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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 %
AAS
301
Avantax Advisory Services
Texas
$1.41M +$316K +19,456 +29%
5L
302
55I LLC
Massachusetts
$1.4M -$80.9K -4,984 -5%
CIC
303
Cornercap Investment Counsel
Georgia
$1.33M +$44.8K +2,760 +3%
APA
304
American Portfolios Advisors
New York
$1.32M +$1.26M +77,360 +1,915%
EP
305
Eudaimonia Partners
Tennessee
$1.29M +$129K +7,960 +11%
SG
306
StoneX Group
New York
$1.27M +$130 +8 +0%
LW
307
Linscomb Wealth
Texas
$1.27M +$130 +8 +0%
CHA
308
Carmichael Hill & Associates
Maryland
$1.25M +$29.8K +1,840 +2%
BA
309
Bristlecone Advisors
Washington
$1.25M -$18.9K -1,168 -1%
FFA
310
First Foundation Advisors
California
$1.23M +$576K +35,480 +87%
ICM
311
Islay Capital Management
Texas
$1.22M -$13.1K -808 -1%
COF
312
Capital One Financial
Virginia
$1.21M -$442K -27,256 -27%
SC
313
Slow Capital
California
$1.21M -$11.9K -736 -1%
CIAS
314
Capital Investment Advisory Services
North Carolina
$1.21M -$121K -7,464 -9%
GRP
315
Global Retirement Partners
California
$1.2M +$116K +7,176 +11%
BDF
316
Black Diamond Financial
Maryland
$1.19M -$10K -616 -0.8%
ACA
317
Ascension Capital Advisors
Texas
$1.18M -$8.48M -522,672 -88%
CIP
318
Capital Insight Partners
Arizona
$1.11M +$4.15K +256 +0.4%
UWM
319
USAdvisors Wealth Management
Minnesota
$1.11M -$12.5M -767,720 -92%
PFBT
320
Parkside Financial Bank & Trust
Missouri
$1.1M -$5.45K -336 -0.5%
Stifel Financial
321
Stifel Financial
Missouri
$1.03M +$81K +4,992 +9%
TFS
322
TrustCore Financial Services
Tennessee
$1.01M +$130 +8 +0%
VAS
323
Valicenti Advisory Services
New York
$1.01M -$203K -12,520 -17%
PAMG
324
Patton Albertson Miller Group
Tennessee
$1M -$77.3K -4,760 -7%
JPMPWA
325
J.P. Morgan Private Wealth Advisors
California
$993K -$70.4K -4,336 -7%
11 12
13
14 15