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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 %
CGFA
151
Colton Groome Financial Advisors
North Carolina
$6.23M -$3.24M -199,808 -34%
DAS
152
Dynamic Advisor Solutions
Arizona
$6.03M -$114K -7,024 -2%
AIM
153
AMI Investment Management
Indiana
$5.94M -$86K -5,304 -1%
MAS
154
Madden Advisory Services
Florida
$5.92M -$84.1K -5,184 -1%
LFA
155
Lighthouse Financial Advisors
Maryland
$5.83M +$570K +35,168 +11%
MAM
156
McCarthy Asset Management
California
$5.82M +$179K +11,032 +3%
DFA
157
DHJJ Financial Advisors
Illinois
$5.8M +$73.7K +4,544 +1%
SCM
158
Southport Capital Management
Tennessee
$5.78M +$2.75M +169,528 +91%
RRC
159
Relaxing Retirement Coach
Massachusetts
$5.75M -$14.1K -872 -0.2%
WSTAM
160
Wilbanks Smith & Thomas Asset Management
Virginia
$5.59M -$874K -53,888 -14%
SWM
161
Sculati Wealth Management
Michigan
$5.45M +$58.9K +3,632 +1%
ASN
162
Advisory Services Network
Georgia
$5.41M +$687K +42,328 +15%
SS
163
Sunbelt Securities
Texas
$5.4M +$46.3K +2,856 +0.9%
MAS
164
Managed Account Services
Florida
$5.35M -$79.9K -4,928 -1%
AF
165
Advisornet Financial
Minnesota
$5.34M +$346K +21,320 +7%
SWM
166
SeaCrest Wealth Management
New York
$5.19M -$30.8K -1,896 -0.6%
RFA
167
Reilly Financial Advisors
California
$5.15M +$39.1K +2,408 +0.8%
GPFA
168
Game Plan Financial Advisors
Ohio
$5.13M -$302K -18,520 -6%
SPI
169
Santori & Peters Inc
Pennsylvania
$5.07M +$178K +10,960 +4%
RWM
170
Reston Wealth Management
Virginia
$5.06M +$63.8K +3,936 +1%
AI
171
Atria Investments
North Carolina
$4.93M -$4.26M -262,720 -46%
LC
172
LCNB Corp
Ohio
$4.9M +$278K +17,152 +6%
SFS
173
Sowell Financial Services
Arkansas
$4.88M +$2.82M +165,560 +137%
SFG
174
Sage Financial Group
Pennsylvania
$4.84M -$413K -25,432 -8%
FPFS
175
First Personal Financial Services
North Carolina
$4.76M -$323K -19,880 -6%
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