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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 %
SBIA
551
Sheaff Brock Investment Advisors
Indiana
$218K +$218K +13,600 New
RJT
552
Raymond James Trust
Florida
$217K +$217K +13,520 New
LWA
553
Lenox Wealth Advisors
New York
$214K – – –
WP
554
WealthPLAN Partners
Nebraska
$213K -$35.5K -2,112 -14%
ECM
555
Exchange Capital Management
Michigan
$212K +$212K +13,200 New
RC
556
RegentAtlantic Capital
New Jersey
$212K +$212K +13,232 New
Lido Advisors
557
Lido Advisors
California
$212K +$212K +13,240 New
BC
558
Burney Company
Virginia
$211K +$211K +13,152 New
NP
559
NorthRock Partners
Minnesota
$209K +$209K +12,992 New
ONB
560
Old National Bancorp
Indiana
$208K -$91.7K -5,712 -31%
PFA
561
Paradigm Financial Advisors
Missouri
$205K -$61.2K -3,816 -23%
ISL
562
Ingalls & Snyder LLC
New York
$205K +$205K +12,752 New
OAM
563
Oppenheimer Asset Management
New York
$205K +$205K +12,800 New
LNWTC
564
Laird Norton Wetherby Trust Company
Washington
$205K +$205K +12,800 New
WS
565
Wedbush Securities
California
$204K +$204K +12,704 New
Fisher Asset Management
566
Fisher Asset Management
Washington
$202K +$202K +12,568 New
MCM
567
Manchester Capital Management
Vermont
$200K +$200K +12,456 New
PAI
568
Pittenger & Anderson Inc
Nebraska
$195K -$35.1K -2,184 -15%
CFO
569
CVA Family Office
Colorado
$186K – – –
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$183K -$50.5K -3,144 -22%
AIM
571
Anchor Investment Management
South Carolina
$171K -$6.42K -400 -4%
CFB
572
Cullen/Frost Bankers
Texas
$164K -$6.16K -384 -4%
PB
573
Pinnacle Bancorp
Nebraska
$162K +$31.8K +1,984 +24%
BWA
574
BDO Wealth Advisors
Florida
$153K -$1.41K -88 -0.9%
HGWM
575
Harvest Group Wealth Management
Massachusetts
$141K -$28.1K -1,752 -17%
21 22
23
24 25