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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.

Holders
552
Holders Change
-7
Holders Change %
-1.25%
% of All Funds
12.2%
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
Osaic Holdings
1
Osaic Holdings
Arizona
$147M
2
SS
2
Sunbelt Securities
Texas
$69.4M
3
TIM
3
Total Investment Management
Arizona
$40.7M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$19.6M
5
TWM
5
Triton Wealth Management
Arizona
$15.3M

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
PFG
4
Piershale Financial Group
Illinois
$0
5
GC
5
Gratus Capital
Georgia
$1.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$920M 11,545,265 -503,788 -4%
APP
2
Avantax Planning Partners
Iowa
$318M 3,991,879 +48,575 +1%
MG
3
Mather Group
Illinois
$151M 1,897,598 +96,920 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$147M 5,169,388 +5,169,388 New
Mariner
5
Mariner
Kansas
$112M 1,412,335 +169,691 +14%
FEG
6
Fund Evaluation Group
Ohio
$95M 1,192,832 +17,211 +1%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$87.2M 597,101 – –
UCFA
8
United Capital Financial Advisors
Texas
$73.1M 917,825 -10,851 -1%
SS
9
Sunbelt Securities
Texas
$69.4M 767,071 +750,630 +4,566%
SEI Investments
10
SEI Investments
Pennsylvania
$65.6M 823,425 +185,095 +29%
LPL Financial
11
LPL Financial
California
$60.4M 757,960 +12,397 +2%
MAM
12
Marquette Asset Management
Minnesota
$59.9M 751,459 -13,904 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$58.4M 732,607 +135,268 +23%
Truist Financial
14
Truist Financial
North Carolina
$51.5M 646,304 +10,622 +2%
KF
15
Krilogy Financial
Missouri
$49.4M 620,193 +25,686 +4%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.2M 542,101 +20,104 +4%
TIM
17
Total Investment Management
Arizona
$40.7M 511,589 +499,665 +4,190%
FFN
18
Focus Financial Network
Minnesota
$38.5M 482,969 +107,517 +29%
AssetMark Inc
19
AssetMark Inc
California
$36.9M 463,245 -36,362 -7%
OIA
20
OneDigital Investment Advisors
Kansas
$34M 427,227 -16,542 -4%
ML
21
McAdam LLC
Pennsylvania
$33.4M 419,055 +30,877 +8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$32.8M 412,054 +83,942 +26%
FCI
23
Financial Counselors Inc
Kansas
$27.8M 349,138 +24,045 +7%
PCIA
24
Prime Capital Investment Advisors
Kansas
$26M 326,564 +7,035 +2%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$24.5M 307,599 -29,893 -9%
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