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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.75B
2
APP
Avantax Planning Partners
Iowa
$476M
3
PCIA
Prime Capital Investment Advisors
Kansas
$9.95M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$21M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
576
GeoWealth Management
Illinois
$137K – – –
GT
577
Glenmede Trust
Pennsylvania
$124K – – –
FF
578
FourThought Financial
Florida
$124K +$124K +7,760 New
IF
579
Ironwood Financial
Arizona
$122K +$772 +48 +0.6%
IRC
580
Investors Research Corp
Georgia
$118K +$10K +624 +9%
CWM
581
Curi Wealth Management
North Carolina
$110K +$110K +6,864 New
BW
582
Bison Wealth
Georgia
$109K -$3.99K -248 -4%
ACA
583
Aptus Capital Advisors
Alabama
$107K – – –
APWA
584
Atlas Private Wealth Advisors
New Jersey
$106K – – –
RG
585
Retirement Group
California
$100K +$3.2K +200 +3%
Simplex Trading
586
Simplex Trading
Illinois
$98K +$67.9K +4,248 +226%
GWM
587
Geneos Wealth Management
Colorado
$97K +$4.6K +288 +5%
PC
588
Permanens Capital
New York
$96K -$12.8K -800 -12%
PK
589
Pflug Koory
Nebraska
$88K +$36.1K +2,240 +69%
GI
590
Gradient Investments
Minnesota
$85K – – –
Citigroup
591
Citigroup
New York
$84K +$13.9K +864 +20%
DI
592
Disciplined Investments
Oklahoma
$80K – – –
LWA
593
Lowe Wealth Advisors
Maryland
$79K – – –
FBT
594
First Bank & Trust
South Dakota
$79K – – –
AIP
595
Ameritas Investment Partners
Nebraska
$77K – – –
NG
596
NWK Group
California
$66K -$2.19K -136 -3%
APA
597
American Portfolios Advisors
New York
$64.8K -$844K -52,568 -93%
CTB
598
Country Trust Bank
Illinois
$64K – – –
BlackRock
599
BlackRock
New York
$59K -$20.3K -1,264 -26%
TPCW
600
TD Private Client Wealth
New York
$57.5K – – –
22 23
24
25 26