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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 %
BFC
626
Bedel Financial Consulting
Indiana
$23K – – –
CTFG
627
Capstone Triton Financial Group
Oklahoma
$23K +$23K +1,408 New
QCG
628
Quadrant Capital Group
Ohio
$22K -$57.6K -3,560 -72%
FCB
629
First Command Bank
Texas
$22K – – –
FCFS
630
First Command Financial Services
Texas
$22K – – –
FCMT
631
Founders Capital Management (Texas)
Texas
$22K +$22K +1,376 New
CTC
632
Central Trust Company
Missouri
$21K – – –
APC
633
Asset Planning Corporation
Tennessee
$21K +$21K +1,328 New
HNB
634
Huntington National Bank
Ohio
$20K -$56K – –
PA
635
Perennial Advisors
New York
$20K +$20K +1,216 New
BFEC
636
Benjamin F. Edwards & Company
Missouri
$19K – – –
IRAG
637
Investment Research & Advisory Group
Georgia
$19K – – –
TCM
638
TD Capital Management
Tennessee
$18K +$131 +8 +0.7%
HF
639
Halpern Financial
Virginia
$14.5K – – –
KCM
640
Kathmere Capital Management
Pennsylvania
$14K -$126 -8 -0.9%
CMA
641
Cedar Mountain Advisors
Oregon
$14K – – –
OIA
642
Optimum Investment Advisors
Illinois
$14K +$130 +8 +0.9%
SIC
643
Salem Investment Counselors
North Carolina
$13K +$13K +800 New
TRCT
644
Tower Research Capital (TRC)
New York
$13K +$12.9K +800 +10,000%
AC
645
AlphaCore Capital
California
$12K – – –
LGWM
646
Litman Gregory Wealth Management
California
$11K -$6.4K -400 -37%
SQA
647
Simon Quick Advisors
New Jersey
$11K – – –
NDSI
648
Newman Dignan & Sheerar Inc
Rhode Island
$10.8K -$51 -3,168 -0.5%
AWM
649
Aberdeen Wealth Management
Illinois
$10K +$10K +600 New
ME
650
McIlrath & Eck
Washington
$8K – – –
24 25
26
27 28