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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
+$408M
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
+$29.3M
5
AIP
Almanack Investment Partners
Pennsylvania
+$23.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$351M
2
SS
Sunbelt Securities
Texas
-$69.4M
3
TIM
Total Investment Management
Arizona
-$40.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$17.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
176
Citadel Advisors
Florida
$3.14M +$3.14M +247,640 New
APA
177
American Portfolios Advisors
New York
$3.09M +$2.4M +189,400 +350%
FA
178
Fagan Associates
New York
$3.08M +$602K +47,416 +24%
JWBC
179
John W. Brooker & Co
California
$3.04M -$7.41K -584 -0.2%
TNA
180
True North Advisors
Texas
$3M +$243K +19,112 +9%
MAM
181
Marotta Asset Management
Virginia
$2.99M -$656K -51,672 -18%
HWA
182
HCR Wealth Advisors
California
$2.96M -$211K -16,400 -7%
JPLA
183
Joseph P. Lucia & Associates
New York
$2.93M +$123K +9,680 +4%
RJA
184
Raymond James & Associates
Florida
$2.86M -$69.3K -5,464 -2%
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$2.85M +$205K +16,160 +8%
FWM
186
Filbrandt Wealth Management
Wisconsin
$2.83M +$428K +33,752 +18%
AFG
187
Albion Financial Group
Utah
$2.77M -$42.5K -3,352 -2%
BCWM
188
Blue Chip Wealth Management
Florida
$2.76M +$237K +18,664 +9%
MAG
189
Mayfair Advisory Group
Alabama
$2.76M +$165K +13,000 +6%
BFM
190
Broadview Financial Management
Wisconsin
$2.74M -$417K -32,848 -13%
EW
191
Element Wealth
Mississippi
$2.63M +$33.7K +2,656 +1%
SCM
192
Southport Capital Management
Tennessee
$2.62M – – –
HA
193
HC Advisors
Georgia
$2.62M +$2.62M +206,448 New
SFSG
194
Stearns Financial Services Group
North Carolina
$2.61M -$53.1K -4,184 -2%
FANJ
195
Financial Architects (New Jersey)
New Jersey
$2.6M +$120K +9,480 +5%
MML Investors Services
196
MML Investors Services
Massachusetts
$2.55M -$134K -10,576 -5%
IWC
197
Integrated Wealth Concepts
Massachusetts
$2.51M +$45.6K +3,592 +2%
FWM
198
Focused Wealth Management
New York
$2.51M +$1.42K +112 +0.1%
PWMG
199
Prestige Wealth Management Group
New Jersey
$2.44M +$5.38K +424 +0.2%
IA
200
IFP Advisors
Florida
$2.43M -$587K -47,568 -19%
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