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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 %
RFM
251
Royal Fund Management
Florida
$2.31M +$890K +55,456 +63%
TYCC
252
Texas Yale Capital Corp
Florida
$2.3M -$62.2K -3,872 -3%
IAP
253
Indie Asset Partners
Indiana
$2.3M -$128K -7,944 -5%
CHA
254
Cooper/Haims Advisors
New York
$2.3M -$40.6K -2,528 -2%
KFGK
255
Keystone Financial Group (Kentucky)
Kentucky
$2.27M +$86.7K +5,400 +4%
BBPWM
256
Blue Bell Private Wealth Management
Pennsylvania
$2.23M +$52.9K +3,288 +2%
CCM
257
Condor Capital Management
New Jersey
$2.2M -$3.2M -199,320 -59%
MIAN
258
Mariner Independent Advisor Network
Kansas
$2.19M +$753K +46,944 +52%
SS
259
Simplicity Solutions
Minnesota
$2.17M -$10.6M -661,768 -83%
PA
260
PFG Advisors
Arizona
$2.16M -$82.5K -5,136 -4%
PWMG
261
Prestige Wealth Management Group
New Jersey
$2.15M -$30.8K -1,920 -1%
TAM
262
Townsend Asset Management
North Carolina
$2.1M +$259K +16,112 +14%
IAN
263
Integrated Advisors Network
Texas
$1.98M +$374K +23,312 +23%
EWM
264
Evercore Wealth Management
New York
$1.97M – – –
BCWM
265
Bartlett & Co Wealth Management
Ohio
$1.97M -$62.9K -3,920 -3%
BC
266
Bartlett & Co
Ohio
$1.97M -$62.9K -3,920 -3%
SFS
267
Sowell Financial Services
Arkansas
$1.94M -$1.1M -68,608 -36%
NRI
268
NFP Retirement Inc
California
$1.9M +$519K +32,344 +38%
Fidelity Investments
269
Fidelity Investments
Massachusetts
$1.88M +$318K +19,792 +20%
BCP
270
Blackhawk Capital Partners
Wisconsin
$1.87M -$357K -24,784 -16%
PCMC
271
Private Capital Management (Colorado)
Colorado
$1.85M -$41.2K -2,568 -2%
AP
272
Adero Partners
California
$1.84M -$70.6K -4,400 -4%
SC
273
Savant Capital
Illinois
$1.83M -$1.54K -96 -0.1%
RWRC
274
R.W. Roge & Company
New York
$1.82M -$47.9K -2,984 -3%
BAM
275
Berkshire Asset Management
Pennsylvania
$1.81M -$306K -19,096 -15%
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