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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
+$49.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.3M
3
KAS
Kestra Advisory Services
Texas
+$33.1M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$21.3M
5
SL
Systelligence LLC
Minnesota
+$21M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$139M
2
APP
Avantax Planning Partners
Iowa
-$59.1M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$31M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$28.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MS
201
Madden Securities
Texas
$3.74M -$399K -24,840 -10%
JWBC
202
John W. Brooker & Co
California
$3.74M +$76.8K +4,784 +2%
IWC
203
Integrated Wealth Concepts
Massachusetts
$3.74M +$85K +5,296 +2%
BDWCC
204
B&D White Capital Company
Texas
$3.71M +$3.71M +227,824 New
HWA
205
HCR Wealth Advisors
California
$3.71M +$24.1K +1,504 +0.7%
ISWM
206
Independent Solutions Wealth Management
New York
$3.67M -$566K -35,232 -13%
KWM
207
Kingsview Wealth Management
Oregon
$3.67M -$238K -14,832 -6%
JPLA
208
Joseph P. Lucia & Associates
New York
$3.67M -$130K -8,072 -3%
EE
209
EWG Elevate
California
$3.65M -$3.93M -244,824 -52%
BC
210
Burleson & Co
California
$3.58M +$696K +43,360 +24%
CI
211
CX Institutional
Indiana
$3.57M +$3.57M +222,664 New
SBSB
212
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.37M +$525K +32,728 +18%
AFG
213
Albion Financial Group
Utah
$3.33M -$55.7K -3,472 -2%
FANJ
214
Financial Architects (New Jersey)
New Jersey
$3.29M +$95.9K +5,976 +3%
SCM
215
Spreng Capital Management
Ohio
$3.22M +$375K +23,344 +13%
IA
216
IFP Advisors
Florida
$3.18M -$6.02K -376 -0.2%
TWM
217
TriaGen Wealth Management
California
$3.18M +$3.18M +198,000 New
FWM
218
Focused Wealth Management
New York
$3.17M +$1.41K +88 +0%
KFS
219
Kaizen Financial Strategies
California
$3.14M +$3.14M +195,840 New
HA
220
HC Advisors
Georgia
$3.14M -$42.4K -2,640 -1%
US Bancorp
221
US Bancorp
Minnesota
$3.08M -$669K -41,696 -18%
SCM
222
Southport Capital Management
Tennessee
$3M -$201K -12,552 -6%
FWM
223
Filbrandt Wealth Management
Wisconsin
$2.91M -$597K -37,176 -17%
CFGS
224
Concourse Financial Group Securities
Alabama
$2.9M +$204K +12,696 +8%
BFM
225
Broadview Financial Management
Wisconsin
$2.9M -$127K -7,904 -4%
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