SCHG icon

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 %
NWS
101
Newport Wealth Strategies
California
$8.15M 641,800 -285,232 -31%
CFMC
102
Curbstone Financial Management Corp
New Hampshire
$7.94M 625,432 +28,728 +5%
SFA
103
Souders Financial Advisors
Ohio
$7.87M 620,320 +544,680 +720%
HCM
104
Hengehold Capital Management
Ohio
$7.74M 610,152 +560 +0.1%
OWM
105
Opes Wealth Management
California
$7.73M 608,592 -24,208 -4%
TWP
106
Total Wealth Planning
Ohio
$7.64M 601,960 -19,608 -3%
LWAC
107
Laurel Wealth Advisors (California)
California
$7.59M 598,120 -213,912 -26%
CCMG
108
Clark Capital Management Group
Pennsylvania
$7.54M 593,768 -1,376,672 -70%
SFA
109
Sequoia Financial Advisors
Ohio
$7.14M 562,208 -1,344 -0.2%
GCP
110
Gill Capital Partners
Colorado
$7.09M 558,904 -33,400 -6%
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$7.04M 554,872 +920 +0.2%
BWM
112
BerganKDV Wealth Management
Minnesota
$6.98M 549,584 -93,880 -15%
AI
113
Atria Investments
North Carolina
$6.95M 547,784 +547,784 New
EE
114
EWG Elevate
California
$6.92M 544,944 +178,488 +49%
SCP
115
Shorepoint Capital Partners
Massachusetts
$6.63M 522,632 -15,336 -3%
JWA
116
JFS Wealth Advisors
Pennsylvania
$6.5M 512,016 +155,224 +44%
OCM
117
One Capital Management
California
$6.28M 494,736 -7,928 -2%
CFS
118
CRA Financial Services
New Jersey
$6.22M 490,280 +8,632 +2%
CAG
119
Curtis Advisory Group
California
$6.11M 481,712 -12,592 -3%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$6.06M 477,456 -165,552 -26%
HB
121
Homrich & Berg
Georgia
$5.8M 457,312 -11,648 -2%
SFWC
122
Strategic Family Wealth Counselors
New Jersey
$5.71M 449,512 -4,936 -1%
FSA
123
Financial Services Advisory
Maryland
$5.65M 445,416 +445,416 New
WSTAM
124
Wilbanks Smith & Thomas Asset Management
Virginia
$5.55M 437,096 -7,880 -2%
RRWA
125
Rainey & Randall Wealth Advisors
Florida
$5.39M 424,704 +128,496 +43%
3 4
5
6 7