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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 %
BCM
526
Blume Capital Management
California
$41K – – –
LWM
527
Liberty Wealth Management
California
$41K – – –
SFS
528
Sowell Financial Services
Arkansas
$40K +$2.13K +168 +6%
MWC
529
MBM Wealth Consultants
Missouri
$39K -$6.14K -480 -14%
MF
530
Manchester Financial
California
$35K +$2.74K +216 +8%
BAM
531
Barrett Asset Management
New York
$34K – – –
LFG
532
Larson Financial Group
Missouri
$32K -$410 -32 -1%
SSB
533
Sandy Spring Bank
Maryland
$32K +$101 +8 +0.3%
WT
534
Washington Trust
Rhode Island
$30K -$34K -2,720 -53%
CFG
535
Citizens Financial Group
Rhode Island
$30K – – –
SSWG
536
Seven Springs Wealth Group
Tennessee
$25K – – –
CCA
537
Column Capital Advisors
Indiana
$25K +$980 +80 +4%
BAM
538
Bellevue Asset Management
Washington
$25K +$25K +2,000 New
CFA
539
Carroll Financial Associates
North Carolina
$24K -$10.2K -824 -30%
WTC
540
WhitTier Trust Company
Nevada
$24K – – –
FA
541
Faithward Advisors
Pennsylvania
$24K +$4.39K +344 +22%
HWM
542
HighMark Wealth Management
Minnesota
$21K – – –
TC
543
Truvestments Capital
Florida
$20K -$157K -12,592 -89%
Simplex Trading
544
Simplex Trading
Illinois
$20K +$10K +800 +100%
BFC
545
Bedel Financial Consulting
Indiana
$18K – – –
FCB
546
First Command Bank
Texas
$18K – – –
FCFS
547
First Command Financial Services
Texas
$18K – – –
PA
548
Perennial Advisors
New York
$18K +$18K +1,456 New
CTC
549
Central Trust Company
Missouri
$16K -$38K -3,080 -70%
BFEC
550
Benjamin F. Edwards & Company
Missouri
$15K – – –
20 21
22
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