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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 %
LK
551
Lumbard & Kellner
New Hampshire
$226K +$226K +12,952 New
CCM
552
Carlson Capital Management
Minnesota
$221K – – –
RJT
553
Raymond James Trust
Florida
$219K – – –
CNC
554
Canandaigua National Corp
New York
$219K +$219K +13,488 New
LWA
555
Lenox Wealth Advisors
New York
$217K – – –
WP
556
WealthPLAN Partners
Nebraska
$217K +$273 +16 +0.1%
RC
557
RegentAtlantic Capital
New Jersey
$215K – – –
JFGIW
558
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$215K +$215K +13,232 New
Lido Advisors
559
Lido Advisors
California
$214K -$389 -24 -0.2%
ECM
560
Exchange Capital Management
Michigan
$214K – – –
VDI
561
Vaughan David Investments
Illinois
$213K -$136K -8,368 -39%
BC
562
Burney Company
Virginia
$213K – – –
TCM
563
Tradewinds Capital Management
Washington
$209K -$11.8K -728 -5%
MAFM
564
Mid Atlantic Financial Management
Pennsylvania
$209K +$209K +12,872 New
EWM
565
Evermay Wealth Management
Virginia
$208K -$16.2K -1,000 -7%
LNWTC
566
Laird Norton Wetherby Trust Company
Washington
$207K – – –
OAM
567
Oppenheimer Asset Management
New York
$206K -$1.56K -96 -0.8%
FMTC
568
Farmers & Merchants Trust Company
California
$200K +$200K +12,336 New
PWM
569
Provident Wealth Management
Tennessee
$191K -$139K -8,536 -42%
CFO
570
CVA Family Office
Colorado
$188K – – –
Fifth Third Bancorp
571
Fifth Third Bancorp
Ohio
$185K – – –
Bank of Montreal
572
Bank of Montreal
Ontario, Canada
$175K -$150K -8,768 -46%
AIM
573
Anchor Investment Management
South Carolina
$173K – – –
PAI
574
Pittenger & Anderson Inc
Nebraska
$171K -$25.9K -1,600 -13%
GAM
575
Grandview Asset Management
Pennsylvania
$169K +$169K +10,392 New
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23
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