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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

668 hedge funds and large institutions have $7.45B invested in Schwab US Large-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 209 increasing their positions, 251 reducing their positions, and 24 closing their positions.

Holders
668
Holders Change
+81
Holders Change %
+13.8%
% of All Funds
11.85%
Holding in Top 10
117
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+25.81%
% of All Funds
2.08%
New
113
Increased
209
Reduced
251
Closed
24
Calls
$3.59M
Puts
$1.91M
Net Calls
+$1.68M
Net Calls Change
-$13.1M

Top Buyers

1
RA
1
Reby Advisors
Connecticut
$51.6M
2
Mariner
2
Mariner
Kansas
$242M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$139M
4
SAF
4
Smith Anglin Financial
Texas
$34.2M
5
KAS
5
Kestra Advisory Services
Texas
$55.7M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.75B
2
APP
2
Avantax Planning Partners
Iowa
$476M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$9.95M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.75B 13,665,315 -1,084,703 -7%
APP
2
Avantax Planning Partners
Iowa
$476M 3,705,079 -460,601 -11%
Osaic Holdings
3
Osaic Holdings
Arizona
$338M 2,631,657 +118,494 +5%
MG
4
Mather Group
Illinois
$290M 2,258,426 +60,856 +3%
Mariner
5
Mariner
Kansas
$242M 1,885,835 +388,984 +26%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$139M 1,083,333 +274,876 +34%
FEG
7
Fund Evaluation Group
Ohio
$136M 1,058,546 -13,458 -1%
FPCG
8
Fort Pitt Capital Group
Pennsylvania
$125M 972,770 -3,476 -0.4%
LPL Financial
9
LPL Financial
California
$97.9M 762,380 -24,726 -3%
SEI Investments
10
SEI Investments
Pennsylvania
$97.6M 760,064 -7,308 -1%
MAM
11
Marquette Asset Management
Minnesota
$97.3M 757,450 +31,946 +4%
UCFA
12
United Capital Financial Advisors
Texas
$87.7M 682,736 -46,583 -6%
LWMT
13
Legacy Wealth Management (Tennessee)
Tennessee
$87.5M 681,266 -4,397 -0.6%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$87.2M 597,101 – –
KF
15
Krilogy Financial
Missouri
$77M 599,263 +1,043 +0.2%
Truist Financial
16
Truist Financial
North Carolina
$67.6M 526,063 -25,416 -5%
AssetMark Inc
17
AssetMark Inc
California
$64.5M 502,408 +961 +0.2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$60.8M 473,694 -10,649 -2%
ML
19
McAdam LLC
Pennsylvania
$60.7M 472,120 +28,509 +6%
FFN
20
Focus Financial Network
Minnesota
$56.1M 437,228 +4,999 +1%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55.7M 433,606 -3,596 -0.8%
KAS
22
Kestra Advisory Services
Texas
$55.7M 433,812 +257,597 +146%
OIA
23
OneDigital Investment Advisors
Kansas
$55.1M 428,929 -2,621 -0.6%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$54.8M 426,417 +165,699 +64%
RA
25
Reby Advisors
Connecticut
$51.6M 401,465 +401,465 New
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