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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 %
IFWM
176
Institute for Wealth Management
Colorado
$4.74M +$84.1K +5,240 +2%
EWA
177
EP Wealth Advisors
California
$4.73M -$4.16M -259,272 -47%
ASN
178
Advisory Services Network
Georgia
$4.67M +$449K +27,952 +11%
TNA
179
True North Advisors
Texas
$4.63M +$405K +25,264 +10%
LC
180
LCNB Corp
Ohio
$4.57M +$485K +30,240 +12%
GWA
181
GGM Wealth Advisors
Maryland
$4.57M +$4.57M +283,456 New
MML Investors Services
182
MML Investors Services
Massachusetts
$4.53M +$774K +48,200 +21%
SAM
183
Smithbridge Asset Management
Pennsylvania
$4.51M +$150K +9,336 +3%
VC
184
Veery Capital
Delaware
$4.42M +$4.42M +275,152 New
SFG
185
Sovereign Financial Group
Connecticut
$4.39M +$4.39M +273,568 New
OPA
186
Old Port Advisors
Maine
$4.35M +$106K +6,712 +3%
CA
187
Cambridge Advisors
Nebraska
$4.25M -$309K -19,272 -7%
AWS
188
AJ Wealth Strategies
New York
$4.24M -$99.3K -6,184 -2%
CA
189
Cetera Advisors
Colorado
$4.24M -$564K -35,128 -12%
CFA
190
Cahill Financial Advisors
Minnesota
$4.2M +$1.37M +85,064 +48%
CG
191
Colony Group
Massachusetts
$4.14M -$113K -7,016 -3%
MAG
192
Mayfair Advisory Group
Alabama
$4.12M +$526K +32,792 +15%
SBL
193
Sargent Bickham Lagudis
Colorado
$4.1M -$1.91M -118,976 -32%
IAS
194
IMA Advisory Services
Colorado
$4.06M – – –
BSW
195
Buckingham Strategic Wealth
Missouri
$4.03M +$1.84M +114,328 +84%
IA
196
IndexIQ Advisors
New York
$4.02M -$496K -30,912 -11%
RJA
197
Raymond James & Associates
Florida
$3.96M +$252K +15,672 +7%
AWM
198
AE Wealth Management
Kansas
$3.84M -$10.8M -670,448 -74%
CMP
199
Courage Miller Partners
Virginia
$3.83M -$782K -48,712 -17%
CCM
200
Ciovacco Capital Management
Georgia
$3.78M +$3.78M +235,416 New
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