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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 %
MF
601
Manchester Financial
California
$57K +$2.97K +184 +6%
MAWCM
602
Mine & Arao Wealth Creation & Management
California
$54K – – –
MWP
603
Meridian Wealth Partners
Pennsylvania
$53K +$3.2K +200 +6%
SSWG
604
Seven Springs Wealth Group
Tennessee
$52K +$19.9K +1,240 +62%
BCM
605
Blume Capital Management
California
$51K – – –
CG
606
Cutler Group
California
$51K +$51K +3,192 New
CFA
607
Carroll Financial Associates
North Carolina
$48K +$18.9K +1,176 +65%
RDFA
608
Ritter Daniher Financial Advisory
Ohio
$47K +$47K +2,936 New
MWC
609
MBM Wealth Consultants
Missouri
$46K -$2.55K -160 -5%
CWP
610
Concord Wealth Partners
Virginia
$46K +$46K +2,888 New
LWANC
611
Laurel Wealth Advisors (North Carolina)
North Carolina
$45K – – –
DWP
612
Destiny Wealth Partners
Florida
$45K +$45K +2,824 New
LFG
613
Larson Financial Group
Missouri
$44K -$25.1K -1,544 -36%
BAM
614
Barrett Asset Management
New York
$44K – – –
WWM
615
Wolff Wiese Magana
California
$43K +$43K +2,704 New
WT
616
Washington Trust
Rhode Island
$39K – – –
FMP
617
Financial Management Professionals
Texas
$37K -$91.7K -5,728 -71%
CCA
618
Column Capital Advisors
Indiana
$34K +$1.41K +88 +4%
BAM
619
Bellevue Asset Management
Washington
$33K – – –
WTC
620
WhitTier Trust Company
Nevada
$31K – – –
HWM
621
HighMark Wealth Management
Minnesota
$27K +$128 +8 +0.5%
LWM
622
Liberty Wealth Management
California
$26K -$25.5K -1,600 -50%
FPB
623
First PREMIER Bank
South Dakota
$26K – – –
FFA
624
Freedman Financial Associates
Massachusetts
$26K +$26K +1,600 New
SWM
625
Selective Wealth Management
Virginia
$25K +$25K +1,552 New
23 24
25
26 27