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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 %
GWMIA
676
Global Wealth Management Investment Advisory
Florida
$3K – – –
LDFR
677
Lehman & Derafelo Financial Resources
Pennsylvania
$2K – – –
HCP
678
Hexagon Capital Partners
Arkansas
$1K -$1.11K -80 -53%
MA
679
Montag & Associates
Georgia
$1K +$1K +80 New
FFN
680
Focus Financial Network
Minnesota
– -$56.1M -3,497,824 Closed
Manulife (Manufacturers Life Insurance)
681
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$55.7M -3,468,848 Closed
PFG
682
Piershale Financial Group
Illinois
– -$21.8M -1,356,680 Closed
TI
683
Tidal Investments
Wisconsin
– -$14.4M -897,968 Closed
AAM
684
Ascension Asset Management
New York
– -$9.55M -595,136 Closed
PRS
685
Pinkerton Retirement Specialists
Idaho
– -$9.17M -570,984 Closed
TNA
686
True North Advisors
Texas
– -$4.63M -288,176 Closed
CCM
687
Ciovacco Capital Management
Georgia
– -$3.78M -235,416 Closed
Goldman Sachs
688
Goldman Sachs
New York
– -$2.67M -166,432 Closed
SS
689
Simplicity Solutions
Minnesota
– -$2.17M -135,248 Closed
BBA
690
BLB&B Advisors
Pennsylvania
– -$1.67M -104,304 Closed
AA
691
Argent Advisors
Louisiana
– -$1.57M -97,848 Closed
Renaissance Technologies
692
Renaissance Technologies
New York
– -$976K -60,800 Closed
LFA
693
Legend Financial Advisors
Pennsylvania
– -$868K -54,104 Closed
FI
694
FormulaFolio Investments
Michigan
– -$707K -44,016 Closed
CAN
695
Claraphi Advisory Network
United States
– -$449K -27,992 Closed
CDIA
696
Capital Directions Investment Advisors
Georgia
– -$369K -23,008 Closed
SIM
697
Sonora Investment Management
Arizona
– -$352K -21,928 Closed
RWM
698
RBA Wealth Management
California
– -$351K -21,856 Closed
IWM
699
IHT Wealth Management
Illinois
– -$274K -17,096 Closed
EHC
700
Everett Harris & Co
California
– -$270K -16,824 Closed
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