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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 %
JPLA
176
Joseph P. Lucia & Associates
New York
$3.4M +$86.6K +6,016 +3%
MML Investors Services
177
MML Investors Services
Massachusetts
$3.37M +$480K +33,344 +17%
US Bancorp
178
US Bancorp
Minnesota
$3.36M -$224K -15,568 -6%
RJA
179
Raymond James & Associates
Florida
$3.33M +$88.9K +6,176 +3%
HWA
180
HCR Wealth Advisors
California
$3.3M -$17.3K -1,200 -0.5%
JWBC
181
John W. Brooker & Co
California
$3.29M -$155K -10,800 -5%
IWC
182
Integrated Wealth Concepts
Massachusetts
$3.28M +$434K +30,160 +15%
MAG
183
Mayfair Advisory Group
Alabama
$3.22M +$89.3K +6,200 +3%
FWM
184
Filbrandt Wealth Management
Wisconsin
$3.15M -$63.6K -4,416 -2%
BCWM
185
Blue Chip Wealth Management
Florida
$3.04M -$92.7K -6,440 -3%
AFG
186
Albion Financial Group
Utah
$3.04M -$103K -7,152 -3%
SCM
187
Southport Capital Management
Tennessee
$2.87M -$102K -7,056 -3%
FANJ
188
Financial Architects (New Jersey)
New Jersey
$2.86M -$91.1K -6,328 -3%
IA
189
IFP Advisors
Florida
$2.86M +$31.5K +2,192 +1%
HA
190
HC Advisors
Georgia
$2.85M -$119K -8,248 -4%
Renaissance Technologies
191
Renaissance Technologies
New York
$2.85M +$392K +27,200 +16%
FWM
192
Focused Wealth Management
New York
$2.84M +$1.5K +104 +0.1%
SFSG
193
Stearns Financial Services Group
North Carolina
$2.78M -$188K -13,040 -6%
BC
194
Burleson & Co
California
$2.76M -$1.26M -81,704 -31%
BP
195
Broadleaf Partners
Ohio
$2.74M -$4.61K -320 -0.2%
SFS
196
Sowell Financial Services
Arkansas
$2.72M +$2.68M +186,072 +5,888%
BFM
197
Broadview Financial Management
Wisconsin
$2.72M -$390K -27,120 -13%
EW
198
Element Wealth
Mississippi
$2.71M -$274K -19,064 -9%
AAS
199
Avantax Advisory Services
Texas
$2.68M +$1.67M +115,824 +164%
Citadel Advisors
200
Citadel Advisors
Florida
$2.62M -$943K -65,504 -26%
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