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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 %
HCM
101
Hengehold Capital Management
Ohio
$6.07M -$5.44M -546,680 -47%
CFMC
102
Curbstone Financial Management Corp
New Hampshire
$5.94M -$151K -15,200 -2%
GCP
103
Gill Capital Partners
Colorado
$5.9M +$5.9M +592,304 New
SFA
104
Sequoia Financial Advisors
Ohio
$5.61M +$1.17M +117,440 +26%
SWP
105
Stratos Wealth Partners
Ohio
$5.57M +$1.64M +164,880 +42%
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$5.52M +$11.2K +1,128 +0.2%
MIAN
107
Mariner Independent Advisor Network
Kansas
$5.41M -$206K -20,912 -4%
SCP
108
Shorepoint Capital Partners
Massachusetts
$5.36M +$1.2M +120,928 +29%
RWA
109
Redhawk Wealth Advisors
Minnesota
$5.18M +$5.18M +520,288 New
CGFA
110
Colton Groome Financial Advisors
North Carolina
$5.15M -$1.29M -129,616 -20%
OCM
111
One Capital Management
California
$5.01M -$691K -69,432 -12%
CAG
112
Curtis Advisory Group
California
$4.92M -$276K -27,736 -5%
AWS
113
AJ Wealth Strategies
New York
$4.87M -$18.5K -1,856 -0.4%
AWM
114
AE Wealth Management
Kansas
$4.84M +$309K +31,080 +7%
CFS
115
CRA Financial Services
New Jersey
$4.8M +$331K +33,240 +7%
QAM
116
Q3 Asset Management
Michigan
$4.76M +$1.33M +133,688 +39%
HB
117
Homrich & Berg
Georgia
$4.67M +$29.6K +2,968 +0.6%
SFWC
118
Strategic Family Wealth Counselors
New Jersey
$4.53M -$687K -69,016 -13%
WSTAM
119
Wilbanks Smith & Thomas Asset Management
Virginia
$4.43M -$15.6K -1,568 -0.4%
PRS
120
Pinkerton Retirement Specialists
Idaho
$4.24M -$847K -85,064 -17%
LWM
121
Laidlaw Wealth Management
New York
$4.22M +$1.36M +136,856 +48%
GPFA
122
Game Plan Financial Advisors
Ohio
$4.06M +$689K +69,048 +20%
MAS
123
Madden Advisory Services
Florida
$4.06M -$75.6K -7,592 -2%
SPC
124
Sigma Planning Corp
Michigan
$3.99M -$182K -18,296 -4%
SS
125
Simplicity Solutions
Minnesota
$3.93M +$2.01M +201,416 +104%
3 4
5
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