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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 %
CFB
576
Cullen/Frost Bankers
Texas
$166K – – –
TF
577
TimeScale Financial
Massachusetts
$161K +$161K +9,928 New
PB
578
Pinnacle Bancorp
Nebraska
$156K -$8.18K -504 -5%
IRC
579
Investors Research Corp
Georgia
$145K +$25.7K +1,584 +22%
Bessemer Group
580
Bessemer Group
New Jersey
$141K +$141K +8,720 New
TCWM
581
Total Clarity Wealth Management
Illinois
$140K +$140K +8,640 New
EVM
582
Eaton Vance Management
Massachusetts
$129K -$397K -24,424 -75%
TRCT
583
Tower Research Capital (TRC)
New York
$126K +$113K +6,944 +859%
GT
584
Glenmede Trust
Pennsylvania
$125K – – –
FF
585
FourThought Financial
Florida
$125K – – –
IF
586
Ironwood Financial
Arizona
$121K -$2.21K -136 -2%
BW
587
Bison Wealth
Georgia
$110K +$389 +24 +0.4%
APWA
588
Atlas Private Wealth Advisors
New Jersey
$107K – – –
RG
589
Retirement Group
California
$101K +$129 +8 +0.1%
PC
590
Permanens Capital
New York
$97K – – –
GI
591
Gradient Investments
Minnesota
$96K – – –
AP
592
Atwood & Palmer
Missouri
$96K +$96K +5,888 New
PK
593
Pflug Koory
Nebraska
$89K – – –
FBT
594
First Bank & Trust
South Dakota
$80K – – –
AIP
595
Ameritas Investment Partners
Nebraska
$78K – – –
CWP
596
Concord Wealth Partners
Virginia
$73K +$26.2K +1,616 +56%
DI
597
Disciplined Investments
Oklahoma
$69K -$11.9K -736 -15%
BlackRock
598
BlackRock
New York
$67K +$7.39K +456 +12%
LFG
599
Larson Financial Group
Missouri
$67K +$22.7K +1,392 +51%
NG
600
NWK Group
California
$66K – – –
22 23
24
25 26