SCHG icon

Schwab US Large-Cap Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MI
476
Moneywise Inc
Virginia
$373K +$129 +8 +0%
CDIA
477
Capital Directions Investment Advisors
Georgia
$369K -$2.18K -136 -0.6%
EK
478
Evensky & Katz
Florida
$368K
SA
479
SRH Advisors
Kansas
$365K
SCA
480
Strategic Capital Advisers
Colorado
$363K -$44K -2,736 -11%
AMM
481
American Money Management
California
$363K -$21.3K -1,328 -6%
TPW
482
Tiller Private Wealth
Pennsylvania
$362K
AI
483
Accredited Investors
Minnesota
$358K
SIM
484
Sonora Investment Management
Arizona
$352K +$352K +21,928 New
RWA
485
Redhawk Wealth Advisors
Minnesota
$351K -$22.5K -1,400 -6%
RWM
486
RBA Wealth Management
California
$351K -$14K -872 -4%
CAM
487
Cubic Asset Management
Massachusetts
$350K
RA
488
Rodgers & Associates
Pennsylvania
$349K +$349K +21,752 New
VDI
489
Vaughan David Investments
Illinois
$345K +$19.2K +1,200 +6%
FHA
490
Flagship Harbor Advisors
Massachusetts
$339K +$514 +32 +0.2%
MWM
491
Modera Wealth Management
New Jersey
$335K
AGA
492
Arkos Global Advisors
Texas
$335K
AC
493
Avestar Capital
New York
$334K -$512K -31,904 -61%
Brown Advisory
494
Brown Advisory
Maryland
$333K -$42.8K -2,664 -11%
JPMorgan Chase & Co
495
JPMorgan Chase & Co
New York
$331K -$16.7K -1,040 -5%
Neuberger Berman Group
496
Neuberger Berman Group
New York
$330K -$220K -13,712 -40%
PWM
497
Praetorian Wealth Management
California
$328K -$14.5K -904 -4%
TP
498
Tranquility Partners
Tennessee
$328K
SW
499
SteelPeak Wealth
California
$327K +$10.1K +632 +3%
PWM
500
Provident Wealth Management
Tennessee
$326K +$23K +1,432 +8%