA
529
Optimum Investment Advisors
Illinois
$9K – – –
WAP
530
Wealthcare Advisory Partners
Pennsylvania
$7K – – –
LGWM
531
Litman Gregory Wealth Management
California
$7K – – –
Simplex Trading
532
Simplex Trading
Illinois
$7K +$7K +800 New
AWA
533
Arkadios Wealth Advisors
Georgia
$6.8K – – –
Rockefeller Capital Management
534
Rockefeller Capital Management
New York
$6K – – –
ME
535
McIlrath & Eck
Washington
$5K +$5K +488 New
CAAS
536
Capital Asset Advisory Services
Michigan
$4K -$28K -2,576 -88%
SCA
537
Stonebridge Capital Advisors
Minnesota
$4K +$4K +392 New
WT
538
Whittier Trust
California
$4K +$4K +400 New
HR
539
Howe & Rusling
New York
$3K – – –
AAP
540
Arax Advisory Partners
Colorado
$3K – – –
RDWM
541
Red Door Wealth Management
Tennessee
$3K +$3K +360 New
BCMIO
542
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
ANBT
543
American National Bank & Trust
Texas
$2K – – –
GWMIA
544
Global Wealth Management Investment Advisory
Florida
$2K – – –
MSFP
545
Mark Sheptoff Financial Planning
Connecticut
$2K +$2K +176 New
LAS
546
Lloyd Advisory Services
Georgia
$2K +$2K +224 New
SL
547
Savior LLC
Massachusetts
$1K -$32.3K -4,392 -97%
IA
548
Independence Advisors
Pennsylvania
$1K – – –
LDFR
549
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
CFFP
550
Center for Financial Planning
Michigan
$1K +$1K +104 New
20 21
22
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