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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 %
BP
201
Broadleaf Partners
Ohio
$2.42M +$1.22M +95,968 +101%
ADL
202
Asset Dedication LLC
California
$2.4M -$12.7K -1,000 -0.5%
JWCA
203
J.W. Cole Advisors
Florida
$2.4M +$1.48M +116,456 +161%
Goldman Sachs
204
Goldman Sachs
New York
$2.35M +$2.06M +162,360 +714%
PV
205
Private Vista
Illinois
$2.33M +$5.08K +400 +0.2%
SS
206
Simplicity Solutions
Minnesota
$2.31M -$2.7M -212,496 -54%
BCP
207
Blackhawk Capital Partners
Wisconsin
$2.3M -$622K -62,440 -21%
SCM
208
Spreng Capital Management
Ohio
$2.27M -$202K -15,912 -8%
MPM
209
Meritage Portfolio Management
Kansas
$2.26M -$1.3M -102,520 -37%
CFA
210
Cahill Financial Advisors
Minnesota
$2.24M -$1.1M -86,800 -33%
IAP
211
Indie Asset Partners
Indiana
$2.2M -$2.71M -194,072 -55%
SWM
212
SVA Wealth Management
Wisconsin
$2.19M – – –
Renaissance Technologies
213
Renaissance Technologies
New York
$2.16M +$1.32M +104,000 +157%
CFGS
214
Concourse Financial Group Securities
Alabama
$2.16M +$361K +28,456 +20%
AC
215
Avestar Capital
New York
$2.12M -$65.1K -5,128 -3%
SA
216
Strategic Advisors
New York
$2.1M +$201K +14,808 +11%
FAIM
217
Financial Advocates Investment Management
Washington
$2.08M -$162K -12,768 -7%
CHA
218
Cooper/Haims Advisors
New York
$2.03M -$119K -9,368 -6%
TYCC
219
Texas Yale Capital Corp
Florida
$2M +$177K +13,968 +10%
AWE
220
Avidian Wealth Enterprises
Texas
$1.99M +$1.14M +89,952 +135%
CCA
221
Clearwater Capital Advisors
Illinois
$1.98M -$616K -48,512 -24%
WDL
222
Well Done LLC
Michigan
$1.97M +$112K +8,840 +6%
PWM
223
Perigon Wealth Management
California
$1.92M +$27.6K +2,176 +1%
H
224
HoyleCohen
California
$1.92M +$25.4K +2,000 +1%
KM
225
Kalos Management
Georgia
$1.91M -$103K -7,432 -5%
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