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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
+$48.8M
2
TIM
Total Investment Management
Arizona
+$40.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.2M
4
FEG
Fund Evaluation Group
Ohio
+$32.8M
5
WIA
World Investment Advisors
California
+$18M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$101M
2
APP
Avantax Planning Partners
Iowa
-$69M
3
FFN
Focus Financial Network
Minnesota
-$56.1M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$55.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
451
PNC Financial Services Group
Pennsylvania
$423K -$198K -12,184 -32%
TAIM
452
TD Ameritrade Investment Management
Nebraska
$423K – – –
WCM
453
Whitener Capital Management
North Carolina
$423K +$16.1K +992 +4%
APSP
454
Asset Planning Services (Pennsylvania)
Pennsylvania
$418K – – –
FG
455
Foster Group
Iowa
$414K – – –
DWT
456
Dorsey & Whitney Trust
South Dakota
$408K – – –
BDFN
457
Bond & Devick Financial Network
Minnesota
$408K – – –
AAS
458
Annex Advisory Services
Wisconsin
$407K -$45.3K -2,800 -10%
CI
459
Chartist Inc
California
$406K -$223K -13,440 -35%
CIR
460
Clear Investment Research
Georgia
$403K – – –
JCM
461
Jacobsen Capital Management
Utah
$402K -$170K -10,456 -30%
IIC
462
Integrated Investment Consultants
Michigan
$402K – – –
1832 Asset Management
463
1832 Asset Management
Ontario, Canada
$402K – – –
AWA
464
Acorn Wealth Advisors
Michigan
$397K +$14.8K +912 +4%
KA
465
Kovack Advisors
Florida
$393K +$393K +24,248 New
KIA
466
KCM Investment Advisors
California
$389K -$32.5K -2,000 -8%
GLA
467
Good Life Advisors
Pennsylvania
$388K -$8.3K -512 -2%
SCM
468
SOL Capital Management
Maryland
$387K -$133K -8,200 -26%
BI
469
Berkeley Inc
Idaho
$386K -$10.8K -664 -3%
PIMG
470
Patriot Investment Management Group
Tennessee
$386K +$386K +23,832 New
CIA
471
Capital Investment Advisors
Georgia
$385K -$24.6K -1,520 -6%
ACA
472
Aptus Capital Advisors
Alabama
$382K +$273K +16,856 +251%
HWA
473
Heritage Wealth Advisors
Virginia
$380K – – –
DCM
474
Donaldson Capital Management
Indiana
$379K – – –
APW
475
Aurora Private Wealth
New Jersey
$373K -$20.6K -1,272 -5%
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19
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