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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 %
TWA
426
TCI Wealth Advisors
Arizona
$503K – – –
AWE
427
Avidian Wealth Enterprises
Texas
$501K – – –
RIM
428
Regent Investment Management
Kentucky
$496K -$1.28K -80 -0.3%
LFS
429
Lutz Financial Services
Nebraska
$492K +$128 +8 +0%
PP
430
Pegasus Partners
Wisconsin
$491K – – –
AFS
431
Access Financial Services
Minnesota
$483K -$325K -20,264 -40%
LFAS
432
Level Four Advisory Services
Texas
$481K – – –
FRA
433
Front Row Advisors
California
$480K -$5.65K -352 -1%
FPW
434
Flagship Private Wealth
Massachusetts
$479K +$479K +29,624 New
CFD
435
Creative Financial Designs
Indiana
$478K +$40K +2,496 +9%
CSIC
436
Clifford Swan Investment Counsel
California
$470K – – –
GWM
437
Gray Wealth Management
Maine
$464K -$139K -8,680 -23%
MC
438
Montag & Caldwell
Georgia
$462K -$174K -10,840 -27%
KA
439
Klingman & Associates
New York
$462K – – –
CBFP
440
Cedar Brook Financial Partners
Ohio
$456K +$18.6K +1,160 +4%
AAS
441
Annex Advisory Services
Wisconsin
$449K -$114K -7,072 -20%
CAN
442
Claraphi Advisory Network
United States
$449K +$449K +27,992 New
DWM
443
Destination Wealth Management
California
$447K -$10.4K -648 -2%
AP
444
Advisor Partners
California
$445K +$445K +27,680 New
FSWA
445
Financial Synergies Wealth Advisors
Texas
$444K +$642 +40 +0.1%
TF
446
Trek Financial
Arizona
$442K -$13.5K -840 -3%
LIM
447
Leavell Investment Management
Alabama
$442K +$12.3K +768 +3%
BPB
448
Badgley, Phelps & Bell
Washington
$439K +$30.8K +1,920 +8%
KeyBank National Association
449
KeyBank National Association
Ohio
$437K – – –
MWM
450
MBE Wealth Management
Wisconsin
$430K -$76.1K -4,752 -15%
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18
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