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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 %
LFA
351
Legend Financial Advisors
Pennsylvania
$868K -$83.6K -5,208 -9%
OAJ
352
Ogorek Anthony Joseph
New York
$866K -$129K -8,008 -13%
AWM
353
Avior Wealth Management
Nebraska
$857K +$64.3K +4,008 +8%
WA
354
Wealth Architects
California
$852K -$40.5K -2,520 -5%
S
355
SignatureFD
Georgia
$839K -$74.5K -4,640 -8%
CPIG
356
Chicago Partners Investment Group
Illinois
$835K -$203K -12,272 -20%
SHA
357
Seneca House Advisors
Virginia
$834K -$251K -15,632 -23%
JIC
358
Johnson Investment Counsel
Ohio
$833K -$2.57K -160 -0.3%
Cerity Partners
359
Cerity Partners
New York
$828K +$194K +12,104 +31%
LJAC
360
L.J. Altfest & Co
New York
$825K -$23.9K -1,488 -3%
SHJ
361
Sharkey, Howes & Javer
Colorado
$805K -$113K -7,016 -12%
IWA
362
IVC Wealth Advisors
Pennsylvania
$802K +$802K +49,992 New
YWP
363
YorkBridge Wealth Partners
New York
$795K +$33.4K +2,080 +4%
AWM
364
Apollon Wealth Management
South Carolina
$773K +$773K +48,176 New
LAIC
365
Lederer & Associates Investment Counsel
California
$772K -$53.9K -3,360 -7%
RF
366
Rollins Financial
Georgia
$772K +$772K +48,080 New
CP
367
Camelot Portfolios
Ohio
$768K -$63.7K -3,968 -8%
CWM
368
Cedar Wealth Management
California
$738K +$11.6K +720 +2%
WG
369
Welch Group
Alabama
$732K +$77.1K +4,808 +12%
GVAG
370
Great Valley Advisor Group
Delaware
$722K +$78.5K +4,888 +12%
HSA
371
HBK Sorce Advisory
Pennsylvania
$712K +$157K +9,800 +28%
OPWM
372
Oxinas Partners Wealth Management
Indiana
$712K +$712K +44,328 New
WWM
373
WT Wealth Management
Arizona
$711K -$243K -15,168 -25%
AWM
374
Aprio Wealth Management
Georgia
$710K -$540K -33,624 -43%
CCB
375
Cutter & Co Brokerage
Missouri
$709K -$6.3K -392 -0.9%
13 14
15
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