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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 %
RWM
101
RKL Wealth Management
Pennsylvania
$10.7M 660,848 -12,904 -2%
Creative Planning
102
Creative Planning
Kansas
$10.7M 657,368 -30,664 -4%
ACA
103
Affinity Capital Advisors
California
$10.6M 654,864 -164,688 -20%
FWP
104
FAS Wealth Partners
Kansas
$10.5M 644,136 +9,136 +1%
CCM
105
Covington Capital Management
California
$10.4M 643,136 -75,000 -10%
ACM
106
Alpha Capital Management
Texas
$10.4M 639,056 -8,224 -1%
PIP
107
Peachtree Investment Partners
Florida
$10.1M 625,608 -66,304 -10%
SAF
108
Smith Anglin Financial
Texas
$10.1M 621,736 -1,511,016 -71%
NDSI
109
Newman Dignan & Sheerar Inc
Rhode Island
$10.1M 621,584 -49,424 -7%
SFA
110
Sequoia Financial Advisors
Ohio
$9.96M 613,824 +40,360 +7%
HA
111
Harborview Advisors
Maine
$9.7M 597,912 -9,504 -2%
CFMC
112
Curbstone Financial Management Corp
New Hampshire
$9.68M 596,552 -24,800 -4%
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$9.58M 590,400 +11,040 +2%
MMA
114
Miracle Mile Advisors
California
$9.3M 573,264 +27,704 +5%
JWA
115
JFS Wealth Advisors
Pennsylvania
$9.19M 566,376 +16,192 +3%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$9.16M 564,448 +483,536 +598%
PCIA
117
Prime Capital Investment Advisors
Kansas
$9.04M 557,496 -62,080 -10%
RRWA
118
Rainey & Randall Wealth Advisors
Florida
$8.99M 554,096 +69,064 +14%
CFS
119
CRA Financial Services
New Jersey
$8.62M 531,192 +31,528 +6%
SPC
120
Sigma Planning Corp
Michigan
$8.48M 522,568 +104,712 +25%
GCP
121
Gill Capital Partners
Colorado
$8.34M 514,080 +9,776 +2%
RC
122
Rovin Capital
Arizona
$8.32M 513,024 -372,464 -42%
NFG
123
Northeast Financial Group
Pennsylvania
$8.3M 511,656 -5,344 -1%
CAG
124
Curtis Advisory Group
California
$8.27M 509,992 +28,128 +6%
CI
125
Conning Inc
Connecticut
$8.26M 509,336 +509,336 New
3 4
5
6 7