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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 %
IFWM
176
Institute for Wealth Management
Colorado
$4.74M -$53.1K -3,272 -1%
SAM
177
Smithbridge Asset Management
Pennsylvania
$4.7M +$140K +8,640 +3%
MML Investors Services
178
MML Investors Services
Massachusetts
$4.69M +$107K +6,600 +2%
AWM
179
AE Wealth Management
Kansas
$4.68M +$804K +49,584 +21%
MAG
180
Mayfair Advisory Group
Alabama
$4.65M +$411K +24,904 +10%
SFG
181
Sovereign Financial Group
Connecticut
$4.48M +$44.5K +2,744 +1%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$4.47M -$432K -26,648 -9%
VC
183
Veery Capital
Delaware
$4.46M -$2.47K -152 -0.1%
BDWCC
184
B&D White Capital Company
Texas
$4.42M +$772K +48,240 +21%
SCM
185
Spreng Capital Management
Ohio
$4.41M +$1.15M +71,056 +35%
OPA
186
Old Port Advisors
Maine
$4.29M -$164K -10,128 -4%
SBSB
187
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.2M +$799K +49,264 +23%
PAS
188
Park Avenue Securities
New York
$4.2M +$1.71M +105,384 +69%
CFA
189
Cahill Financial Advisors
Minnesota
$4.17M -$72.8K -4,488 -2%
CG
190
Colony Group
Massachusetts
$4.13M -$57.4K -3,536 -1%
CA
191
Cambridge Advisors
Nebraska
$4.13M -$162K -9,984 -4%
TWM
192
TriaGen Wealth Management
California
$4.12M +$910K +56,096 +28%
GWA
193
GGM Wealth Advisors
Maryland
$4.12M -$830K -47,568 -17%
JWBC
194
John W. Brooker & Co
California
$4.08M +$295K +18,176 +8%
AWS
195
AJ Wealth Strategies
New York
$3.98M -$312K -19,232 -7%
RA
196
RFG Advisory
Alabama
$3.97M -$1.88M -115,816 -32%
ISWM
197
Independent Solutions Wealth Management
New York
$3.96M +$242K +14,904 +7%
CFO
198
Collective Family Office
Pennsylvania
$3.95M -$3.78M -232,968 -49%
IAS
199
IMA Advisory Services
Colorado
$3.93M -$178K -10,952 -4%
IWC
200
Integrated Wealth Concepts
Massachusetts
$3.93M +$148K +9,128 +4%
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8
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