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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
Sunbelt Securities
Texas
$69.4M
2
TIM
Total Investment Management
Arizona
$40.7M
3
CCMG
Clark Capital Management Group
Pennsylvania
$19.6M
4
SEI Investments
SEI Investments
Pennsylvania
$65.6M
5
Mariner
Mariner
Kansas
$112M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$7.41M
2
Financial Engines Advisors
Financial Engines Advisors
California
$920M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$14.7M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
126
Condor Capital Management
New Jersey
$3.87M -$182K -18,320 -4%
RRC
127
Relaxing Retirement Coach
Massachusetts
$3.84M -$39.7K -3,984 -1%
COF
128
Capital One Financial
Virginia
$3.8M +$3.8M +381,680 New
SIA
129
Starfire Investment Advisers
Michigan
$3.77M -$117K -11,728 -3%
ISWM
130
Independent Solutions Wealth Management
New York
$3.68M -$781K -78,432 -18%
EE
131
EWG Elevate
California
$3.65M +$579K +58,176 +19%
PWSG
132
Pacific Wealth Strategies Group
California
$3.62M -$2.52M -252,840 -41%
JWA
133
JFS Wealth Advisors
Pennsylvania
$3.55M -$83.1K -8,344 -2%
SWM
134
SeaCrest Wealth Management
New York
$3.51M -$73.2K -7,352 -2%
IAP
135
Indie Asset Partners
Indiana
$3.5M -$141K -14,192 -4%
SWM
136
Sculati Wealth Management
Michigan
$3.47M +$93.6K +9,400 +3%
FPFS
137
First Personal Financial Services
North Carolina
$3.46M -$389K -39,080 -10%
BCP
138
Blackhawk Capital Partners
Wisconsin
$3.41M +$687K +59,112 +25%
SFG
139
Sage Financial Group
Pennsylvania
$3.41M -$84.5K -8,488 -2%
SBL
140
Sargent Bickham Lagudis
Colorado
$3.34M -$231K -23,184 -6%
RWM
141
Reston Wealth Management
Virginia
$3.25M +$98.1K +9,856 +3%
ASN
142
Advisory Services Network
Georgia
$3.24M -$10.5K -1,056 -0.3%
BC
143
Burleson & Co
California
$3.18M -$288K -24,632 -8%
MA
144
Mutual Advisors
Nebraska
$3.15M +$341K +34,216 +12%
LC
145
LCNB Corp
Ohio
$3.15M +$393K +39,520 +14%
VCA
146
Verdence Capital Advisors
Maryland
$3.12M +$2M +201,344 +180%
BPA
147
Beacon Pointe Advisors
California
$3.05M +$1.03M +103,528 +51%
PIP
148
Peachtree Investment Partners
Florida
$3.02M +$1.42M +142,632 +89%
RRWA
149
Rainey & Randall Wealth Advisors
Florida
$2.95M +$6.21K +624 +0.2%
TI
150
Trexquant Investment
Connecticut
$2.94M +$2.64M +264,768 +877%
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