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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 %
GRP
326
Global Retirement Partners
California
$1.08M +$209K +13,000 +24%
JPMPWA
327
J.P. Morgan Private Wealth Advisors
California
$1.05M -$261K -16,240 -20%
HFA
328
Hoover Financial Advisors
Pennsylvania
$1M -$18.7K -1,176 -2%
TFS
329
TrustCore Financial Services
Tennessee
$1M -$54.7K -3,408 -5%
AFA
330
Atlanta Financial Associates
Georgia
$984K -$44.9K -2,800 -4%
Renaissance Technologies
331
Renaissance Technologies
New York
$976K -$2.2M -136,800 -69%
FC
332
Fusion Capital
South Carolina
$972K -$68.2K -4,248 -7%
BFA
333
Beacon Financial Advisory
Ohio
$972K +$972K +60,592 New
NL
334
NWAM LLC
Washington
$964K +$964K +60,080 New
VNA
335
Valley National Advisers
Pennsylvania
$945K -$1.28K -80 -0.1%
JC
336
Jentner Corp
Ohio
$938K -$28.5K -1,776 -3%
WWM
337
Windsor Wealth Management
Indiana
$936K -$6.29K -392 -0.7%
Stifel Financial
338
Stifel Financial
Missouri
$935K +$133K +8,296 +17%
SNBOSD
339
Security National Bank of So Dak
Iowa
$929K -$3.34K -208 -0.4%
CIC
340
Cornercap Investment Counsel
Georgia
$921K -$32K -2,760 -3%
SWM
341
Southern Wealth Management
Texas
$921K -$34.2K -2,128 -4%
FWM
342
Frontier Wealth Management
Missouri
$919K +$1.03K +64 +0.1%
OFG
343
Omega Financial Group
California
$918K -$25K -1,560 -3%
WIC
344
Whitegate Investment Counselors
New Hampshire
$918K -$1.41K -88 -0.2%
William Blair & Company
345
William Blair & Company
Illinois
$916K -$12.7K -792 -1%
FA
346
FC Advisory
Pennsylvania
$910K +$899 +56 +0.1%
NS
347
Newman & Schimel
Illinois
$903K +$903K +56,224 New
CAG
348
Compass Advisory Group
New York
$902K +$902K +56,208 New
Northern Trust
349
Northern Trust
Illinois
$889K +$337K +21,024 +61%
OC
350
Oarsman Capital
Wisconsin
$881K -$64K -3,992 -7%
12 13
14
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