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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.

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
1
Mather Group
Illinois
$342M
2
TIM
2
Total Investment Management
Arizona
$40.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$179M
4
FEG
4
Fund Evaluation Group
Ohio
$170M
5
WIA
5
World Investment Advisors
California
$19.4M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.67B
2
APP
2
Avantax Planning Partners
Iowa
$412M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
26
Total Investment Management
Arizona
$40.7M +$40.7M +4,092,712 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$39.4M -$4.42M -272,184 -10%
FCI
28
Financial Counselors Inc
Kansas
$38M -$2.09M -128,760 -5%
MAG
29
Mokosak Advisory Group
Iowa
$36.3M -$1.62M -100,104 -4%
HI
30
Harbour Investments
Wisconsin
$35.8M +$35.8M +2,209,208 New
VWA
31
Visionary Wealth Advisors
Illinois
$35.6M +$3.58M +220,400 +11%
EFSCE
32
Enterprise Financial Services Corp (EFSC)
Missouri
$34.6M -$515K -31,728 -1%
TWM
33
Triton Wealth Management
Arizona
$34.2M -$229K -13,656 -0.7%
Bank of America
34
Bank of America
North Carolina
$33.4M +$11.5M +707,944 +52%
HWA
35
HHM Wealth Advisors
Tennessee
$33.2M +$641K +39,504 +2%
KLI
36
Kelman-Lazarov Inc
Tennessee
$32.8M +$162K +9,968 +0.5%
HighTower Advisors
37
HighTower Advisors
Illinois
$31.9M +$1.07M +65,808 +3%
TWP
38
Treybourne Wealth Planners
Indiana
$31.4M -$1.51M -93,208 -5%
MA
39
MUFG Americas
New York
$29.3M -$1.52M -93,672 -5%
PFM
40
Parsec Financial Management
North Carolina
$28.9M -$2.26M -139,576 -7%
I
41
INVST
Indiana
$28.7M +$2.32M +133,016 +9%
Wells Fargo
42
Wells Fargo
California
$28.4M -$1.9M -117,024 -6%
UBS Group
43
UBS Group
Switzerland
$28.4M -$2.08M -128,080 -7%
SWRP
44
Summit Wealth & Retirement Planning
California
$27.6M +$1.18M +72,888 +4%
KAS
45
Kestra Advisory Services
Texas
$27.4M -$28.9M -1,778,920 -51%
PAG
46
Private Advisor Group
New Jersey
$26.1M +$1.81M +111,688 +7%
PMG
47
ProVise Management Group
Florida
$25.9M -$1.08M -66,384 -4%
LFS
48
Legacy Financial Strategies
Kansas
$25.3M +$4.53M +279,320 +22%
SL
49
Systelligence LLC
Minnesota
$24.6M -$19.6M -1,209,384 -44%
CWA
50
Cornerstone Wealth Advisors
Minnesota
$23.7M +$23.7M +1,458,272 New
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