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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.

New
Increased
Maintained
Reduced
Closed
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
Financial Engines Advisors
California
$1.58B
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$70.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$40.2M
4
APP
Avantax Planning Partners
Iowa
$435M
5
AIP
Almanack Investment Partners
Pennsylvania
$24.5M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$174M
2
SS
Sunbelt Securities
Texas
$0
3
TIM
Total Investment Management
Arizona
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$7.54M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
126
Empowered Funds
Pennsylvania
$5.31M +$5.31M +418,216 New
FVWA
127
Foster Victor Wealth Advisors
South Carolina
$5.26M +$3.29M +258,848 +166%
SPC
128
Sigma Planning Corp
Michigan
$5.19M +$94.8K +7,472 +2%
SWP
129
Stratos Wealth Partners
Ohio
$5.18M -$1.91M -150,704 -27%
LWM
130
Laidlaw Wealth Management
New York
$5.14M -$238K -18,744 -4%
AIM
131
AMI Investment Management
Indiana
$4.99M +$4.99M +393,336 New
Jane Street
132
Jane Street
New York
$4.93M +$3.41M +268,752 +224%
ACA
133
Ascension Capital Advisors
Texas
$4.86M +$4.3M +338,824 +775%
MAS
134
Madden Advisory Services
Florida
$4.82M -$351K -27,656 -7%
RRC
135
Relaxing Retirement Coach
Massachusetts
$4.81M -$84.3K -6,648 -2%
CCM
136
Condor Capital Management
New Jersey
$4.79M -$143K -11,248 -3%
SIA
137
Starfire Investment Advisers
Michigan
$4.72M -$86.9K -6,848 -2%
VCA
138
Verdence Capital Advisors
Maryland
$4.58M +$601K +47,328 +15%
MAS
139
Managed Account Services
Florida
$4.54M +$448K +33,752 +11%
PWSG
140
Pacific Wealth Strategies Group
California
$4.53M -$88.8K -7,000 -2%
CSPIA
141
Cary Street Partners Investment Advisory
Virginia
$4.43M +$4.43M +349,168 New
SWM
142
SeaCrest Wealth Management
New York
$4.39M -$80.1K -6,312 -2%
SFG
143
Sage Financial Group
Pennsylvania
$4.3M -$44.7K -3,520 -1%
SWM
144
Sculati Wealth Management
Michigan
$4.29M -$136K -10,712 -3%
FPFS
145
First Personal Financial Services
North Carolina
$4.26M -$151K -11,928 -3%
ISWM
146
Independent Solutions Wealth Management
New York
$4.25M -$436K -34,352 -9%
MA
147
Modus Advisors
Minnesota
$4.17M +$4.17M +328,368 New
CA
148
Cetera Advisors
Colorado
$4.07M +$907K +71,448 +29%
ASN
149
Advisory Services Network
Georgia
$4M -$126K -9,888 -3%
AWS
150
AJ Wealth Strategies
New York
$4M -$2.21M -174,352 -36%
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