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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
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 %
MA
126
Mutual Advisors
Nebraska
$8.25M +$2.75M +169,280 +50%
GC
127
Garde Capital
Washington
$8.16M -$515K -31,744 -6%
GGI
128
GPM Growth Investors
Michigan
$8.07M -$2.19M -134,720 -21%
LWM
129
Laidlaw Wealth Management
New York
$7.91M -$753K -46,416 -9%
SFA
130
Souders Financial Advisors
Ohio
$7.85M -$3.17M -195,552 -29%
BFG
131
Berger Financial Group
Minnesota
$7.8M -$1.9M -117,264 -20%
MWM
132
MinichMacGregor Wealth Management
New York
$7.68M +$825K +50,888 +12%
OWM
133
Opes Wealth Management
California
$7.57M +$607K +37,408 +9%
SFWC
134
Strategic Family Wealth Counselors
New Jersey
$7.55M -$26.5K -1,632 -0.3%
SCP
135
Shorepoint Capital Partners
Massachusetts
$7.37M -$82.7K -5,096 -1%
BWM
136
BerganKDV Wealth Management
Minnesota
$7.31M -$137K -8,432 -2%
MA
137
Modus Advisors
Minnesota
$7.28M +$12.5K +768 +0.2%
OCM
138
One Capital Management
California
$7.19M -$1.43K -88 -0%
EFG
139
Everhart Financial Group
Ohio
$7.13M -$233K -14,360 -3%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$7.12M -$145K -8,960 -2%
TWP
141
Total Wealth Planning
Ohio
$6.96M +$173K +10,640 +3%
VCA
142
Verdence Capital Advisors
Maryland
$6.92M +$225K +13,840 +3%
YIA
143
YHB Investment Advisors
Connecticut
$6.92M +$301K +17,128 +5%
GIA
144
Gladstone Institutional Advisory
Florida
$6.84M +$981K +60,480 +17%
CI
145
CX Institutional
Indiana
$6.83M +$3.22M +198,512 +89%
SWP
146
Stratos Wealth Partners
Ohio
$6.75M +$365K +22,520 +6%
ACM
147
AlphaStar Capital Management
North Carolina
$6.75M +$194K +11,968 +3%
HCM
148
Hengehold Capital Management
Ohio
$6.55M -$3.06M -188,896 -32%
CSPIA
149
Cary Street Partners Investment Advisory
Virginia
$6.36M +$397K +24,496 +7%
CCM
150
Coldstream Capital Management
Washington
$6.27M -$14.9K -920 -0.2%
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