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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
GSIS
51
Global Strategic Investment Solutions
Arizona
$17.3M +$12.9K +1,016 +0.1%
RCA
52
Reitz Capital Advisors
Michigan
$16.7M -$2.35M -185,224 -12%
MFGP
53
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.5M -$194K -15,320 -1%
Bank of America
54
Bank of America
North Carolina
$16.5M -$5.11M -402,352 -24%
AG
55
Appleton Group
Wisconsin
$15.9M +$6.97M +549,232 +78%
VFA
56
Voya Financial Advisors
Connecticut
$15.5M -$3.7K -296 -0%
DP
57
Denver PWM
Colorado
$15.3M -$2.39M -187,944 -13%
PFG
58
Piershale Financial Group
Illinois
$14.8M +$14.8M +1,167,520 New
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$14.7M -$14.7M – –
NFG
60
Nadler Financial Group
Illinois
$14.4M +$45.3K +3,568 +0.3%
SAMC
61
Spectrum Asset Management (California)
California
$14.2M -$104K -8,216 -0.7%
I
62
INVST
Indiana
$13.7M -$2.8M -217,976 -17%
BA
63
Ballast Advisors
Minnesota
$13.5M -$1.74M -137,304 -11%
GIA
64
GHP Investment Advisors
Colorado
$13.2M +$128K +10,064 +1%
BPA
65
Beacon Pointe Advisors
California
$13M +$9.16M +721,696 +236%
XF
66
XML Financial
Maryland
$12.6M +$3.69M +291,040 +41%
AWM
67
Argent Wealth Management
Massachusetts
$12.5M -$307K -21,792 -2%
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$12.3M +$3.14M +247,128 +34%
ACA
69
Affinity Capital Advisors
California
$12.2M -$485K -38,184 -4%
UWM
70
USAdvisors Wealth Management
Minnesota
$12.1M +$1.48M +116,528 +14%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$12M +$2.12M +167,000 +21%
PL
72
Polianta Ltd
Jersey
$11.7M -$4.58M -360,800 -28%
LFS
73
Legacy Financial Strategies
Kansas
$11.7M +$880K +69,336 +8%
CAN
74
Cetera Advisor Networks
California
$11.4M +$305K +24,048 +3%
GIA
75
Gladstone Institutional Advisory
Florida
$11.3M -$6.63M -522,160 -37%
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