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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 %
EK
476
Evensky & Katz
Florida
$372K – – –
SA
477
SRH Advisors
Kansas
$369K – – –
AMM
478
American Money Management
California
$367K +$389 +24 +0.1%
SCA
479
Strategic Capital Advisers
Colorado
$367K +$778 +48 +0.2%
TPW
480
Tiller Private Wealth
Pennsylvania
$366K – – –
PCM
481
Pennsylvania Capital Management
Pennsylvania
$362K -$36K -2,216 -9%
AI
482
Accredited Investors
Minnesota
$362K – – –
FTUS
483
Flow Traders U.S.
New York
$361K +$361K +22,280 New
RWA
484
Redhawk Wealth Advisors
Minnesota
$359K +$4.41K +272 +1%
HI
485
Hudock Inc
Pennsylvania
$357K +$30.2K +1,864 +9%
MI
486
Moneywise Inc
Virginia
$356K -$20.8K -1,280 -6%
CAM
487
Cubic Asset Management
Massachusetts
$354K – – –
FHA
488
Flagship Harbor Advisors
Massachusetts
$343K +$389 +24 +0.1%
CBT
489
Capital Bank & Trust
California
$343K +$50.7K +3,120 +17%
MWM
490
Modera Wealth Management
New Jersey
$338K – – –
AGA
491
Arkos Global Advisors
Texas
$338K – – –
ZIM
492
Zacks Investment Management
Illinois
$337K -$53.3K -3,288 -14%
Brown Advisory
493
Brown Advisory
Maryland
$336K – – –
CS
494
Capital Square
Tennessee
$336K +$336K +19,512 New
JPMorgan Chase & Co
495
JPMorgan Chase & Co
New York
$334K -$130 -8 -0%
CSIA
496
Charles Schwab Investment Advisory
California
$333K +$333K +20,520 New
TP
497
Tranquility Partners
Tennessee
$332K +$130 +8 +0%
CAM
498
Crestone Asset Management
Colorado
$325K -$101K -6,256 -24%
CHP
499
Cable Hill Partners
Oregon
$324K +$520 +32 +0.2%
MWM
500
Mission Wealth Management
California
$322K – – –
18 19
20
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