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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 %
SLF
601
Sun Life Financial
Ontario, Canada
– -$464K -36,560 Closed
Millennium Management
602
Millennium Management
New York
– -$433K -34,080 Closed
FCH
603
Freestone Capital Holdings
Washington
– -$401 -31,552 Closed
MCP
604
Mirador Capital Partners
California
– -$310K -24,392 Closed
Fisher Asset Management
605
Fisher Asset Management
Washington
– -$292K -22,968 Closed
DSA
606
Droms Strauss Advisors
Missouri
– -$290K -22,808 Closed
RMA
607
Roffman Miller Associates
Pennsylvania
– -$278K -21,920 Closed
BO
608
BRR OpCo
Ohio
– -$229K -18,072 Closed
JGUA
609
John G. Ullman & Associates
New York
– -$227K -17,848 Closed
ECM
610
Exchange Capital Management
Michigan
– -$208K -16,400 Closed
CA
611
Continuum Advisory
Idaho
– -$208K -16,144 Closed
PCA
612
Providence Capital Advisors
North Carolina
– -$92K -7,272 Closed
BFIM
613
Beese Fulmer Investment Management
Ohio
– -$87K -6,840 Closed
OPS
614
Orion Portfolio Solutions
Nebraska
– -$69K -5,448 Closed
CFG
615
Citizens Financial Group
Rhode Island
– -$30K -2,392 Closed
TC
616
Truvestments Capital
Florida
– -$20K -1,600 Closed
PA
617
Perennial Advisors
New York
– -$18K -1,456 Closed
VCM
618
Vigilant Capital Management
Maine
– -$14K -1,080 Closed
BWM
619
Baystate Wealth Management
Massachusetts
– -$5K -392 Closed
AWM
620
Apollon Wealth Management
South Carolina
– -$4K -280 Closed
SF
621
Synovus Financial
Georgia
– -$1K -112 Closed
RCA
622
Ranch Capital Advisors
Florida
– -$1K -104 Closed
SCA
623
Stonebridge Capital Advisors
Minnesota
– -$1K -40 Closed
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