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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.

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
1
Osaic Holdings
Arizona
$289M
2
FPCG
2
Fort Pitt Capital Group
Pennsylvania
$112M
3
MG
3
Mather Group
Illinois
$253M
4
Goldman Sachs
4
Goldman Sachs
New York
$13.9M
5
AssetMark Inc
5
AssetMark Inc
California
$57.8M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.7B
2
FMP
2
Financial Management Professionals
Texas
$116K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$20.9M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$23.6M
5
UCFA
5
United Capital Financial Advisors
Texas
$84M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
76
Stratos Wealth Advisors
Ohio
$12.5M 870,112 +123,080 +16%
FFWA
77
FRG Family Wealth Advisors
Washington
$12.2M 849,424 +98,024 +13%
MGIA
78
Moneta Group Investment Advisors
Missouri
$11.9M 828,552 +65,112 +9%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$11.7M 801,232 -39,512 -5%
SS
80
Simplicity Solutions
Minnesota
$11.5M 797,016 +615,080 +338%
CCM
81
Covington Capital Management
California
$11.3M 783,144 -36,848 -4%
WIA
82
World Investment Advisors
California
$11.1M 771,896 -10,040 -1%
AIA
83
Arcadia Investment Advisors
Idaho
$10.9M 758,280 -49,120 -6%
FAN
84
Financial Advisors Network
California
$10.7M 742,160 -33,784 -4%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$10.7M 742,096 -206,888 -22%
RRC
86
Relaxing Retirement Coach
Massachusetts
$10.2M 710,352 +331,392 +87%
NWS
87
Newport Wealth Strategies
California
$10.2M 700,112 +58,312 +9%
FWP
88
FAS Wealth Partners
Kansas
$10.2M 709,152 -56,672 -7%
GC
89
Garde Capital
Washington
$9.72M 675,176 +7,480 +1%
NDSI
90
Newman Dignan & Sheerar Inc
Rhode Island
$9.71M 674,176 +12,888 +2%
SFA
91
Souders Financial Advisors
Ohio
$9.69M 655,240 +34,920 +6%
ACM
92
Alpha Capital Management
Texas
$9.53M 662,176 -1,208 -0.2%
PRS
93
Pinkerton Retirement Specialists
Idaho
$9.52M 661,544 -214,560 -24%
GGI
94
GPM Growth Investors
Michigan
$9.41M 653,376 -7,616 -1%
HighTower Advisors
95
HighTower Advisors
Illinois
$9.41M 654,008 -62,384 -9%
LB
96
Leo Brokerage
Texas
$9.39M 739,864 +739,864 New
Creative Planning
97
Creative Planning
Kansas
$9.33M 647,944 +399,752 +161%
RWM
98
RKL Wealth Management
Pennsylvania
$9.32M 647,280 -7,136 -1%
HA
99
Harborview Advisors
Maine
$9.18M 637,712 -52,160 -8%
CFMC
100
Curbstone Financial Management Corp
New Hampshire
$9M 625,352 -80 -0%
2 3
4
5 6