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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 %
GHA
276
GW Henssler & Associates
Georgia
$1.79M -$105K -6,520 -6%
BWL
277
Bogart Wealth LLC
Virginia
$1.75M +$565K +35,200 +48%
MWM
278
Meridian Wealth Management
Kentucky
$1.74M +$162K +10,104 +10%
AWMG
279
Alliance Wealth Management Group
New Jersey
$1.73M +$241K +15,040 +16%
TCM
280
Towercrest Capital Management
Pennsylvania
$1.73M +$241K +15,040 +16%
SA
281
Strategic Advisors
New York
$1.72M -$3.05M -188,728 -64%
ECG
282
Edge Capital Group
Georgia
$1.72M -$283K -17,656 -14%
TPA
283
Trivium Point Advisory
Connecticut
$1.71M +$32K +1,984 +2%
ECML
284
Eagle Capital Management (Louisiana)
Louisiana
$1.7M +$32K +1,992 +2%
WIA
285
Westbourne Investment Advisors
Maryland
$1.7M +$99.4K +6,192 +6%
DLCIG
286
D.L. Carlson Investment Group
New Hampshire
$1.68M +$86.4K +5,384 +5%
CWM
287
Cornerstone Wealth Management
Missouri
$1.68M +$189K +11,800 +13%
BBA
288
BLB&B Advisors
Pennsylvania
$1.67M +$1.67M +104,304 New
LNC
289
Lincoln National Corp
Pennsylvania
$1.67M +$92.8K +5,784 +6%
LCM
290
Liberty Capital Management
Michigan
$1.67M +$1.67M +103,776 New
EW
291
Element Wealth
Mississippi
$1.65M -$1.37M -85,072 -45%
GG
292
GenWealth Group
New Jersey
$1.65M -$31.8K -1,984 -2%
COF
293
Capital One Financial
Virginia
$1.64M -$740K -46,128 -31%
JWM
294
Janiczek Wealth Management
Colorado
$1.62M -$43.9K -2,736 -3%
MAM
295
Marotta Asset Management
Virginia
$1.61M -$234K -14,600 -13%
JFG
296
JMG Financial Group
Illinois
$1.6M -$125K -7,760 -7%
AA
297
Argent Advisors
Louisiana
$1.57M +$261K +16,280 +20%
SWPG
298
Strategic Wealth Partners Group
Illinois
$1.53M +$1.28K +80 +0.1%
FNBOO
299
First National Bank of Omaha
Nebraska
$1.5M -$82K -5,112 -5%
CPFP
300
Clear Perspectives Financial Planning
Ohio
$1.48M +$1.48M +92,176 New
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