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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.

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
1
Financial Engines Advisors
California
$1.58B
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$70.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$40.2M
4
APP
4
Avantax Planning Partners
Iowa
$435M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.5M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$174M
2
SS
2
Sunbelt Securities
Texas
$0
3
TIM
3
Total Investment Management
Arizona
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$7.54M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.58B 15,558,479 +4,013,214 +35%
APP
2
Avantax Planning Partners
Iowa
$435M 4,280,749 +288,870 +7%
MG
3
Mather Group
Illinois
$210M 2,069,180 +171,582 +9%
Osaic Holdings
4
Osaic Holdings
Arizona
$174M 1,710,541 -3,458,847 -67%
Mariner
5
Mariner
Kansas
$150M 1,477,166 +64,831 +5%
FEG
6
Fund Evaluation Group
Ohio
$119M 1,169,436 -23,396 -2%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$87.2M 597,101 – –
UCFA
8
United Capital Financial Advisors
Texas
$86.6M 853,128 -64,697 -7%
SEI Investments
9
SEI Investments
Pennsylvania
$81.1M 797,980 -25,445 -3%
LPL Financial
10
LPL Financial
California
$77.9M 767,331 +9,371 +1%
MAM
11
Marquette Asset Management
Minnesota
$76.6M 753,967 +2,508 +0.3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$75.7M 745,345 +12,738 +2%
LWMT
13
Legacy Wealth Management (Tennessee)
Tennessee
$70.9M 698,612 +698,612 New
KF
14
Krilogy Financial
Missouri
$64.7M 637,431 +17,238 +3%
Truist Financial
15
Truist Financial
North Carolina
$63.3M 623,114 -23,190 -4%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50.9M 509,240 -32,861 -6%
FFN
17
Focus Financial Network
Minnesota
$47.1M 463,890 -19,079 -4%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$47M 463,145 +210,023 +83%
OIA
19
OneDigital Investment Advisors
Kansas
$45.4M 446,832 +19,605 +5%
ML
20
McAdam LLC
Pennsylvania
$43.5M 428,784 +9,729 +2%
AssetMark Inc
21
AssetMark Inc
California
$42.8M 421,093 -42,152 -9%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$40.2M 395,457 +395,457 New
GAM
23
Gemmer Asset Management
California
$39.4M 388,030 +82,944 +27%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$35.4M 348,243 +123,637 +55%
FCI
25
Financial Counselors Inc
Kansas
$35.2M 346,669 -2,469 -0.7%
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