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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.

New
Increased
Maintained
Reduced
Closed
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
Osaic Holdings
Arizona
$289M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
$112M
3
MG
Mather Group
Illinois
$253M
4
Goldman Sachs
Goldman Sachs
New York
$13.9M
5
AssetMark Inc
AssetMark Inc
California
$57.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.7B
2
FMP
Financial Management Professionals
Texas
$116K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$23.6M
5
UCFA
United Capital Financial Advisors
Texas
$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
126
Laidlaw Wealth Management
New York
$6.05M +$219K +15,184 +4%
PWSG
127
Pacific Wealth Strategies Group
California
$6.02M +$880K +61,144 +17%
SPC
128
Sigma Planning Corp
Michigan
$5.92M +$37.3K +2,592 +0.6%
MWM
129
MinichMacGregor Wealth Management
New York
$5.88M +$1.69M +117,640 +40%
ACM
130
AlphaStar Capital Management
North Carolina
$5.68M -$4.48M -303,560 -44%
SWP
131
Stratos Wealth Partners
Ohio
$5.65M -$226K -15,696 -4%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$5.47M -$1.4M -97,528 -20%
VCA
133
Verdence Capital Advisors
Maryland
$5.42M +$228K +15,832 +4%
AIM
134
AMI Investment Management
Indiana
$5.4M -$258K -17,952 -5%
CSPIA
135
Cary Street Partners Investment Advisory
Virginia
$5.4M +$369K +25,632 +7%
SBL
136
Sargent Bickham Lagudis
Colorado
$5.39M +$1.67M +115,816 +45%
FVWA
137
Foster Victor Wealth Advisors
South Carolina
$5.38M -$590K -40,984 -10%
MAS
138
Madden Advisory Services
Florida
$5.36M -$106K -7,392 -2%
QAM
139
Q3 Asset Management
Michigan
$5.18M +$5.18M +360,064 New
MAS
140
Managed Account Services
Florida
$5.15M +$66.5K +4,472 +1%
YIA
141
YHB Investment Advisors
Connecticut
$5.08M +$5.08M +352,864 New
GIA
142
Gladstone Institutional Advisory
Florida
$5.04M -$7.73M -536,912 -61%
SWM
143
SeaCrest Wealth Management
New York
$4.85M -$139K -9,656 -3%
CCM
144
Condor Capital Management
New Jersey
$4.84M -$597K -41,464 -11%
SWM
145
Sculati Wealth Management
Michigan
$4.79M -$74.2K -5,152 -2%
FPFS
146
First Personal Financial Services
North Carolina
$4.71M -$117K -8,128 -2%
DAS
147
Dynamic Advisor Solutions
Arizona
$4.64M +$273K +18,952 +6%
RFA
148
Reilly Financial Advisors
California
$4.57M +$809K +56,200 +22%
SFG
149
Sage Financial Group
Pennsylvania
$4.57M -$307K -21,352 -6%
MA
150
Mutual Advisors
Nebraska
$4.53M +$67.7K +4,704 +2%
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