SCHG icon

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 %
FPB
551
First PREMIER Bank
South Dakota
$23K +$23K +1,616 New
FCB
552
First Command Bank
Texas
$20K – – –
FCFS
553
First Command Financial Services
Texas
$20K – – –
BFC
554
Bedel Financial Consulting
Indiana
$20K +$114 +8 +0.6%
CTC
555
Central Trust Company
Missouri
$19K – – –
Koshinski Asset Management
556
Koshinski Asset Management
Illinois
$18.4K +$3.61K +236,104 +24%
BFEC
557
Benjamin F. Edwards & Company
Missouri
$17K – – –
IRAG
558
Investment Research & Advisory Group
Georgia
$17K – – –
FDCDDQ
559
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.1K +$16.1K +1,120 New
TCM
560
TD Capital Management
Tennessee
$16K – – –
LGWM
561
Litman Gregory Wealth Management
California
$16K +$2.12K +144 +15%
UWM
562
USAdvisors Wealth Management
Minnesota
$13.5K -$196 -13,680 -1%
HF
563
Halpern Financial
Virginia
$13K – – –
KCM
564
Kathmere Capital Management
Pennsylvania
$13K +$13K +896 New
CMA
565
Cedar Mountain Advisors
Oregon
$12K – – –
OIA
566
Optimum Investment Advisors
Illinois
$12K – – –
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$12K +$12K +816 New
AC
568
AlphaCore Capital
California
$10K -$3.11K -224 -24%
SQA
569
Simon Quick Advisors
New Jersey
$10K +$10K +680 New
ME
570
McIlrath & Eck
Washington
$7K – – –
CAM
571
Costello Asset Management
Pennsylvania
$7K – – –
LFG
572
LifePlan Financial Group
Ohio
$6K – – –
PFS
573
Prospera Financial Services
Texas
$6K +$6K +440 New
HR
574
Howe & Rusling
New York
$5K – – –
AAP
575
Arax Advisory Partners
Colorado
$5K – – –
21 22
23
24 25