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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 %
LJAC
351
L.J. Altfest & Co
New York
$834K +$260 +16 +0%
IF
352
Intrua Financial
Texas
$831K +$831K +47,264 New
WA
353
Wealth Architects
California
$829K -$31.3K -1,928 -4%
MCM
354
MAI Capital Management
Ohio
$815K +$123K +7,568 +18%
SHJ
355
Sharkey, Howes & Javer
Colorado
$813K – – –
VFIC
356
Valley Forge Investment Consultants
Pennsylvania
$813K +$179K +11,024 +28%
CFD
357
Creative Financial Designs
Indiana
$804K +$321K +19,768 +66%
BRWA
358
B. Riley Wealth Advisors
Florida
$804K +$419K +25,792 +109%
Wealth Enhancement Advisory Services
359
Wealth Enhancement Advisory Services
Minnesota
$798K +$48.7K +2,896 +7%
MOS
360
MGO One Seven
Ohio
$798K +$129K +7,960 +19%
Cerity Partners
361
Cerity Partners
New York
$787K -$49K -3,024 -6%
OPWM
362
Oxinas Partners Wealth Management
Indiana
$786K +$67.2K +4,144 +9%
YWP
363
YorkBridge Wealth Partners
New York
$779K -$23.9K -1,472 -3%
SIAG
364
Signet Investment Advisory Group
Rhode Island
$774K +$244K +15,056 +46%
AWA
365
Arkadios Wealth Advisors
Georgia
$770K -$335K -20,664 -30%
RF
366
Rollins Financial
Georgia
$755K -$25.5K -1,568 -3%
OC
367
Oarsman Capital
Wisconsin
$750K -$141K -8,672 -16%
CWM
368
Cedar Wealth Management
California
$746K – – –
PP
369
Pegasus Partners
Wisconsin
$734K +$237K +14,616 +48%
S
370
SignatureFD
Georgia
$725K -$123K -7,576 -14%
BAM
371
Belpointe Asset Management
Nevada
$722K +$98.5K +6,072 +16%
SWM
372
Spire Wealth Management
Virginia
$720K +$720K +44,376 New
CCB
373
Cutter & Co Brokerage
Missouri
$717K +$649 +40 +0.1%
PCA
374
Personal Capital Advisors
California
$712K +$66.6K +4,104 +10%
WIC
375
Whitegate Investment Counselors
New Hampshire
$708K -$220K -13,544 -24%
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