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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 Market Value Shares Shares
Change 		Shares
Change %
SFA
76
Seneca Financial Advisors
New York
$15.1M 930,088 +24,656 +3%
CAN
77
Cetera Advisor Networks
California
$14.5M 893,200 +992 +0.1%
CP
78
Capital Planning
Washington
$14.3M 882,576 +18,688 +2%
LA
79
LVW Advisors
New York
$14.3M 882,216 +22,576 +3%
MGIA
80
Moneta Group Investment Advisors
Missouri
$14.1M 866,392 +39,856 +5%
WFA
81
Wipfli Financial Advisors
Wisconsin
$14M 863,496 +61,936 +8%
FFWA
82
FRG Family Wealth Advisors
Washington
$13.8M 849,568 +2,416 +0.3%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$13.7M 845,856 +8,280 +1%
SFMG
84
Sage Financial Management Group
Virginia
$13.7M 841,664 -66,544 -7%
MSFS
85
Main Street Financial Solutions
Pennsylvania
$13.3M 820,232 +256,992 +46%
FAN
86
Financial Advisors Network
California
$13.3M 818,112 +10,128 +1%
GSIS
87
Global Strategic Investment Solutions
Arizona
$13M 799,064 -569,584 -42%
AIA
88
Arcadia Investment Advisors
Idaho
$12.5M 771,768 -11,776 -2%
MCC
89
Money Concepts Capital
Florida
$12.5M 768,936 +589,048 +327%
AOG
90
Alpha Omega Group
Virginia
$12.3M 761,072 -43,864 -5%
FA
91
Fountainhead AM
New Jersey
$12.2M 752,352 +47,424 +7%
LB
92
Leo Brokerage
Texas
$12.1M 748,128 +95,192 +15%
FA
93
Financial Advisors
Massachusetts
$12.1M 743,408 +372,232 +100%
HB
94
Homrich & Berg
Georgia
$12M 742,296 -1,872 -0.3%
NRI
95
NFP Retirement Inc
California
$11.4M 700,520 +582,232 +492%
SWA
96
Stratos Wealth Advisors
Ohio
$11.2M 689,392 -20,456 -3%
PWSG
97
Pacific Wealth Strategies Group
California
$10.9M 674,896 +33,976 +5%
ACA
98
Ackerman Capital Advisors
Texas
$10.8M 668,200 -737,504 -52%
AIP
99
Almanack Investment Partners
Pennsylvania
$10.8M 664,752 -768,104 -54%
NWS
100
Newport Wealth Strategies
California
$10.7M 661,728 -38,384 -5%
2 3
4
5 6