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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 %
IA
701
Inspire Advisors
Idaho
– -$263K -16,368 Closed
EWM
702
Empirical Wealth Management
Washington
– -$260K -16,208 Closed
TI
703
Trexquant Investment
Connecticut
– -$222K -13,816 Closed
PPA
704
Parametric Portfolio Associates
Washington
– -$221K -13,784 Closed
SBIA
705
Sheaff Brock Investment Advisors
Indiana
– -$218K -13,600 Closed
NP
706
NorthRock Partners
Minnesota
– -$209K -12,992 Closed
ONB
707
Old National Bancorp
Indiana
– -$208K -12,952 Closed
ISL
708
Ingalls & Snyder LLC
New York
– -$205K -12,752 Closed
Fisher Asset Management
709
Fisher Asset Management
Washington
– -$202K -12,568 Closed
MCM
710
Manchester Capital Management
Vermont
– -$200K -12,456 Closed
HGWM
711
Harvest Group Wealth Management
Massachusetts
– -$141K -8,792 Closed
GM
712
GeoWealth Management
Illinois
– -$137K -8,520 Closed
CWM
713
Curi Wealth Management
North Carolina
– -$110K -6,864 Closed
Simplex Trading
714
Simplex Trading
Illinois
– -$98K -6,128 Closed
CG
715
Cutler Group
California
– -$51K -3,192 Closed
SWM
716
Selective Wealth Management
Virginia
– -$25K -1,552 Closed
CTFG
717
Capstone Triton Financial Group
Oklahoma
– -$23K -1,408 Closed
APC
718
Asset Planning Corporation
Tennessee
– -$21K -1,328 Closed
HF
719
Halpern Financial
Virginia
– -$14.5K -904 Closed
KCM
720
Kathmere Capital Management
Pennsylvania
– -$14K -888 Closed
First Manhattan
721
First Manhattan
New York
– -$3K -208 Closed
PS
722
Planned Solutions
California
– -$2K -96 Closed
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