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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.

New
Increased
Maintained
Reduced
Closed
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
Mariner
Mariner
Kansas
+$49.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.3M
3
KAS
Kestra Advisory Services
Texas
+$33.1M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$21.3M
5
SL
Systelligence LLC
Minnesota
+$21M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$139M
2
APP
Avantax Planning Partners
Iowa
-$59.1M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$31M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$28.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
226
Broadleaf Partners
Ohio
$2.89M -$166K -10,360 -5%
MCC
227
Money Concepts Capital
Florida
$2.89M +$2.89M +179,888 New
ADL
228
Asset Dedication LLC
California
$2.8M -$104K -6,496 -4%
BMCM
229
Burns Matteson Capital Management
New York
$2.79M +$2.79M +173,864 New
SWM
230
SVA Wealth Management
Wisconsin
$2.77M +$11.6K +720 +0.4%
FAIM
231
Financial Advocates Investment Management
Washington
$2.77M +$60.3K +3,760 +2%
PFWA
232
Paces Ferry Wealth Advisors
Georgia
$2.76M +$110K +6,848 +4%
SF
233
Summit Financial
New Jersey
$2.76M +$996K +62,032 +57%
LBC
234
Lowe Brockenbrough & Co
Virginia
$2.68M +$441K +27,480 +20%
Goldman Sachs
235
Goldman Sachs
New York
$2.67M -$12.8M -800,000 -83%
JWCA
236
J.W. Cole Advisors
Florida
$2.67M +$2.31M +144,032 +645%
PWM
237
Perigon Wealth Management
California
$2.63M +$98.1K +6,112 +4%
MPM
238
Meritage Portfolio Management
Kansas
$2.62M -$66.6K -4,152 -2%
KM
239
Kalos Management
Georgia
$2.6M -$1.3M -80,600 -33%
CF
240
Centaurus Financial
California
$2.58M -$209K -13,016 -7%
SW
241
SkyOak Wealth
Michigan
$2.54M +$307K +19,144 +14%
DSC
242
Duncker Streett & Co
Missouri
$2.48M +$286K +17,800 +13%
H
243
HoyleCohen
California
$2.48M +$19.3K +1,200 +0.8%
PAS
244
Park Avenue Securities
New York
$2.46M +$1.14M +70,960 +86%
ATWA
245
Arbor Trust Wealth Advisors
Michigan
$2.46M +$40.2K +2,504 +2%
CWM
246
Chesapeake Wealth Management
Virginia
$2.41M +$7.71K +480 +0.3%
CCA
247
Clearwater Capital Advisors
Illinois
$2.4M -$28K -1,744 -1%
BIA
248
Bigelow Investment Advisors
Maine
$2.4M +$242K +15,064 +11%
FA
249
Fagan Associates
New York
$2.39M -$223K -13,888 -9%
AFP
250
Ausdal Financial Partners
Iowa
$2.34M +$307K +19,112 +15%
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