SCHG icon

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 %
ADL
201
Asset Dedication LLC
California
$2.6M -$119K -8,296 -4%
SCM
202
Spreng Capital Management
Ohio
$2.55M -$25.2K -1,752 -1%
SBSB
203
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.55M +$1.02M +71,112 +67%
CFA
204
Cahill Financial Advisors
Minnesota
$2.54M +$3.46K +240 +0.1%
CF
205
Centaurus Financial
California
$2.51M +$2.07M +143,784 +476%
SWM
206
SVA Wealth Management
Wisconsin
$2.47M -$14.4K -1,000 -0.6%
FAIM
207
Financial Advocates Investment Management
Washington
$2.43M +$66K +4,584 +3%
CFGS
208
Concourse Financial Group Securities
Alabama
$2.42M -$30.4K -2,112 -1%
MPM
209
Meritage Portfolio Management
Kansas
$2.41M -$152K -10,560 -6%
PFWA
210
Paces Ferry Wealth Advisors
Georgia
$2.38M +$2.38M +164,960 New
FA
211
Fagan Associates
New York
$2.35M -$1.15M -79,880 -33%
PWM
212
Perigon Wealth Management
California
$2.27M +$96.2K +6,680 +4%
H
213
HoyleCohen
California
$2.21M +$35.2K +2,448 +2%
CCA
214
Clearwater Capital Advisors
Illinois
$2.18M -$62.9K -4,368 -3%
IAP
215
Indie Asset Partners
Indiana
$2.17M -$95.5K -6,632 -4%
ATWA
216
Arbor Trust Wealth Advisors
Michigan
$2.17M +$7.95K +552 +0.4%
CWM
217
Chesapeake Wealth Management
Virginia
$2.15M +$139K +9,680 +7%
COF
218
Capital One Financial
Virginia
$2.13M -$2.07M -143,672 -49%
TYCC
219
Texas Yale Capital Corp
Florida
$2.12M -$144K -10,000 -6%
CHA
220
Cooper/Haims Advisors
New York
$2.1M -$204K -14,144 -9%
PA
221
PFG Advisors
Arizona
$2.04M -$25.4K -1,736 -1%
LBC
222
Lowe Brockenbrough & Co
Virginia
$2.01M +$108K +7,472 +6%
SW
223
SkyOak Wealth
Michigan
$2M +$638K +44,344 +47%
DSC
224
Duncker Streett & Co
Missouri
$1.97M +$184K +12,792 +10%
BCP
225
Blackhawk Capital Partners
Wisconsin
$1.97M -$971K -76,472 -33%
7 8
9
10 11