SCHG icon

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.

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
1
Mariner
Kansas
$242M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$139M
3
KAS
3
Kestra Advisory Services
Texas
$55.7M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$54.8M
5
SL
5
Systelligence LLC
Minnesota
$43.7M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.75B
2
APP
2
Avantax Planning Partners
Iowa
$476M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$9.95M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
51
INVST
Indiana
$24.2M +$1.5M +93,704 +7%
PAG
52
Private Advisor Group
New Jersey
$24M +$1.41M +87,712 +6%
TWM
53
Tradition Wealth Management
Minnesota
$23M +$23M +1,433,200 New
AIP
54
Almanack Investment Partners
Pennsylvania
$23M +$523K +32,608 +2%
ACA
55
Ackerman Capital Advisors
Texas
$22.6M -$3.58M -222,896 -14%
SAM
56
Summit Asset Management
Tennessee
$22M -$2.02M -125,840 -8%
GSIS
57
Global Strategic Investment Solutions
Arizona
$22M +$71K +4,424 +0.3%
PFG
58
Piershale Financial Group
Illinois
$21.8M -$5.36M -334,064 -20%
Bank of America
59
Bank of America
North Carolina
$21.7M +$997K +62,144 +5%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$21M -$28.4M -1,769,400 -57%
NCMW
61
Northern Capital Management (Washington)
Washington
$20.7M +$20.7M +1,290,688 New
LFS
62
Legacy Financial Strategies
Kansas
$20.6M +$297K +18,488 +1%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$20M +$721K +44,928 +4%
NFG
64
Nadler Financial Group
Illinois
$19.8M +$658K +40,976 +3%
MFGP
65
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.2M -$848K -52,816 -4%
VFA
66
Voya Financial Advisors
Connecticut
$18.8M -$401K -24,976 -2%
AG
67
Appleton Group
Wisconsin
$18.3M -$2.64M -164,384 -13%
HG
68
Harbor Group
New Hampshire
$18M +$18M +1,114,400 New
SAMC
69
Spectrum Asset Management (California)
California
$17.6M -$277K -17,272 -2%
DP
70
Denver PWM
Colorado
$17.6M -$233K -14,728 -1%
BPA
71
Beacon Pointe Advisors
California
$17.5M +$187K +11,672 +1%
GB
72
Goepper Burkhardt
South Carolina
$17.1M +$17.1M +1,067,928 New
XF
73
XML Financial
Maryland
$16.9M -$49.1K -3,056 -0.3%
BA
74
Ballast Advisors
Minnesota
$16.8M -$267K -16,608 -2%
GIA
75
GHP Investment Advisors
Colorado
$16.7M +$87.1K +5,424 +0.5%
1 2
3
4 5