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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 %
ACA
651
Atlas Capital Advisors
Wyoming
$12.7K +$12.7K +784 New
CMA
652
Cedar Mountain Advisors
Oregon
$11K -$2.56K -160 -19%
LGWM
653
Litman Gregory Wealth Management
California
$11K – – –
SQA
654
Simon Quick Advisors
New Jersey
$11K – – –
SCA
655
Stonebridge Capital Advisors
Minnesota
$11K +$11K +648 New
WAP
656
Wealthcare Advisory Partners
Pennsylvania
$11K +$11K +664 New
AWM
657
Aberdeen Wealth Management
Illinois
$10K – – –
GWS
658
Glassman Wealth Services
Virginia
$9K +$9K +560 New
PO
659
Private Ocean
California
$8K – – –
HFS
660
Hantz Financial Services
Michigan
$8K – – –
ME
661
McIlrath & Eck
Washington
$8K – – –
CAM
662
Costello Asset Management
Pennsylvania
$8K – – –
SWA
663
SOA Wealth Advisors
New York
$8K +$3.48K +216 +77%
HNB
664
Huntington National Bank
Ohio
$7K -$20K – –
CA
665
Clearstead Advisors
Ohio
$7K +$4.5K +288 +180%
AWM
666
Accel Wealth Management
Iowa
$7K +$7K +440 New
PMFA
667
Plante Moran Financial Advisors
Michigan
$7K +$7K +448 New
GWM
668
Geneos Wealth Management
Colorado
$5K -$101K -5,792 -95%
HR
669
Howe & Rusling
New York
$5K – – –
AWM
670
Activest Wealth Management
Florida
$5K +$5K +288 New
SL
671
Savior LLC
Massachusetts
$4K – – –
CCMW
672
Cypress Capital Management (Wyoming)
Wyoming
$4K +$4K +224 New
MA
673
MBA Advisors
Pennsylvania
$3.07K +$3.07K +189,240 New
MSFP
674
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
BCMIO
675
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
25 26
27
28 29