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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 %
HI
501
Hudock Inc
Pennsylvania
$323K +$13.8K +864 +4%
CHP
502
Cable Hill Partners
Oregon
$320K – – –
MWM
503
Mission Wealth Management
California
$318K -$25.6K -1,600 -7%
Baird Financial Group
504
Baird Financial Group
Wisconsin
$316K +$316K +19,656 New
CAG
505
Csenge Advisory Group
Florida
$312K -$74.5K -4,648 -19%
PFP
506
Pinnacle Financial Partners
Tennessee
$312K – – –
VHAM
507
Van Hulzen Asset Management
California
$310K -$8.35K -520 -3%
PAM
508
Private Asset Management
California
$309K -$5K -312 -2%
KWM
509
Keebeck Wealth Management
Illinois
$309K +$309K +19,240 New
PGWM
510
Parisi Gray Wealth Management
New Jersey
$307K – – –
CRC
511
Curi RMB Capital
Illinois
$306K – – –
Bank of Montreal
512
Bank of Montreal
Ontario, Canada
$306K +$42.6K +2,648 +16%
M&T Bank
513
M&T Bank
New York
$306K +$306K +19,056 New
OWP
514
Obermeyer Wealth Partners
Colorado
$305K – – –
CPSAC
515
Chas P. Smith & Associates (CPS)
Florida
$305K – – –
LF
516
Lantz Financial
Illinois
$300K – – –
CBT
517
Capital Bank & Trust
California
$289K -$275K -17,136 -49%
CM
518
Columbus Macro
Pennsylvania
$289K -$134K -8,360 -32%
RC
519
Roundview Capital
New Jersey
$288K +$288K +17,968 New
PTP
520
Platform Technology Partners
New York
$285K – – –
PA
521
PSI Advisors
Florida
$280K -$105K -6,560 -27%
SCA
522
STALEY CAPITAL ADVISERS
Pennsylvania
$276K – – –
IWM
523
IHT Wealth Management
Illinois
$274K – – –
NFG
524
Next Financial Group
Texas
$273K +$2.82K +176 +1%
SFC
525
SYM Financial Corp
Indiana
$273K +$273K +16,984 New
19 20
21
22 23