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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 %
IA
401
Insight Advisors
Pennsylvania
$573K +$573K +32,816 New
SWM
402
Segment Wealth Management
Texas
$572K +$3.5K +216 +0.6%
GC
403
Gratus Capital
Georgia
$570K -$94K -5,800 -14%
FIG
404
FundX Investment Group
California
$568K -$89.8K -5,536 -14%
MWA
405
Martel Wealth Advisors
Washington
$563K +$20.5K +2,016 +4%
VFA
406
Valeo Financial Advisors
Indiana
$561K – – –
RIS
407
Retirement Income Solutions
Michigan
$560K – – –
SWA
408
Sutton Wealth Advisors
Florida
$558K – – –
UB
409
UMB Bank
Missouri
$555K -$22.5K -1,384 -4%
AMCA
410
Arthur M. Cohen & Associates
Illinois
$554K – – –
WWM
411
WT Wealth Management
Arizona
$551K -$168K -10,360 -23%
LRPA
412
L. Roy Papp & Associates
Arizona
$549K -$69K -4,256 -11%
DT
413
Diversified Trust
Tennessee
$544K -$20.8K -1,280 -4%
CWC
414
Carolinas Wealth Consulting
North Carolina
$528K – – –
BWM
415
BCS Wealth Management
Tennessee
$518K -$77.3K -4,760 -13%
CWM
416
Cabot Wealth Management
Massachusetts
$514K -$40.4K -2,488 -7%
Baird Financial Group
417
Baird Financial Group
Wisconsin
$512K +$193K +11,880 +60%
FCA
418
FinTrust Capital Advisors
South Carolina
$507K -$5.71K -352 -1%
AWE
419
Avidian Wealth Enterprises
Texas
$506K – – –
RIM
420
Regent Investment Management
Kentucky
$506K +$4.41K +272 +0.9%
Bank of New York Mellon
421
Bank of New York Mellon
New York
$502K -$53.9K -3,320 -10%
SAM
422
SignalPoint Asset Management
Missouri
$499K -$15.6K -960 -3%
FPW
423
Flagship Private Wealth
Massachusetts
$498K – – –
LFS
424
Lutz Financial Services
Nebraska
$497K +$130 +8 +0%
CCM
425
Crew Capital Management
Ohio
$493K +$493K +30,368 New
15 16
17
18 19