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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 %
EE
426
EWG Elevate
California
$492K -$3.2M -197,064 -87%
ACG
427
Allen Capital Group
Nebraska
$489K -$215K -13,264 -31%
AFS
428
Access Financial Services
Minnesota
$488K – – –
PGAM
429
Princeton Global Asset Management
New Jersey
$487K -$39K -2,400 -7%
LFAS
430
Level Four Advisory Services
Texas
$486K – – –
EW
431
Element Wealth
Mississippi
$485K -$1.19M -73,128 -71%
TWA
432
TCI Wealth Advisors
Arizona
$482K -$26.6K -1,640 -5%
SHA
433
Seneca House Advisors
Virginia
$480K -$363K -22,384 -43%
DWM
434
Destination Wealth Management
California
$478K +$25.7K +1,584 +6%
CSIC
435
Clifford Swan Investment Counsel
California
$475K – – –
AA
436
Apriem Advisors
California
$470K -$75.3K -4,640 -14%
GWM
437
Gray Wealth Management
Maine
$469K -$130 -8 -0%
KA
438
Klingman & Associates
New York
$461K -$5.83K -360 -1%
DY
439
Dowling & Yahnke
California
$457K +$29.6K +1,824 +7%
FSWA
440
Financial Synergies Wealth Advisors
Texas
$450K +$519 +32 +0.1%
AP
441
Advisor Partners
California
$449K – – –
TF
442
Trek Financial
Arizona
$447K – – –
LIM
443
Leavell Investment Management
Alabama
$445K -$1.56K -96 -0.3%
MWM
444
MBE Wealth Management
Wisconsin
$445K +$9.85K +608 +2%
BPB
445
Badgley, Phelps & Bell
Washington
$444K – – –
KeyBank National Association
446
KeyBank National Association
Ohio
$442K – – –
SW
447
SVB Wealth
Massachusetts
$434K +$390 +24 +0.1%
SB
448
Strategic Blueprint
Georgia
$434K +$434K +26,728 New
FRA
449
Front Row Advisors
California
$431K -$55.1K -3,392 -11%
NCM
450
Northwest Capital Management
Oregon
$425K +$519 +32 +0.1%
16 17
18
19 20