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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
$342M
2
TIM
Total Investment Management
Arizona
$40.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$179M
4
FEG
Fund Evaluation Group
Ohio
$170M
5
WIA
World Investment Advisors
California
$19.4M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.67B
2
APP
Avantax Planning Partners
Iowa
$412M
3
FFN
Focus Financial Network
Minnesota
$0
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTB
601
Country Trust Bank
Illinois
$65K – – –
RPCA
602
Running Point Capital Advisors
California
$61K +$60.5K +3,744 +11,700%
SFPG
603
Stonebridge Financial Planning Group
Florida
$60K +$60K +3,480 New
TCM
604
TD Capital Management
Tennessee
$59K +$41.2K +2,528 +231%
TPCW
605
TD Private Client Wealth
New York
$58.1K – – –
MAWCM
606
Mine & Arao Wealth Creation & Management
California
$55K – – –
MWP
607
Meridian Wealth Partners
Pennsylvania
$54K – – –
MF
608
Manchester Financial
California
$53K -$4.29K -264 -7%
AF
609
Allworth Financial
California
$53K +$53K +3,288 New
FA
610
Faithward Advisors
Pennsylvania
$53K +$53K +3,288 New
LWA
611
Lowe Wealth Advisors
Maryland
$52K -$28K -1,720 -35%
BCM
612
Blume Capital Management
California
$52K – – –
CFA
613
Carroll Financial Associates
North Carolina
$48K – – –
MWC
614
MBM Wealth Consultants
Missouri
$47K – – –
LWANC
615
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K – – –
DWP
616
Destiny Wealth Partners
Florida
$46K – – –
WWM
617
Wolff Wiese Magana
California
$44K – – –
BAM
618
Barrett Asset Management
New York
$44K – – –
Citigroup
619
Citigroup
New York
$43K -$41.1K -2,544 -49%
RDFA
620
Ritter Daniher Financial Advisory
Ohio
$42K -$5.43K -336 -11%
CHC
621
City Holding Co
West Virginia
$42K +$42K +2,608 New
WT
622
Washington Trust
Rhode Island
$39K – – –
TCWA
623
Ten Capital Wealth Advisors
Washington
$37K +$37K +2,304 New
CCA
624
Column Capital Advisors
Indiana
$34K -$128 -8 -0.4%
BAM
625
Bellevue Asset Management
Washington
$33K – – –
23 24
25
26 27