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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 %
CAAS
576
Capital Asset Advisory Services
Michigan
$5K – – –
BCMIO
577
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
MSFP
578
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
GWMIA
579
Global Wealth Management Investment Advisory
Florida
$3K – – –
SL
580
Savior LLC
Massachusetts
$3K +$1.24K +96 +71%
TFM
581
TFC Financial Management
Massachusetts
$3K +$3K +200 New
LAS
582
Lloyd Advisory Services
Georgia
$3K +$3K +216 New
LDFR
583
Lehman & Derafelo Financial Resources
Pennsylvania
$2K – – –
JCM
584
Jacobi Capital Management
Pennsylvania
$2K +$2K +112 New
HCP
585
Hexagon Capital Partners
Arkansas
$2K +$2K +152 New
IA
586
Independence Advisors
Pennsylvania
$1K – – –
FCA
587
FinTrust Capital Advisors
South Carolina
$442 -$138 -9,616 -24%
PL
588
Polianta Ltd
Jersey
– -$11.7M -924,800 Closed
PIP
589
Peachtree Investment Partners
Florida
– -$8.63M -679,576 Closed
FSA
590
Financial Services Advisory
Maryland
– -$5.65M -445,416 Closed
EF
591
Empowered Funds
Pennsylvania
– -$5.31M -418,216 Closed
Jane Street
592
Jane Street
New York
– -$4.93M -388,648 Closed
Susquehanna International Group
593
Susquehanna International Group
Pennsylvania
– -$2.85M -224,408 Closed
WDL
594
Well Done LLC
Michigan
– -$1.97M -154,872 Closed
OMC
595
Old Mission Capital
Illinois
– -$1.53M -120,344 Closed
IAIM
596
International Assets Investment Management
Florida
– -$853K -99,080 Closed
Wolverine Trading
597
Wolverine Trading
Illinois
– -$955K -76,488 Closed
NL
598
NWAM LLC
Washington
– -$966K -76,080 Closed
WP
599
WealthSource Partners
California
– -$708K -55,752 Closed
SCM
600
Shelton Capital Management
Colorado
– -$508K -40,000 Closed
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