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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.

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
1
Osaic Holdings
Arizona
$289M
2
FPCG
2
Fort Pitt Capital Group
Pennsylvania
$112M
3
MG
3
Mather Group
Illinois
$253M
4
Goldman Sachs
4
Goldman Sachs
New York
$13.9M
5
AssetMark Inc
5
AssetMark Inc
California
$57.8M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.7B
2
FMP
2
Financial Management Professionals
Texas
$116K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$20.9M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$23.6M
5
UCFA
5
United Capital Financial Advisors
Texas
$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
26
Prime Capital Investment Advisors
Kansas
$36.7M -$827K -57,448 -2%
FCI
27
Financial Counselors Inc
Kansas
$36.6M -$3.3M -229,360 -8%
Morgan Stanley
28
Morgan Stanley
New York
$35.1M -$883K -61,368 -2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$33.5M -$1.77M -122,776 -5%
MAG
30
Mokosak Advisory Group
Iowa
$33M -$710K -49,288 -2%
EFSCE
31
Enterprise Financial Services Corp (EFSC)
Missouri
$32.1M -$2.94M -204,496 -8%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.7M -$1.65M -114,432 -5%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$30M -$1.71M -118,712 -5%
KLI
34
Kelman-Lazarov Inc
Tennessee
$29.3M -$588K -40,840 -2%
HWA
35
HHM Wealth Advisors
Tennessee
$29M -$5.5M -381,712 -16%
MA
36
MUFG Americas
New York
$28.9M -$146K -10,160 -0.5%
PFM
37
Parsec Financial Management
North Carolina
$28.7M -$2.85M -198,128 -9%
Wells Fargo
38
Wells Fargo
California
$27.1M +$103K +7,184 +0.4%
UBS Group
39
UBS Group
Switzerland
$26.3M +$834K +57,944 +3%
PMG
40
ProVise Management Group
Florida
$26.1M -$1.45M -100,904 -5%
VWA
41
Visionary Wealth Advisors
Illinois
$26.1M -$7.06M -490,368 -21%
TWM
42
Triton Wealth Management
Arizona
$25.7M -$2.41M -166,000 -9%
SWRP
43
Summit Wealth & Retirement Planning
California
$24.7M -$467K -32,464 -2%
PFG
44
Piershale Financial Group
Illinois
$24.3M +$7.53M +523,224 +45%
RCA
45
Reitz Capital Advisors
Michigan
$24M +$5.07M +351,888 +27%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$23.6M -$14.7M – –
ACA
47
Ackerman Capital Advisors
Texas
$23.4M +$2.94M +204,544 +14%
SAM
48
Summit Asset Management
Tennessee
$21.5M -$574K -39,888 -3%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$20.9M -$19.2M -1,331,480 -48%
AIP
50
Almanack Investment Partners
Pennsylvania
$20.7M -$7.81M -528,120 -27%
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