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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

680 hedge funds and large institutions have $7.27B invested in Schwab US Large-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 268 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+12
Holders Change %
+1.8%
% of All Funds
11.97%
Holding in Top 10
113
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.42%
% of All Funds
1.99%
New
62
Increased
223
Reduced
268
Closed
43
Calls
$3.33M
Puts
$1.65M
Net Calls
+$1.67M
Net Calls Change
-$2K

Top Buyers

1
MG
1
Mather Group
Illinois
$342M
2
TIM
2
Total Investment Management
Arizona
$40.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$179M
4
FEG
4
Fund Evaluation Group
Ohio
$170M
5
WIA
5
World Investment Advisors
California
$19.4M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.67B
2
APP
2
Avantax Planning Partners
Iowa
$412M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
226
Filbrandt Wealth Management
Wisconsin
$2.96M +$17.3K +1,064 +0.6%
JWCA
227
J.W. Cole Advisors
Florida
$2.92M +$221K +13,608 +8%
BP
228
Broadleaf Partners
Ohio
$2.91M -$8.18K -504 -0.3%
CF
229
Centaurus Financial
California
$2.83M +$215K +13,232 +8%
PWM
230
Perigon Wealth Management
California
$2.79M +$131K +8,048 +5%
SF
231
Summit Financial
New Jersey
$2.79M -$1.3K -80 -0%
BMCM
232
Burns Matteson Capital Management
New York
$2.77M -$49.4K -3,048 -2%
BFM
233
Broadview Financial Management
Wisconsin
$2.77M -$163K -10,040 -6%
FWM
234
Focused Wealth Management
New York
$2.75M -$461K -28,432 -14%
IAN
235
Integrated Advisors Network
Texas
$2.74M +$738K +45,520 +37%
ADL
236
Asset Dedication LLC
California
$2.66M -$173K -10,664 -6%
PSIWM
237
Paradigm Strategies in Wealth Management
Minnesota
$2.64M +$2.64M +162,856 New
CWM
238
Chesapeake Wealth Management
Virginia
$2.57M +$143K +8,800 +6%
KFS
239
Kaizen Financial Strategies
California
$2.55M -$631K -38,880 -20%
EH
240
Equitable Holdings
New York
$2.54M +$1.34M +82,808 +113%
H
241
HoyleCohen
California
$2.52M +$11.4K +704 +0.5%
LBC
242
Lowe Brockenbrough & Co
Virginia
$2.5M -$205K -12,608 -8%
AL
243
ACAS LLC
California
$2.46M +$2.46M +151,664 New
BIA
244
Bigelow Investment Advisors
Maine
$2.42M -$2.73K -168 -0.1%
TYCC
245
Texas Yale Capital Corp
Florida
$2.32M -$5.97K -368 -0.3%
BBPWM
246
Blue Bell Private Wealth Management
Pennsylvania
$2.29M +$35.7K +2,200 +2%
DSC
247
Duncker Streett & Co
Missouri
$2.28M -$232K -14,272 -9%
CHA
248
Cooper/Haims Advisors
New York
$2.2M -$118K -7,272 -5%
CCA
249
Clearwater Capital Advisors
Illinois
$2.19M -$236K -14,520 -10%
MIAN
250
Mariner Independent Advisor Network
Kansas
$2.19M -$28.5K -1,760 -1%
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10
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