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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 %
AIM
151
AMI Investment Management
Indiana
$5.96M -$63.2K -3,936 -1%
FA
152
Financial Advisors
Massachusetts
$5.96M +$5.02M +312,784 +536%
FVWA
153
Foster Victor Wealth Advisors
South Carolina
$5.95M -$51.6K -3,216 -0.9%
MAS
154
Madden Advisory Services
Florida
$5.94M -$40.7K -2,536 -0.7%
CSPIA
155
Cary Street Partners Investment Advisory
Virginia
$5.9M -$116K -7,248 -2%
RA
156
RFG Advisory
Alabama
$5.87M +$1.06M +65,152 +22%
GIA
157
Gladstone Institutional Advisory
Florida
$5.79M +$168K +10,488 +3%
RRC
158
Relaxing Retirement Coach
Massachusetts
$5.7M -$5.7M -355,168 -50%
TA
159
TrueWealth Advisors
Alabama
$5.67M +$5.67M +353,192 New
DFA
160
DHJJ Financial Advisors
Illinois
$5.66M +$5.66M +352,728 New
MAM
161
McCarthy Asset Management
California
$5.58M +$5.58M +347,768 New
MAS
162
Managed Account Services
Florida
$5.49M -$194K -11,808 -3%
MA
163
Mutual Advisors
Nebraska
$5.44M +$395K +24,600 +8%
GPFA
164
Game Plan Financial Advisors
Ohio
$5.34M +$673K +41,968 +14%
SWM
165
Sculati Wealth Management
Michigan
$5.34M -$3.21K -200 -0.1%
SS
166
Sunbelt Securities
Texas
$5.3M +$1.38M +85,976 +35%
LFA
167
Lighthouse Financial Advisors
Maryland
$5.2M +$5.2M +324,200 New
SFG
168
Sage Financial Group
Pennsylvania
$5.19M +$104K +6,464 +2%
SWM
169
SeaCrest Wealth Management
New York
$5.17M -$235K -14,632 -4%
RFA
170
Reilly Financial Advisors
California
$5.06M -$34.9K -2,176 -0.7%
FPFS
171
First Personal Financial Services
North Carolina
$5.03M -$226K -14,072 -4%
RWM
172
Reston Wealth Management
Virginia
$4.95M +$44.2K +2,752 +0.9%
AF
173
Advisornet Financial
Minnesota
$4.94M +$590K +36,728 +14%
SPI
174
Santori & Peters Inc
Pennsylvania
$4.92M +$180K +11,064 +4%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$4.85M +$79.1K +4,928 +2%
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