SCHG icon

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 %
WWM
401
Western Wealth Management
Colorado
$603K +$23.2K +1,448 +4%
CAM
402
Cozad Asset Management
Illinois
$600K – – –
BWM
403
BCS Wealth Management
Tennessee
$589K +$643 +40 +0.1%
SFG
404
SevenBridge Financial Group
Pennsylvania
$582K +$83.5K +5,200 +17%
UB
405
UMB Bank
Missouri
$571K -$223K -13,872 -28%
JCM
406
Jacobsen Capital Management
Utah
$565K -$1.28K -80 -0.2%
SWM
407
Segment Wealth Management
Texas
$563K -$5.91K -368 -1%
DT
408
Diversified Trust
Tennessee
$559K +$20.6K +1,280 +4%
VFA
409
Valeo Financial Advisors
Indiana
$555K -$23K -1,432 -4%
RIS
410
Retirement Income Solutions
Michigan
$554K +$554K +34,520 New
RWM
411
Ritholtz Wealth Management
New York
$554K +$554K +34,544 New
SWA
412
Sutton Wealth Advisors
Florida
$552K – – –
Bank of New York Mellon
413
Bank of New York Mellon
New York
$550K -$17.2K -1,072 -3%
CWM
414
Cabot Wealth Management
Massachusetts
$549K -$94.3K -5,872 -15%
AMCA
415
Arthur M. Cohen & Associates
Illinois
$548K -$33.9K -2,112 -6%
AOWM
416
Alpha Omega Wealth Management
Virginia
$548K +$59K +3,680 +12%
MWA
417
Martel Wealth Advisors
Washington
$543K +$22K +2,160 +4%
AA
418
Apriem Advisors
California
$540K -$23.3K -1,448 -4%
SIAG
419
Signet Investment Advisory Group
Rhode Island
$524K +$524K +32,648 New
CWC
420
Carolinas Wealth Consulting
North Carolina
$523K – – –
PGAM
421
Princeton Global Asset Management
New Jersey
$520K – – –
EVM
422
Eaton Vance Management
Massachusetts
$520K +$520K +32,360 New
SCM
423
SOL Capital Management
Maryland
$515K – – –
SAM
424
SignalPoint Asset Management
Missouri
$509K -$16.1K -1,000 -3%
FCA
425
FinTrust Capital Advisors
South Carolina
$507K +$14.1K +880 +3%
15 16
17
18 19