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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
KAS
3
Kestra Advisory Services
Texas
$20.3M
4
MG
4
Mather Group
Illinois
$253M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.9M

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
UCFA
4
United Capital Financial Advisors
Texas
$84M
5
APP
5
Avantax Planning Partners
Iowa
$480M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.7B 14,750,018 -808,461 -5%
APP
2
Avantax Planning Partners
Iowa
$480M 4,165,680 -115,069 -3%
Osaic Holdings
3
Osaic Holdings
Arizona
$289M 2,513,163 +802,622 +47%
MG
4
Mather Group
Illinois
$253M 2,197,570 +128,390 +6%
Mariner
5
Mariner
Kansas
$172M 1,496,851 +19,685 +1%
FEG
6
Fund Evaluation Group
Ohio
$123M 1,072,004 -97,432 -8%
FPCG
7
Fort Pitt Capital Group
Pennsylvania
$112M 976,246 +672,773 +222%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$93.1M 808,457 +63,112 +8%
LPL Financial
9
LPL Financial
California
$90.7M 787,106 +19,775 +3%
SEI Investments
10
SEI Investments
Pennsylvania
$88.4M 767,372 -30,608 -4%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$87.2M 597,101 – –
UCFA
12
United Capital Financial Advisors
Texas
$84M 729,319 -123,809 -15%
MAM
13
Marquette Asset Management
Minnesota
$83.6M 725,504 -28,463 -4%
LWMT
14
Legacy Wealth Management (Tennessee)
Tennessee
$79M 685,663 -12,949 -2%
KF
15
Krilogy Financial
Missouri
$68.9M 598,220 -39,211 -6%
Truist Financial
16
Truist Financial
North Carolina
$63.5M 551,479 -71,635 -11%
AssetMark Inc
17
AssetMark Inc
California
$57.8M 501,447 +80,354 +19%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$55.8M 484,343 +21,198 +5%
ML
19
McAdam LLC
Pennsylvania
$51.1M 443,611 +14,827 +3%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50.4M 437,202 -72,038 -14%
FFN
21
Focus Financial Network
Minnesota
$49.8M 432,229 -31,661 -7%
OIA
22
OneDigital Investment Advisors
Kansas
$49.7M 431,550 -15,282 -3%
GAM
23
Gemmer Asset Management
California
$47.9M 416,102 +28,072 +7%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$44.3M 384,763 -10,694 -3%
Ameriprise
25
Ameriprise
Minnesota
$36.9M 317,357 +18,775 +6%
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