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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.

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 %
SDWMA
76
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.81M +$71.4K +7,168 +0.9%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$7.79M +$1.72M +172,600 +28%
AIA
78
Arcadia Investment Advisors
Idaho
$7.77M +$693K +69,568 +10%
MGIA
79
Moneta Group Investment Advisors
Missouri
$7.63M +$2.85M +286,200 +60%
WIA
80
World Investment Advisors
California
$7.63M -$279K -28,016 -4%
FAN
81
Financial Advisors Network
California
$7.57M +$2.13M +213,656 +39%
FWP
82
FAS Wealth Partners
Kansas
$7.55M +$160K +16,080 +2%
NDSI
83
Newman Dignan & Sheerar Inc
Rhode Island
$7.41M -$70.6M -6,513,584 -91%
FFWA
84
FRG Family Wealth Advisors
Washington
$7.33M -$96.5K -9,688 -1%
ACM
85
AlphaStar Capital Management
North Carolina
$7.16M +$518K +48,696 +8%
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$7.15M +$3.94M +396,120 +123%
AG
87
Appleton Group
Wisconsin
$7.04M -$6.4M -643,152 -48%
XF
88
XML Financial
Maryland
$7M -$2.43M -244,544 -26%
HighTower Advisors
89
HighTower Advisors
Illinois
$6.92M -$642K -64,544 -8%
SWA
90
Stratos Wealth Advisors
Ohio
$6.88M -$326K -32,736 -5%
ACM
91
Alpha Capital Management
Texas
$6.79M -$163K -16,328 -2%
CCM
92
Coldstream Capital Management
Washington
$6.72M -$314K -31,512 -4%
GGI
93
GPM Growth Investors
Michigan
$6.53M +$70.6K +7,088 +1%
BWM
94
BerganKDV Wealth Management
Minnesota
$6.41M +$1.23M +123,800 +24%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$6.4M +$867K +87,064 +16%
GC
96
Garde Capital
Washington
$6.39M +$2.05M +205,960 +47%
RWM
97
RKL Wealth Management
Pennsylvania
$6.39M +$1.41M +141,592 +28%
OWM
98
Opes Wealth Management
California
$6.3M -$2.15M -215,744 -25%
TWP
99
Total Wealth Planning
Ohio
$6.19M -$337K -33,808 -5%
KWM
100
Kingsview Wealth Management
Oregon
$6.1M +$46.2K +4,640 +0.8%
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4
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