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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
1
Sunbelt Securities
Texas
$69.4M
2
TIM
2
Total Investment Management
Arizona
$40.7M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$19.6M
4
SEI Investments
4
SEI Investments
Pennsylvania
$65.6M
5
Mariner
5
Mariner
Kansas
$112M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$7.41M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$920M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$14.7M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
151
Managed Account Services
Florida
$2.93M +$671K +70,552 +30%
CA
152
Cambridge Advisors
Nebraska
$2.92M +$205K +20,568 +8%
IFWM
153
Institute for Wealth Management
Colorado
$2.88M -$1.35K -136 -0%
CMP
154
Courage Miller Partners
Virginia
$2.85M -$168K -16,912 -6%
MPM
155
Meritage Portfolio Management
Kansas
$2.79M +$1.71M +172,048 +159%
IAS
156
IMA Advisory Services
Colorado
$2.78M -$126K -12,688 -4%
SPI
157
Santori & Peters Inc
Pennsylvania
$2.77M +$236K +23,752 +9%
MAM
158
Marotta Asset Management
Virginia
$2.73M +$189K +19,864 +7%
OPA
159
Old Port Advisors
Maine
$2.72M -$8.2K -824 -0.3%
CG
160
Colony Group
Massachusetts
$2.67M -$158K -15,856 -6%
CFA
161
Cahill Financial Advisors
Minnesota
$2.62M +$1.99K +200 +0.1%
RFA
162
Reilly Financial Advisors
California
$2.49M -$238K -23,864 -9%
CA
163
Cetera Advisors
Colorado
$2.48M -$111K -11,104 -4%
BFM
164
Broadview Financial Management
Wisconsin
$2.48M -$111K -11,176 -4%
SAM
165
Smithbridge Asset Management
Pennsylvania
$2.46M +$183K +18,368 +8%
HWA
166
HCR Wealth Advisors
California
$2.46M -$118K -11,864 -5%
IA
167
IFP Advisors
Florida
$2.45M +$279K +27,816 +13%
JWBC
168
John W. Brooker & Co
California
$2.39M +$352K +35,352 +17%
Creative Planning
169
Creative Planning
Kansas
$2.32M +$240K +24,072 +12%
RJA
170
Raymond James & Associates
Florida
$2.29M +$54.3K +5,456 +2%
US Bancorp
171
US Bancorp
Minnesota
$2.26M -$559K -56,112 -20%
AFG
172
Albion Financial Group
Utah
$2.2M -$92.2K -9,256 -4%
JPLA
173
Joseph P. Lucia & Associates
New York
$2.2M -$286K -28,736 -12%
FTUS
174
Flow Traders U.S.
New York
$2.18M +$2.18M +219,224 New
TNA
175
True North Advisors
Texas
$2.16M +$214K +21,504 +11%
5 6
7
8 9