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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 %
LWM
126
Laidlaw Wealth Management
New York
$8.57M +$1.83M +113,880 +27%
NFG
127
Northeast Financial Group
Pennsylvania
$8.3M +$8.3M +517,000 New
GCP
128
Gill Capital Partners
Colorado
$8.09M -$187K -11,648 -2%
CFS
129
CRA Financial Services
New Jersey
$8.02M +$45.6K +2,840 +0.6%
RRWA
130
Rainey & Randall Wealth Advisors
Florida
$7.79M +$927K +57,768 +14%
CAG
131
Curtis Advisory Group
California
$7.74M +$156K +9,720 +2%
CFO
132
Collective Family Office
Pennsylvania
$7.64M +$7.64M +476,208 New
SFWC
133
Strategic Family Wealth Counselors
New Jersey
$7.5M -$7.32K -456 -0.1%
SCP
134
Shorepoint Capital Partners
Massachusetts
$7.37M -$303K -18,904 -4%
BWM
135
BerganKDV Wealth Management
Minnesota
$7.37M -$373K -23,208 -5%
EFG
136
Everhart Financial Group
Ohio
$7.28M +$7.28M +453,736 New
MA
137
Modus Advisors
Minnesota
$7.19M +$316K +19,712 +5%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$7.19M +$1.09M +68,024 +18%
OCM
139
One Capital Management
California
$7.12M -$232K -14,440 -3%
OWM
140
Opes Wealth Management
California
$6.89M -$2.54M -158,304 -27%
MWM
141
MinichMacGregor Wealth Management
New York
$6.78M +$222K +13,808 +3%
TWP
142
Total Wealth Planning
Ohio
$6.71M -$218K -13,560 -3%
SPC
143
Sigma Planning Corp
Michigan
$6.71M +$107K +6,648 +2%
VCA
144
Verdence Capital Advisors
Maryland
$6.62M +$579K +36,056 +10%
WSTAM
145
Wilbanks Smith & Thomas Asset Management
Virginia
$6.39M -$425K -26,504 -6%
ACM
146
AlphaStar Capital Management
North Carolina
$6.39M +$298K +18,824 +5%
SWP
147
Stratos Wealth Partners
Ohio
$6.32M +$18.7K +1,168 +0.3%
CCM
148
Coldstream Capital Management
Washington
$6.21M -$563K -35,048 -8%
DAS
149
Dynamic Advisor Solutions
Arizona
$6.08M +$905K +56,408 +17%
YIA
150
YHB Investment Advisors
Connecticut
$6.05M +$382K +23,792 +7%
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