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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 %
PFP
501
Pinnacle Financial Partners
Tennessee
$315K – – –
PAM
502
Private Asset Management
California
$313K – – –
SW
503
SteelPeak Wealth
California
$311K -$19.3K -1,192 -6%
PGWM
504
Parisi Gray Wealth Management
New Jersey
$310K – – –
M&T Bank
505
M&T Bank
New York
$309K – – –
CPSAC
506
Chas P. Smith & Associates (CPS)
Florida
$309K – – –
OWP
507
Obermeyer Wealth Partners
Colorado
$308K – – –
Citadel Advisors
508
Citadel Advisors
Florida
$307K +$307K +18,928 New
LF
509
Lantz Financial
Illinois
$304K +$1.3K +80 +0.4%
PWM
510
Praetorian Wealth Management
California
$296K -$35.5K -2,192 -11%
RC
511
Roundview Capital
New Jersey
$291K – – –
NFG
512
Next Financial Group
Texas
$288K +$11.9K +736 +4%
TI
513
Truepoint Inc
Ohio
$285K +$285K +17,568 New
SCA
514
STALEY CAPITAL ADVISERS
Pennsylvania
$279K – – –
PA
515
Pinnacle Associates
New York
$275K +$8.04K +496 +3%
KCPG
516
Kavar Capital Partners Group
Kansas
$274K – – –
Marshall Wace
517
Marshall Wace
United Kingdom
$270K +$270K +16,640 New
W
518
WealthStone
Ohio
$268K -$130K -8,000 -33%
AW
519
ACG Wealth
Georgia
$268K – – –
MHR
520
Matthew Hamilton Rosenberg
$268K – – –
SFC
521
SYM Financial Corp
Indiana
$267K -$8.97K -552 -3%
CM
522
Columbus Macro
Pennsylvania
$266K -$25.8K -1,592 -9%
MC
523
Montag & Caldwell
Georgia
$265K -$201K -12,424 -43%
SSWM
524
Smith Salley Wealth Management
North Carolina
$265K – – –
PFA
525
Paradigm Financial Advisors
Missouri
$265K +$57.4K +3,536 +28%
19 20
21
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