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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 %
AIC
376
Ameritas Investment Company
Nebraska
$708K +$708K +43,616 New
LAIC
377
Lederer & Associates Investment Counsel
California
$707K -$73.3K -4,520 -9%
AA
378
Ancora Advisors
Ohio
$705K +$779 +48 +0.1%
BWA
379
Burt Wealth Advisors
Maryland
$701K -$3.89K -240 -0.6%
WG
380
Welch Group
Alabama
$691K -$49.5K -3,048 -7%
SFG
381
SevenBridge Financial Group
Pennsylvania
$690K +$102K +6,280 +17%
SFS
382
Summit Financial Strategies
Ohio
$681K – – –
WWM
383
Western Wealth Management
Colorado
$675K +$65.6K +4,048 +11%
AMG
384
Asset Management Group
Connecticut
$674K +$649 +40 +0.1%
CBFP
385
Cedar Brook Financial Partners
Ohio
$665K +$204K +12,560 +44%
SPIA
386
Steward Partners Investment Advisory
New York
$663K +$41.3K +2,544 +7%
PA
387
Paracle Advisors
Washington
$662K -$12.1K -744 -2%
OAJ
388
Ogorek Anthony Joseph
New York
$658K -$217K -13,384 -25%
FLA
389
Financial Life Advisors
Texas
$647K -$46.9K -2,888 -7%
CP
390
Camelot Portfolios
Ohio
$643K -$133K -8,184 -17%
HSA
391
HBK Sorce Advisory
Pennsylvania
$641K -$79.1K -4,872 -11%
MHS
392
M Holdings Securities
Oregon
$637K +$637K +39,240 New
LF
393
LifeSteps Financial
California
$615K +$130 +8 +0%
CAG
394
Csenge Advisory Group
Florida
$615K +$279K +16,184 +83%
CAM
395
Cozad Asset Management
Illinois
$606K – – –
CA
396
Calton & Associates
Florida
$587K -$71.7K -4,416 -11%
DW
397
Domani Wealth
Pennsylvania
$586K -$52.4K -3,232 -8%
AOWM
398
Alpha Omega Wealth Management
Virginia
$586K +$32.4K +2,000 +6%
GVAG
399
Great Valley Advisor Group
Delaware
$583K -$146K -9,016 -20%
IWA
400
IVC Wealth Advisors
Pennsylvania
$581K -$230K -14,176 -28%
14 15
16
17 18