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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 %
PCMC
276
Private Capital Management (Colorado)
Colorado
$1.73M -$147K -9,032 -8%
MWM
277
Meridian Wealth Management
Kentucky
$1.71M -$47K -2,896 -3%
RWRC
278
R.W. Roge & Company
New York
$1.7M -$140K -8,640 -8%
MAM
279
Marotta Asset Management
Virginia
$1.7M +$38.6K +2,336 +2%
GHA
280
GW Henssler & Associates
Georgia
$1.69M -$124K -7,632 -7%
CWM
281
Cornerstone Wealth Management
Missouri
$1.69M -$10.6K -656 -0.6%
ECG
282
Edge Capital Group
Georgia
$1.68M -$58.1K -3,584 -3%
IAP
283
Indie Asset Partners
Indiana
$1.65M -$667K -41,120 -29%
BCP
284
Blackhawk Capital Partners
Wisconsin
$1.64M -$447K -27,864 -21%
LNC
285
Lincoln National Corp
Pennsylvania
$1.64M -$44K -2,712 -3%
AC
286
Avestar Capital
New York
$1.62M +$1.26M +71,560 +344%
JFG
287
JMG Financial Group
Illinois
$1.6M -$14.1K -872 -0.9%
TPA
288
Trivium Point Advisory
Connecticut
$1.58M -$140K -8,616 -8%
SC
289
Savant Capital
Illinois
$1.56M -$290K -17,856 -16%
SA
290
Strategic Advisors
New York
$1.54M -$188K -11,592 -11%
FNBOO
291
First National Bank of Omaha
Nebraska
$1.51M -$9.99K -616 -0.7%
HC
292
Hoese & Co
Minnesota
$1.49M – – –
BAMG
293
Brand Asset Management Group
Missouri
$1.48M +$17.3K +1,064 +1%
KM
294
Kalos Management
Georgia
$1.48M -$1.24M -73,840 -46%
Janney Montgomery Scott
295
Janney Montgomery Scott
Pennsylvania
$1.47M +$35.2K +2,168 +2%
SWPG
296
Strategic Wealth Partners Group
Illinois
$1.45M -$96.3K -5,936 -6%
CPFP
297
Clear Perspectives Financial Planning
Ohio
$1.44M -$56.5K -3,480 -4%
ANTB
298
AMG National Trust Bank
Colorado
$1.44M – – –
TF
299
TIAA FSB
Florida
$1.43M +$1.43M +87,976 New
DLCIG
300
D.L. Carlson Investment Group
New Hampshire
$1.42M -$280K -17,264 -16%
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