SCHG icon

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 %
MML Investors Services
176
MML Investors Services
Massachusetts
$2.11M -$3.04M -305,616 -59%
SFSG
177
Stearns Financial Services Group
North Carolina
$2.09M +$319 +32 +0%
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$2.07M +$2.07M +208,248 New
SCM
179
Southport Capital Management
Tennessee
$2.06M -$285K -28,632 -12%
EW
180
Element Wealth
Mississippi
$2.04M +$208K +20,920 +11%
MAG
181
Mayfair Advisory Group
Alabama
$2.04M +$279K +28,056 +16%
CCA
182
Clearwater Capital Advisors
Illinois
$2.03M -$318K -31,952 -14%
BCWM
183
Blue Chip Wealth Management
Florida
$1.98M -$344K -34,584 -15%
GA
184
Gateway Advisory
New Jersey
$1.97M +$1.97M +197,824 New
FWM
185
Focused Wealth Management
New York
$1.97M +$33.5K +3,360 +2%
FANJ
186
Financial Architects (New Jersey)
New Jersey
$1.95M -$115K -11,504 -6%
FA
187
Fagan Associates
New York
$1.95M +$540K +54,200 +38%
SCM
188
Spreng Capital Management
Ohio
$1.94M +$413K +41,464 +27%
IWC
189
Integrated Wealth Concepts
Massachusetts
$1.93M +$561K +56,312 +41%
GHA
190
GW Henssler & Associates
Georgia
$1.92M -$210K -21,048 -10%
DAS
191
Dynamic Advisor Solutions
Arizona
$1.92M -$12.2K -1,224 -0.6%
WP
192
WealthSource Partners
California
$1.91M +$140K +14,096 +8%
PWMG
193
Prestige Wealth Management Group
New Jersey
$1.91M -$202K -20,328 -10%
CWP
194
Capital Wealth Planning
Florida
$1.9M -$23.3K -2,336 -1%
ADL
195
Asset Dedication LLC
California
$1.9M +$1.6K +160 +0.1%
FWM
196
Filbrandt Wealth Management
Wisconsin
$1.89M -$84.8K -8,520 -4%
PV
197
Private Vista
Illinois
$1.82M +$27.2K +2,728 +2%
AF
198
Advisornet Financial
Minnesota
$1.77M +$65.8K +6,608 +4%
FAIM
199
Financial Advocates Investment Management
Washington
$1.76M +$166K +16,640 +10%
SWM
200
SVA Wealth Management
Wisconsin
$1.72M +$177K +17,800 +11%
6 7
8
9 10