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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 %
FI
376
FormulaFolio Investments
Michigan
$707K +$12.5K +776 +2%
Wealth Enhancement Advisory Services
377
Wealth Enhancement Advisory Services
Minnesota
$705K +$74.8K +4,728 +12%
BWA
378
Burt Wealth Advisors
Maryland
$698K – – –
ACG
379
Allen Capital Group
Nebraska
$697K -$40.2K -2,504 -5%
AA
380
Ancora Advisors
Ohio
$697K +$771 +48 +0.1%
FLA
381
Financial Life Advisors
Texas
$686K -$3.59K -224 -0.5%
MCM
382
MAI Capital Management
Ohio
$685K +$685K +42,656 New
SFS
383
Summit Financial Strategies
Ohio
$674K +$128 +8 +0%
CIBC Private Wealth Group
384
CIBC Private Wealth Group
Georgia
$670K +$16.3K +1,016 +2%
PA
385
Paracle Advisors
Washington
$667K -$4.37K -272 -0.7%
AMG
386
Asset Management Group
Connecticut
$667K +$899 +56 +0.1%
MOS
387
MGO One Seven
Ohio
$662K -$198K -12,368 -23%
GC
388
Gratus Capital
Georgia
$657K -$62.1K -3,872 -9%
CA
389
Calton & Associates
Florida
$652K +$39.7K +2,472 +6%
FIG
390
FundX Investment Group
California
$651K – – –
FFA
391
First Foundation Advisors
California
$651K +$651K +40,568 New
PCA
392
Personal Capital Advisors
California
$638K +$31.7K +1,976 +5%
DW
393
Domani Wealth
Pennsylvania
$632K -$30.2K -1,880 -5%
VFIC
394
Valley Forge Investment Consultants
Pennsylvania
$628K +$628K +39,112 New
BAM
395
Belpointe Asset Management
Nevada
$617K -$816K -50,840 -57%
SPIA
396
Steward Partners Investment Advisory
New York
$615K +$273K +17,032 +80%
PNC Financial Services Group
397
PNC Financial Services Group
Pennsylvania
$613K +$166K +10,352 +37%
LRPA
398
L. Roy Papp & Associates
Arizona
$612K -$35.3K -2,200 -5%
LF
399
LifeSteps Financial
California
$608K +$257 +16 +0%
CI
400
Chartist Inc
California
$606K -$121K -7,568 -17%
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