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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 %
RC
76
Rovin Capital
Arizona
$11.2M 878,672 -28,528 -3%
PRS
77
Pinkerton Retirement Specialists
Idaho
$11.1M 876,104 +450,680 +106%
WIA
78
World Investment Advisors
California
$11M 781,936 +16,064 +2%
CGFA
79
Colton Groome Financial Advisors
North Carolina
$10.9M 859,832 +343,024 +66%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$10.8M 840,744 -277,784 -25%
CCM
81
Covington Capital Management
California
$10.4M 819,992 +10,616 +1%
EWA
82
EP Wealth Advisors
California
$10.4M 818,656 -11,640 -1%
AIA
83
Arcadia Investment Advisors
Idaho
$10.2M 807,400 +26,744 +3%
LA
84
LVW Advisors
New York
$10.2M 801,528 +10,736 +1%
SDWMA
85
Schneider Downs Wealth Management Advisors
Pennsylvania
$10.2M 800,416 +16,304 +2%
FAN
86
Financial Advisors Network
California
$9.85M 775,944 +15,344 +2%
FWP
87
FAS Wealth Partners
Kansas
$9.72M 765,824 +7,952 +1%
MGIA
88
Moneta Group Investment Advisors
Missouri
$9.69M 763,440 -3,312 -0.4%
FFWA
89
FRG Family Wealth Advisors
Washington
$9.54M 751,400 +15,712 +2%
SWA
90
Stratos Wealth Advisors
Ohio
$9.48M 747,032 +55,848 +8%
ACM
91
AlphaStar Capital Management
North Carolina
$9.19M 688,616 +15,928 +2%
HighTower Advisors
92
HighTower Advisors
Illinois
$9.1M 716,392 +21,216 +3%
NDSI
93
Newman Dignan & Sheerar Inc
Rhode Island
$8.91M 661,288 -22,248 -3%
HA
94
Harborview Advisors
Maine
$8.76M 689,872 -106,024 -13%
PIP
95
Peachtree Investment Partners
Florida
$8.63M 679,576 +376,192 +124%
GC
96
Garde Capital
Washington
$8.48M 667,696 +25,696 +4%
ACM
97
Alpha Capital Management
Texas
$8.42M 663,384 -18,288 -3%
GGI
98
GPM Growth Investors
Michigan
$8.39M 660,992 +5,416 +0.8%
RWM
99
RKL Wealth Management
Pennsylvania
$8.31M 654,416 +13,000 +2%
CCM
100
Coldstream Capital Management
Washington
$8.3M 653,608 -21,432 -3%
2 3
4
5 6