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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 %
WANY
526
Wealthspire Advisors (New York)
New York
$263K +$1.56K +96 +0.6%
PS
527
Portfolio Solutions
Michigan
$263K +$263K +16,224 New
CAI
528
Capital Advisors Inc
Oklahoma
$261K – – –
FHA
529
First Horizon Advisors
Tennessee
$259K – – –
Neuberger Berman Group
530
Neuberger Berman Group
New York
$258K -$75.3K -4,648 -23%
CCT
531
Country Club Trust
Missouri
$256K – – –
TSS
532
Two Sigma Securities
New York
$256K +$256K +15,760 New
PA
533
PSI Advisors
Florida
$249K -$34K -2,104 -12%
VHAM
534
Van Hulzen Asset Management
California
$248K -$64.9K -4,000 -21%
RWM
535
Ritholtz Wealth Management
New York
$245K -$315K -19,432 -56%
RA
536
Rodgers & Associates
Pennsylvania
$243K -$111K -6,800 -31%
AIM
537
Aspen Investment Management
Michigan
$242K +$259 +16 +0.1%
AF
538
Apexium Financial
Texas
$241K – – –
IC
539
IEQ Capital
California
$241K +$241K +14,824 New
PA
540
Parallel Advisors
California
$239K – – –
CRC
541
Curi RMB Capital
Illinois
$235K -$75K -4,616 -24%
FA
542
Fagan Associates
New York
$234K -$2.19M -134,696 -90%
DAM
543
Delta Asset Management
Tennessee
$234K – – –
HWM
544
Hohimer Wealth Management
Washington
$234K – – –
WS
545
Wedbush Securities
California
$233K +$26.8K +1,648 +13%
NNP
546
Nachman Norwood & Parrott
South Carolina
$232K – – –
GSWM
547
Golden State Wealth Management
California
$231K – – –
FWI
548
Facet Wealth Inc
Maryland
$230K +$230K +14,168 New
BC
549
Brio Consultants
California
$228K – – –
SFWA
550
Summit Financial Wealth Advisors
Louisiana
$227K +$227K +14,120 New
20 21
22
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