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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 %
SSWG
626
Seven Springs Wealth Group
Tennessee
$32K -$19.8K -1,240 -38%
WTC
627
WhitTier Trust Company
Nevada
$31K – – –
FMP
628
Financial Management Professionals
Texas
$30K -$7.37K -456 -20%
HWM
629
HighMark Wealth Management
Minnesota
$27K – – –
FPB
630
First PREMIER Bank
South Dakota
$26K – – –
LWM
631
Liberty Wealth Management
California
$26K – – –
FFA
632
Freedman Financial Associates
Massachusetts
$26K – – –
CAL
633
Capital Analysts LLC
Pennsylvania
$26K +$26K +1,616 New
BFEC
634
Benjamin F. Edwards & Company
Missouri
$25K +$5.26K +320 +27%
WP
635
WealthShield Partners
North Carolina
$25K +$25K +1,552 New
FCFS
636
First Command Financial Services
Texas
$23K – – –
FCB
637
First Command Bank
Texas
$23K – – –
RWB
638
RMR Wealth Builders
New Jersey
$23K +$23K +1,400 New
QCG
639
Quadrant Capital Group
Ohio
$22K – – –
FCMT
640
Founders Capital Management (Texas)
Texas
$22K +$127 +8 +0.6%
CTC
641
Central Trust Company
Missouri
$21K – – –
GWSG
642
GPS Wealth Strategies Group
Colorado
$20K +$20K +1,272 New
IRAG
643
Investment Research & Advisory Group
Georgia
$19K – – –
CAAS
644
Capital Asset Advisory Services
Michigan
$18K +$12.1K +760 +207%
BFC
645
Bedel Financial Consulting
Indiana
$16K -$6.17K -392 -28%
OIA
646
Optimum Investment Advisors
Illinois
$14K – – –
AC
647
AlphaCore Capital
California
$14K +$2.75K +176 +24%
BWA
648
BDO Wealth Advisors
Florida
$13K -$147K -8,776 -92%
PA
649
Perennial Advisors
New York
$13K -$6.18K -392 -32%
SIC
650
Salem Investment Counselors
North Carolina
$13K – – –
24 25
26
27 28