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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 %
LBC
201
Lowe Brockenbrough & Co
Virginia
$1.71M -$53.8K -5,400 -3%
AC
202
Avestar Capital
New York
$1.71M +$55K +5,528 +3%
KM
203
Kalos Management
Georgia
$1.71M -$2.45M -208,136 -59%
CHA
204
Cooper/Haims Advisors
New York
$1.68M -$236K -23,720 -12%
FVWA
205
Foster Victor Wealth Advisors
South Carolina
$1.66M -$2.28M -214,040 -58%
LFA
206
Legend Financial Advisors
Pennsylvania
$1.66M -$166K -16,696 -9%
PA
207
PFG Advisors
Arizona
$1.65M +$29.2K +2,648 +2%
UB
208
UMB Bank
Missouri
$1.64M -$44.2K -4,440 -3%
PWM
209
Perigon Wealth Management
California
$1.58M +$50.1K +4,712 +3%
GC
210
Gratus Capital
Georgia
$1.52M -$13.1M -1,314,360 -90%
BAM
211
Berkshire Asset Management
Pennsylvania
$1.5M +$877K +88,096 +142%
H
212
HoyleCohen
California
$1.48M -$49.8K -5,000 -3%
ATWA
213
Arbor Trust Wealth Advisors
Michigan
$1.48M +$121K +12,200 +9%
SA
214
Strategic Advisors
New York
$1.47M -$977K -92,872 -40%
WDL
215
Well Done LLC
Michigan
$1.45M -$165K -16,600 -10%
TYCC
216
Texas Yale Capital Corp
Florida
$1.43M +$52.8K +5,304 +4%
CFGS
217
Concourse Financial Group Securities
Alabama
$1.41M +$589K +59,200 +72%
BBPWM
218
Blue Bell Private Wealth Management
Pennsylvania
$1.4M -$93.1K -9,352 -6%
KFGK
219
Keystone Financial Group (Kentucky)
Kentucky
$1.36M +$1.04M +104,344 +320%
EH
220
Equitable Holdings
New York
$1.35M +$249K +25,032 +23%
CWM
221
Chesapeake Wealth Management
Virginia
$1.35M +$439K +44,128 +48%
AP
222
Adero Partners
California
$1.34M -$138K -13,912 -9%
EWM
223
Evercore Wealth Management
New York
$1.32M -$63.7K -6,400 -5%
WC
224
Waterloo Capital
Texas
$1.31M +$1.31M +131,216 New
PCMC
225
Private Capital Management (Colorado)
Colorado
$1.27M -$236K -23,656 -16%
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9
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