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 Market Value Shares Shares
Change 		Shares
Change %
SDWMA
76
Schneider Downs Wealth Management Advisors
Pennsylvania
$16M 994,640 +58,968 +6%
SFMG
77
Sage Financial Management Group
Virginia
$14.6M 908,208 +908,208 New
SFA
78
Seneca Financial Advisors
New York
$14.5M 905,432 +905,432 New
TI
79
Tidal Investments
Wisconsin
$14.4M 897,968 +897,968 New
CAN
80
Cetera Advisor Networks
California
$14.3M 892,208 -1,816 -0.2%
RC
81
Rovin Capital
Arizona
$14.2M 885,488 +1,280 +0.1%
CP
82
Capital Planning
Washington
$13.9M 863,888 +863,888 New
LA
83
LVW Advisors
New York
$13.8M 859,640 -21,024 -2%
FFWA
84
FRG Family Wealth Advisors
Washington
$13.6M 847,152 -2,272 -0.3%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$13.4M 837,576 +36,344 +5%
UWM
86
USAdvisors Wealth Management
Minnesota
$13.4M 836,064 -103,840 -11%
MGIA
87
Moneta Group Investment Advisors
Missouri
$13.3M 826,536 -2,016 -0.2%
ACA
88
Affinity Capital Advisors
California
$13.2M 819,552 -114,000 -12%
FAN
89
Financial Advisors Network
California
$13M 807,984 +65,824 +9%
AOG
90
Alpha Omega Group
Virginia
$12.9M 804,936 +804,936 New
WFA
91
Wipfli Financial Advisors
Wisconsin
$12.9M 801,560 +801,560 New
AIA
92
Arcadia Investment Advisors
Idaho
$12.6M 783,544 +25,264 +3%
HB
93
Homrich & Berg
Georgia
$11.9M 744,168 +285,176 +62%
CCM
94
Covington Capital Management
California
$11.5M 718,136 -65,008 -8%
SWA
95
Stratos Wealth Advisors
Ohio
$11.4M 709,848 -160,264 -18%
FA
96
Fountainhead AM
New Jersey
$11.3M 704,928 +704,928 New
PIP
97
Peachtree Investment Partners
Florida
$11.1M 691,912 +691,912 New
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$11.1M 691,496 -50,600 -7%
Creative Planning
99
Creative Planning
Kansas
$11M 688,032 +40,088 +6%
SFA
100
Souders Financial Advisors
Ohio
$10.9M 679,208 +23,968 +4%
2 3
4
5 6