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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.67B
2
APP
Avantax Planning Partners
Iowa
$412M
3
FFN
Focus Financial Network
Minnesota
$0
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
326
NWAM LLC
Washington
$993K +$18.8K +1,160 +2%
AFA
327
Atlanta Financial Associates
Georgia
$984K – – –
HFA
328
Hoover Financial Advisors
Pennsylvania
$983K -$75.2K -4,480 -7%
BFA
329
Beacon Financial Advisory
Ohio
$983K – – –
KBFS
330
Kohmann Bosshard Financial Services
Ohio
$966K +$966K +59,552 New
KWM
331
Keebeck Wealth Management
Illinois
$964K +$652K +40,208 +209%
OFG
332
Omega Financial Group
California
$962K +$33.6K +2,072 +4%
VNA
333
Valley National Advisers
Pennsylvania
$955K – – –
B
334
Bailard
California
$953K -$358K -22,040 -27%
CPIG
335
Chicago Partners Investment Group
Illinois
$950K +$58.7K +3,328 +7%
WWM
336
Windsor Wealth Management
Indiana
$946K +$519 +32 +0.1%
NS
337
Newman & Schimel
Illinois
$935K +$22.6K +1,392 +2%
FC
338
Fusion Capital
South Carolina
$934K -$48.9K -3,016 -5%
JC
339
Jentner Corp
Ohio
$929K -$19K -1,168 -2%
SWM
340
Southern Wealth Management
Texas
$929K -$1.95K -120 -0.2%
SNBOSD
341
Security National Bank of So Dak
Iowa
$928K -$10.2K -632 -1%
William Blair & Company
342
William Blair & Company
Illinois
$919K -$7.14K -440 -0.8%
FA
343
FC Advisory
Pennsylvania
$915K -$5.06K -312 -0.6%
CAG
344
Compass Advisory Group
New York
$912K +$389 +24 +0%
Northern Trust
345
Northern Trust
Illinois
$908K +$9.73K +600 +1%
FWM
346
Frontier Wealth Management
Missouri
$893K -$35.8K -2,208 -4%
AFG
347
Alterity Financial Group
Maine
$879K +$879K +93,952 New
AWM
348
Avior Wealth Management
Nebraska
$866K +$259 +16 +0%
MA
349
MONECO Advisors
Connecticut
$864K +$864K +53,248 New
JIC
350
Johnson Investment Counsel
Ohio
$837K -$5.19K -320 -0.6%
12 13
14
15 16