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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 %
CAM
651
Costello Asset Management
Pennsylvania
$8K – – –
PO
652
Private Ocean
California
$8K +$8K +480 New
HFS
653
Hantz Financial Services
Michigan
$8K +$8K +512 New
CAAS
654
Capital Asset Advisory Services
Michigan
$6K – – –
AAP
655
Arax Advisory Partners
Colorado
$6K – – –
HR
656
Howe & Rusling
New York
$5K – – –
SL
657
Savior LLC
Massachusetts
$4K +$133 +8 +3%
SWA
658
SOA Wealth Advisors
New York
$4K +$4K +280 New
CA
659
Clearstead Advisors
Ohio
$3K -$54.2K -2,888 -95%
MSFP
660
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
BCMIO
661
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
GWMIA
662
Global Wealth Management Investment Advisory
Florida
$3K – – –
AA
663
Addison Advisors
Vermont
$3K +$3K +160 New
First Manhattan
664
First Manhattan
New York
$3K +$3K +208 New
HCP
665
Hexagon Capital Partners
Arkansas
$2K – – –
LDFR
666
Lehman & Derafelo Financial Resources
Pennsylvania
$2K – – –
PS
667
Planned Solutions
California
$2K +$2K +96 New
RPCA
668
Running Point Capital Advisors
California
$1K +$1K +32 New
QAM
669
Q3 Asset Management
Michigan
– -$5.18M -360,064 Closed
Citadel Advisors
670
Citadel Advisors
Florida
– -$2.62M -182,136 Closed
HAS
671
HBW Advisory Services
California
– -$638K -44,336 Closed
FTUS
672
Flow Traders U.S.
New York
– -$595K -41,336 Closed
PA
673
Paragon Advisors
Texas
– -$567K -39,352 Closed
HIC
674
Hartline Investment Corp
Illinois
– -$408K -28,336 Closed
RSWM
675
Robertson Stephens Wealth Management
California
– -$372K -25,872 Closed
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