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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.

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
1
Mather Group
Illinois
$342M
2
TIM
2
Total Investment Management
Arizona
$40.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$179M
4
FEG
4
Fund Evaluation Group
Ohio
$170M
5
WIA
5
World Investment Advisors
California
$19.4M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.67B
2
APP
2
Avantax Planning Partners
Iowa
$412M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$22.9M -$2.42M -149,328 -10%
CCMG
52
Clark Capital Management Group
Pennsylvania
$22.4M +$12.4M +765,208 +124%
RCA
53
Reitz Capital Advisors
Michigan
$22.3M -$3.38M -208,152 -13%
TWM
54
Tradition Wealth Management
Minnesota
$22.3M -$942K -58,096 -4%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$22.2M -$28.9M – –
SAM
56
Summit Asset Management
Tennessee
$21.7M -$526K -32,408 -2%
NCMW
57
Northern Capital Management (Washington)
Washington
$21.4M +$437K +26,968 +2%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$20.7M +$446K +27,464 +2%
NFG
59
Nadler Financial Group
Illinois
$20.6M +$640K +39,440 +3%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$20.3M -$946K -58,288 -4%
MFGP
61
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.4M -$5.06K -312 -0%
WIA
62
World Investment Advisors
California
$19.4M +$18M +1,095,008 +1,305%
HG
63
Harbor Group
New Hampshire
$18.8M -$498K -28,776 -3%
VFA
64
Voya Financial Advisors
Connecticut
$18.7M -$78.9K -4,936 -0.4%
ASI
65
Advisory Services & Investments
Oregon
$18.5M +$18.5M +1,140,624 New
SAMC
66
Spectrum Asset Management (California)
California
$18.1M +$294K +18,136 +2%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$17.9M +$6.72M +414,072 +60%
SDWMA
68
Schneider Downs Wealth Management Advisors
Pennsylvania
$17.9M +$1.79M +110,544 +11%
XF
69
XML Financial
Maryland
$17.4M +$300K +18,472 +2%
BPA
70
Beacon Pointe Advisors
California
$17.2M -$541K -33,336 -3%
GIA
71
GHP Investment Advisors
Colorado
$17.1M +$231K +14,232 +1%
GB
72
Goepper Burkhardt
South Carolina
$17M -$363K -22,392 -2%
BA
73
Ballast Advisors
Minnesota
$16.8M -$137K -8,432 -0.8%
PWS
74
Private Wealth Strategies
Ohio
$16.3M +$16.3M +1,004,920 New
DP
75
Denver PWM
Colorado
$16.2M +$212K +14,728 +1%
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