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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 %
IWM
576
IHT Wealth Management
Illinois
– -$395K -33,992 Closed
RA
577
Riversedge Advisors
Delaware
– -$366K -31,552 Closed
SFG
578
SNS Financial Group
Minnesota
– -$353K -30,416 Closed
CBFP
579
Cedar Brook Financial Partners
Ohio
– -$321K -27,664 Closed
TP
580
Tranquility Partners
Tennessee
– -$311K -26,784 Closed
CA
581
Continuum Advisory
Idaho
– -$296K -25,528 Closed
SQA
582
Simon Quick Advisors
New Jersey
– -$250K -21,536 Closed
WI
583
WrapManager Inc
California
– -$240K -20,648 Closed
AW
584
ACG Wealth
Georgia
– -$224K -19,320 Closed
BC
585
Brio Consultants
California
– -$224K -19,248 Closed
FBB
586
Fulton Breakefield Broenniman
Maryland
– -$222K -19,152 Closed
PGWM
587
Parisi Gray Wealth Management
New Jersey
– -$222K -19,104 Closed
CPSAC
588
Chas P. Smith & Associates (CPS)
Florida
– -$221K -19,024 Closed
OWP
589
Obermeyer Wealth Partners
Colorado
– -$221K -19,000 Closed
LF
590
Lantz Financial
Illinois
– -$218K -18,784 Closed
ONB
591
Old National Bancorp
Indiana
– -$217K -18,664 Closed
CA
592
Calton & Associates
Florida
– -$210K -18,064 Closed
ECM
593
Exchange Capital Management
Michigan
– -$209K -18,000 Closed
WCM
594
Whitener Capital Management
North Carolina
– -$205K -17,712 Closed
FIG
595
FundX Investment Group
California
– -$201K -17,280 Closed
CWS
596
Cypress Wealth Services
California
– -$200K -17,216 Closed
TI
597
tru Independence
Oregon
– -$168K -16,824 Closed
Chevy Chase Trust
598
Chevy Chase Trust
Maryland
– -$128K -10,960 Closed
MCWS
599
McKinley Carter Wealth Services
West Virginia
– -$82K -7,016 Closed
TCWM
600
Total Clarity Wealth Management
Illinois
– -$54K -4,640 Closed
21 22 23
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