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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 %
HCM
101
Hengehold Capital Management
Ohio
$8.56M 594,760 -15,392 -3%
OWM
102
Opes Wealth Management
California
$8.46M 587,288 -21,304 -4%
SFA
103
Sequoia Financial Advisors
Ohio
$8.23M 571,600 +9,392 +2%
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$8.2M 569,328 +14,456 +3%
ACA
105
Ascension Capital Advisors
Texas
$8.13M 565,000 +182,432 +48%
AI
106
Atria Investments
North Carolina
$8.09M 561,952 +14,168 +3%
JWA
107
JFS Wealth Advisors
Pennsylvania
$8.02M 556,880 +44,864 +9%
EWA
108
EP Wealth Advisors
California
$7.97M 553,744 -264,912 -32%
LWAC
109
Laurel Wealth Advisors (California)
California
$7.89M 548,304 -49,816 -8%
MMA
110
Miracle Mile Advisors
California
$7.61M 528,232 +528,232 New
CCMG
111
Clark Capital Management Group
Pennsylvania
$7.44M 516,776 -76,992 -13%
GCP
112
Gill Capital Partners
Colorado
$7.43M 515,952 -42,952 -8%
CFS
113
CRA Financial Services
New Jersey
$7.15M 496,824 +6,544 +1%
BWM
114
BerganKDV Wealth Management
Minnesota
$6.94M 482,248 -67,336 -12%
SCP
115
Shorepoint Capital Partners
Massachusetts
$6.88M 478,128 -44,504 -9%
EE
116
EWG Elevate
California
$6.8M 472,216 -72,728 -13%
CAG
117
Curtis Advisory Group
California
$6.8M 472,144 -9,568 -2%
SFWC
118
Strategic Family Wealth Counselors
New Jersey
$6.73M 467,600 +18,088 +4%
HB
119
Homrich & Berg
Georgia
$6.61M 458,992 +1,680 +0.4%
OCM
120
One Capital Management
California
$6.59M 457,872 -36,864 -7%
TWP
121
Total Wealth Planning
Ohio
$6.21M 431,640 -170,320 -28%
MA
122
Modus Advisors
Minnesota
$6.17M 428,408 +100,040 +30%
RRWA
123
Rainey & Randall Wealth Advisors
Florida
$6.15M 427,264 +2,560 +0.6%
WSTAM
124
Wilbanks Smith & Thomas Asset Management
Virginia
$6.11M 424,696 -12,400 -3%
CCM
125
Coldstream Capital Management
Washington
$6.08M 422,176 -231,432 -35%
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5
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