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 %
KCPG
526
Kavar Capital Partners Group
Kansas
$271K +$271K +16,872 New
EHC
527
Everett Harris & Co
California
$270K – – –
AW
528
ACG Wealth
Georgia
$265K – – –
MHR
529
Matthew Hamilton Rosenberg
$265K – – –
PA
530
Pinnacle Associates
New York
$264K +$9.62K +600 +4%
IA
531
Inspire Advisors
Idaho
$263K +$263K +16,368 New
SSWM
532
Smith Salley Wealth Management
North Carolina
$262K +$262K +16,320 New
EWM
533
Empirical Wealth Management
Washington
$260K -$577K -35,992 -69%
WANY
534
Wealthspire Advisors (New York)
New York
$259K +$259K +16,144 New
CAI
535
Capital Advisors Inc
Oklahoma
$258K – – –
CCT
536
Country Club Trust
Missouri
$257K – – –
FHA
537
First Horizon Advisors
Tennessee
$256K – – –
AIM
538
Aspen Investment Management
Michigan
$240K +$257 +16 +0.1%
AF
539
Apexium Financial
Texas
$239K – – –
PA
540
Parallel Advisors
California
$236K +$128 +8 +0.1%
DAM
541
Delta Asset Management
Tennessee
$232K – – –
HWM
542
Hohimer Wealth Management
Washington
$231K – – –
GSWM
543
Golden State Wealth Management
California
$229K -$158K -9,800 -41%
NNP
544
Nachman Norwood & Parrott
South Carolina
$229K – – –
BC
545
Brio Consultants
California
$226K -$13.4K -832 -6%
CCM
546
Carlson Capital Management
Minnesota
$223K +$223K +13,648 New
EWM
547
Evermay Wealth Management
Virginia
$222K -$16.7K -1,040 -7%
TI
548
Trexquant Investment
Connecticut
$222K +$222K +13,816 New
PPA
549
Parametric Portfolio Associates
Washington
$221K +$221K +13,784 New
TCM
550
Tradewinds Capital Management
Washington
$218K +$32.4K +2,024 +17%
20 21
22
23 24