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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
1
Sunbelt Securities
Texas
$69.4M
2
TIM
2
Total Investment Management
Arizona
$40.7M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$19.6M
4
SEI Investments
4
SEI Investments
Pennsylvania
$65.6M
5
Mariner
5
Mariner
Kansas
$112M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$7.41M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$920M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$14.7M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
51
Gladstone Institutional Advisory
Florida
$14M +$3.12M +312,992 +29%
GSIS
52
Global Strategic Investment Solutions
Arizona
$13.6M -$2.37M -237,736 -15%
DP
53
Denver PWM
Colorado
$13.3M +$740K +77,368 +6%
MFGP
54
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.1M -$52.8K -5,304 -0.4%
PL
55
Polianta Ltd
Jersey
$12.8M +$12.8M +1,285,600 New
VFA
56
Voya Financial Advisors
Connecticut
$12.6M -$85.8K -8,496 -0.7%
I
57
INVST
Indiana
$12.2M -$111K -11,656 -0.9%
BA
58
Ballast Advisors
Minnesota
$12M -$98.5K -9,896 -0.8%
NFG
59
Nadler Financial Group
Illinois
$11.3M +$9.88K +992 +0.1%
SAMC
60
Spectrum Asset Management (California)
California
$11.3M -$1M -100,512 -8%
ACA
61
Affinity Capital Advisors
California
$11.1M -$1.32M -117,768 -11%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$10.6M +$1.06M +111,312 +11%
SL
63
Systelligence LLC
Minnesota
$10.5M +$3.39M +340,088 +48%
GIA
64
GHP Investment Advisors
Colorado
$10.3M -$153K -15,384 -1%
NWS
65
Newport Wealth Strategies
California
$10.2M -$139K -12,616 -1%
RC
66
Rovin Capital
Arizona
$10.2M +$226K +20,144 +2%
AWM
67
Argent Wealth Management
Massachusetts
$9.31M +$1.62M +158,096 +21%
CAN
68
Cetera Advisor Networks
California
$8.71M +$490K +49,200 +6%
LFS
69
Legacy Financial Strategies
Kansas
$8.51M +$1.47M +147,616 +21%
UWM
70
USAdvisors Wealth Management
Minnesota
$8.33M +$515K +51,720 +7%
EWA
71
EP Wealth Advisors
California
$8.27M +$913K +91,704 +12%
LWAC
72
Laurel Wealth Advisors (California)
California
$8.08M +$57.4K +5,768 +0.7%
CCM
73
Covington Capital Management
California
$8.06M -$339K -34,048 -4%
HA
74
Harborview Advisors
Maine
$7.92M -$1.52M -152,424 -16%
LA
75
LVW Advisors
New York
$7.87M +$909K +91,328 +13%
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