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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 %
KFGK
251
Keystone Financial Group (Kentucky)
Kentucky
$2.18M -$113K -6,976 -5%
PWMG
252
Prestige Wealth Management Group
New Jersey
$2.14M -$34.3K -2,112 -2%
AG
253
Appleton Group
Wisconsin
$2.14M -$16.3M -1,007,504 -88%
EWM
254
Evercore Wealth Management
New York
$2.13M +$137K +8,432 +7%
BWL
255
Bogart Wealth LLC
Virginia
$2.09M +$324K +19,960 +18%
TAM
256
Townsend Asset Management
North Carolina
$2.07M -$51.4K -3,168 -2%
CCM
257
Condor Capital Management
New Jersey
$2.06M -$158K -9,736 -7%
PA
258
PFG Advisors
Arizona
$2.03M -$158K -9,728 -7%
BCWM
259
Bartlett & Co Wealth Management
Ohio
$1.99M +$130 +8 +0%
BC
260
Bartlett & Co
Ohio
$1.99M +$130 +8 +0%
TA
261
TrueWealth Advisors
Alabama
$1.99M -$4.13M -238,544 -68%
CIBC Private Wealth Group
262
CIBC Private Wealth Group
Georgia
$1.98M +$1.31M +80,480 +193%
Fidelity Investments
263
Fidelity Investments
Massachusetts
$1.94M +$40.1K +2,472 +2%
MMHP
264
Murphy Middleton Hinkle & Parker
Georgia
$1.92M +$487K +30,048 +34%
SBL
265
Sargent Bickham Lagudis
Colorado
$1.9M -$2.25M -138,408 -54%
ECML
266
Eagle Capital Management (Louisiana)
Louisiana
$1.87M +$147K +9,080 +9%
GG
267
GenWealth Group
New Jersey
$1.87M +$198K +12,216 +12%
BAM
268
Berkshire Asset Management
Pennsylvania
$1.83M – – –
WIA
269
Westbourne Investment Advisors
Maryland
$1.81M +$90.3K +5,568 +5%
AP
270
Adero Partners
California
$1.79M -$71.9K -4,432 -4%
MPM
271
Meritage Portfolio Management
Kansas
$1.76M -$889K -54,800 -34%
LCM
272
Liberty Capital Management
Michigan
$1.75M +$68K +4,192 +4%
AWMG
273
Alliance Wealth Management Group
New Jersey
$1.74M -$3.89K -240 -0.2%
TCM
274
Towercrest Capital Management
Pennsylvania
$1.74M -$3.89K -240 -0.2%
JWM
275
Janiczek Wealth Management
Colorado
$1.74M +$105K +6,496 +6%
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