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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.

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
1
Financial Engines Advisors
California
$1.58B
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$70.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$40.2M
4
APP
4
Avantax Planning Partners
Iowa
$435M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$24.5M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$174M
2
SS
2
Sunbelt Securities
Texas
$0
3
TIM
3
Total Investment Management
Arizona
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$7.54M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
601
Apexium Financial
Texas
– – -23,112 Closed
WAM
602
Wealthspire Advisors (Maryland)
Maryland
– – -23,048 Closed
AA
603
Advisory Alpha
Michigan
– – -20,160 Closed
CG
604
Cutler Group
California
– – -7,992 Closed
SC
605
Steph & Co
Wisconsin
– – -7,800 Closed
CS
606
Capital Square
Tennessee
– – -5,800 Closed
EWM
607
EPG Wealth Management
Georgia
– – -5,056 Closed
SMFS
608
Squar Milner Financial Services
California
– – -4,272 Closed
GWS
609
Glassman Wealth Services
Virginia
– – -2,960 Closed
TCOV
610
Trust Company of Vermont
Vermont
– – -2,536 Closed
CAN
611
Claraphi Advisory Network
United States
– – -1,600 Closed
NC
612
NewSquare Capital
Pennsylvania
$0 8 -1,416 -99%
SL
613
Salomon & Ludwin
Virginia
– – -1,216 Closed
FEG
614
Financial Enhancement Group
Indiana
– – -1,184 Closed
WAP
615
Wealthcare Advisory Partners
Pennsylvania
– – -656 Closed
Rockefeller Capital Management
616
Rockefeller Capital Management
New York
– – -592 Closed
WT
617
Whittier Trust
California
– – -400 Closed
RDWM
618
Red Door Wealth Management
Tennessee
$0 24 -336 -93%
LAS
619
Lloyd Advisory Services
Georgia
– – -224 Closed
ANBT
620
American National Bank & Trust
Texas
– – -200 Closed
CFFP
621
Center for Financial Planning
Michigan
– – -104 Closed
BMM
622
Berkshire Money Management
Massachusetts
– – -8 Closed
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