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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.

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
1
Mariner
Kansas
$242M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$139M
3
KAS
3
Kestra Advisory Services
Texas
$55.7M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$54.8M
5
SL
5
Systelligence LLC
Minnesota
$43.7M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.75B
2
APP
2
Avantax Planning Partners
Iowa
$476M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$9.95M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gemmer Asset Management
California
$47.2M -$6.25M -389,472 -12%
Ameriprise
27
Ameriprise
Minnesota
$44.1M +$3.36M +209,016 +8%
SL
28
Systelligence LLC
Minnesota
$43.7M +$21M +1,308,144 +92%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$43.3M +$6.01M +374,424 +16%
Morgan Stanley
30
Morgan Stanley
New York
$41.3M +$2.15M +133,824 +5%
FCI
31
Financial Counselors Inc
Kansas
$39.7M -$1.12M -69,904 -3%
MAG
32
Mokosak Advisory Group
Iowa
$37.5M +$738K +45,952 +2%
EFSCE
33
Enterprise Financial Services Corp (EFSC)
Missouri
$34.8M -$1.04M -64,560 -3%
SAF
34
Smith Anglin Financial
Texas
$34.2M +$34.2M +2,132,752 New
TWM
35
Triton Wealth Management
Arizona
$32.6M +$4.44M +278,848 +16%
TWP
36
Treybourne Wealth Planners
Indiana
$32.6M +$32.6M +2,029,744 New
KLI
37
Kelman-Lazarov Inc
Tennessee
$32.3M -$343K -21,384 -1%
HWA
38
HHM Wealth Advisors
Tennessee
$32.2M -$101K -6,280 -0.3%
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32M -$2.23M -139,072 -7%
VWA
40
Visionary Wealth Advisors
Illinois
$31.6M +$2.58M +160,800 +9%
PFM
41
Parsec Financial Management
North Carolina
$30.9M -$1.07M -66,832 -3%
HighTower Advisors
42
HighTower Advisors
Illinois
$30.5M +$20M +1,245,240 +190%
MA
43
MUFG Americas
New York
$30.4M -$1.83M -113,832 -6%
UBS Group
44
UBS Group
Switzerland
$30.1M +$773K +48,176 +3%
Wells Fargo
45
Wells Fargo
California
$29.9M -$297K -18,496 -1%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$28.9M -$23.6M – –
PMG
47
ProVise Management Group
Florida
$26.6M -$2.43M -151,096 -8%
SWRP
48
Summit Wealth & Retirement Planning
California
$26.1M -$1.35M -84,168 -5%
RCA
49
Reitz Capital Advisors
Michigan
$25.4M -$1.28M -79,744 -5%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$25M +$1.69M +105,048 +7%
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