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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.

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 %
RWM
101
RKL Wealth Management
Pennsylvania
$10.8M +$425K +26,472 +4%
LB
102
Leo Brokerage
Texas
$10.5M -$1.4M -86,928 -12%
PWSG
103
Pacific Wealth Strategies Group
California
$10.4M +$3.63M +222,784 +53%
ACM
104
Alpha Capital Management
Texas
$10.4M -$239K -14,896 -2%
FWP
105
FAS Wealth Partners
Kansas
$10.2M -$1.19M -74,152 -10%
GGI
106
GPM Growth Investors
Michigan
$10.2M -$338K -21,048 -3%
NWS
107
Newport Wealth Strategies
California
$10.1M – – –
CFMC
108
Curbstone Financial Management Corp
New Hampshire
$9.97M -$64.2K -4,000 -0.6%
PCIA
109
Prime Capital Investment Advisors
Kansas
$9.95M -$31M -1,928,704 -76%
CCMG
110
Clark Capital Management Group
Pennsylvania
$9.92M +$1.62M +101,088 +20%
HA
111
Harborview Advisors
Maine
$9.75M -$486K -30,296 -5%
BFG
112
Berger Financial Group
Minnesota
$9.6M +$9.6M +597,888 New
ACA
113
Ascension Capital Advisors
Texas
$9.55M +$484K +30,136 +5%
AAM
114
Ascension Asset Management
New York
$9.55M +$9.55M +595,136 New
HCM
115
Hengehold Capital Management
Ohio
$9.52M -$30.3K -1,888 -0.3%
CGFA
116
Colton Groome Financial Advisors
North Carolina
$9.37M -$6M -374,008 -39%
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$9.3M +$161K +10,032 +2%
SFA
118
Sequoia Financial Advisors
Ohio
$9.21M +$29.9K +1,864 +0.3%
PRS
119
Pinkerton Retirement Specialists
Idaho
$9.17M -$1.45M -90,560 -14%
AI
120
Atria Investments
North Carolina
$9.1M +$74.9K +4,664 +0.8%
MSFS
121
Main Street Financial Solutions
Pennsylvania
$9.04M +$9.04M +563,240 New
JWA
122
JFS Wealth Advisors
Pennsylvania
$8.83M -$107K -6,696 -1%
MMA
123
Miracle Mile Advisors
California
$8.76M +$278K +17,328 +3%
LWAC
124
Laurel Wealth Advisors (California)
California
$8.74M -$58.3K -3,632 -0.7%
GC
125
Garde Capital
Washington
$8.58M -$2.26M -140,528 -21%
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