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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 %
NG
526
NWK Group
California
$61K -$1.96K -136 -3%
LFG
527
Larson Financial Group
Missouri
$61K +$25.2K +1,760 +71%
CTB
528
Country Trust Bank
Illinois
$58K – – –
HNB
529
Huntington National Bank
Ohio
$56K – – –
TPCW
530
TD Private Client Wealth
New York
$51.6K – – –
MAWCM
531
Mine & Arao Wealth Creation & Management
California
$48K – – –
MF
532
Manchester Financial
California
$48K +$8.38K +584 +21%
LWM
533
Liberty Wealth Management
California
$47K +$116 +8 +0.2%
BCM
534
Blume Capital Management
California
$46K – – –
JWM
535
Jeppson Wealth Management
California
$46K +$46K +3,208 New
PK
536
Pflug Koory
Nebraska
$46K +$46K +3,224 New
MWP
537
Meridian Wealth Partners
Pennsylvania
$45K -$21.5K -1,488 -32%
MWC
538
MBM Wealth Consultants
Missouri
$44K – – –
CA
539
Clearstead Advisors
Ohio
$44K +$41.7K +2,888 +1,805%
LWANC
540
Laurel Wealth Advisors (North Carolina)
North Carolina
$41K -$10.5K -720 -20%
BAM
541
Barrett Asset Management
New York
$39K +$115 +8 +0.3%
FA
542
Faithward Advisors
Pennsylvania
$36K +$9.06K +632 +34%
WT
543
Washington Trust
Rhode Island
$35K – – –
CCA
544
Column Capital Advisors
Indiana
$29K – – –
BAM
545
Bellevue Asset Management
Washington
$29K – – –
SSWG
546
Seven Springs Wealth Group
Tennessee
$29K – – –
WTC
547
WhitTier Trust Company
Nevada
$28K – – –
Simplex Trading
548
Simplex Trading
Illinois
$27K +$4.02K +280 +18%
CFA
549
Carroll Financial Associates
North Carolina
$26K -$1.83K -128 -7%
HWM
550
HighMark Wealth Management
Minnesota
$24K – – –
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