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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 %
BFEC
551
Benjamin F. Edwards & Company
Missouri
$15K – – –
VCM
552
Vigilant Capital Management
Maine
$14K +$14K +1,080 New
TCM
553
TD Capital Management
Tennessee
$14K +$14K +1,088 New
AC
554
AlphaCore Capital
California
$12K -$5.59K -440 -32%
LGWM
555
Litman Gregory Wealth Management
California
$12K +$2.75K +216 +30%
HF
556
Halpern Financial
Virginia
$11.5K -$65.9K -5,192 -85%
CMA
557
Cedar Mountain Advisors
Oregon
$11K -$2.39K -184 -18%
OIA
558
Optimum Investment Advisors
Illinois
$11K – – –
ME
559
McIlrath & Eck
Washington
$6K – – –
CAM
560
Costello Asset Management
Pennsylvania
$6K +$6K +512 New
LFG
561
LifePlan Financial Group
Ohio
$5K -$14.2K -1,136 -74%
CAAS
562
Capital Asset Advisory Services
Michigan
$5K – – –
BWM
563
Baystate Wealth Management
Massachusetts
$5K +$5K +392 New
HR
564
Howe & Rusling
New York
$4K – – –
AAP
565
Arax Advisory Partners
Colorado
$4K – – –
AWM
566
Apollon Wealth Management
South Carolina
$4K +$4K +280 New
MSFP
567
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
GWMIA
568
Global Wealth Management Investment Advisory
Florida
$2K – – –
LDFR
569
Lehman & Derafelo Financial Resources
Pennsylvania
$2K – – –
BCMIO
570
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
SL
571
Savior LLC
Massachusetts
$2K – – –
CA
572
Clearstead Advisors
Ohio
$2K +$2K +160 New
SCA
573
Stonebridge Capital Advisors
Minnesota
$1K -$8.8K -352 -90%
IA
574
Independence Advisors
Pennsylvania
$1K – – –
CL
575
Cabana LLC
Arkansas
$1K +$1K +96 New
21 22
23
24 25