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.

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 Market Value Shares Shares
Change 		Shares
Change %
I
51
INVST
Indiana
$20.7M 1,414,800 +352,152 +33%
SL
52
Systelligence LLC
Minnesota
$20.4M 1,414,640 -161,632 -10%
KAS
53
Kestra Advisory Services
Texas
$20.3M 1,409,720 +1,409,720 New
GSIS
54
Global Strategic Investment Solutions
Arizona
$19.6M 1,364,224 -488 -0%
PAG
55
Private Advisor Group
New Jersey
$18.9M 1,407,752 -5,112 -0.4%
AG
56
Appleton Group
Wisconsin
$18.8M 1,303,472 +47,400 +4%
Bank of America
57
Bank of America
North Carolina
$18.5M 1,287,992 -12,376 -1%
LFS
58
Legacy Financial Strategies
Kansas
$18.2M 1,264,232 +339,712 +37%
MFGP
59
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18M 1,251,864 -51,312 -4%
NFG
60
Nadler Financial Group
Illinois
$17.1M 1,189,632 +51,704 +5%
VFA
61
Voya Financial Advisors
Connecticut
$17.1M 1,198,568 -44,984 -4%
DP
62
Denver PWM
Colorado
$16.2M 1,125,328 -79,880 -7%
SAMC
63
Spectrum Asset Management (California)
California
$16.1M 1,115,240 -6,784 -0.6%
BPA
64
Beacon Pointe Advisors
California
$15.5M 1,078,840 +50,840 +5%
BA
65
Ballast Advisors
Minnesota
$15.3M 1,061,096 -4,232 -0.4%
XF
66
XML Financial
Maryland
$15.2M 1,055,672 +61,144 +6%
GIA
67
GHP Investment Advisors
Colorado
$14.9M 1,035,192 -5,144 -0.5%
Goldman Sachs
68
Goldman Sachs
New York
$13.9M 966,432 +781,328 +422%
CGFA
69
Colton Groome Financial Advisors
North Carolina
$13.8M 958,008 +98,176 +11%
SDWMA
70
Schneider Downs Wealth Management Advisors
Pennsylvania
$13.5M 935,672 +135,256 +17%
ACA
71
Affinity Capital Advisors
California
$13.4M 933,552 -23,688 -2%
AWM
72
AE Wealth Management
Kansas
$13.1M 909,440 +638,624 +236%
CAN
73
Cetera Advisor Networks
California
$12.9M 894,024 -4,640 -0.5%
RC
74
Rovin Capital
Arizona
$12.7M 884,208 +5,536 +0.6%
LA
75
LVW Advisors
New York
$12.7M 880,664 +79,136 +10%
1 2
3
4 5