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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 %
EWA
201
EP Wealth Advisors
California
$3.93M -$850K -52,392 -18%
RJA
202
Raymond James & Associates
Florida
$3.88M -$126K -7,776 -3%
CMP
203
Courage Miller Partners
Virginia
$3.86M -$11.2K -688 -0.3%
BSW
204
Buckingham Strategic Wealth
Missouri
$3.85M -$222K -13,680 -5%
CA
205
Cetera Advisors
Colorado
$3.8M -$484K -29,816 -11%
JPLA
206
Joseph P. Lucia & Associates
New York
$3.78M +$73.2K +4,512 +2%
FAIM
207
Financial Advocates Investment Management
Washington
$3.72M +$922K +56,864 +33%
IA
208
IFP Advisors
Florida
$3.71M +$481K +29,664 +15%
BC
209
Burleson & Co
California
$3.65M +$32.2K +1,984 +0.9%
AWM
210
Apollon Wealth Management
South Carolina
$3.56M +$2.77M +171,040 +355%
CFGS
211
Concourse Financial Group Securities
Alabama
$3.49M +$561K +34,608 +19%
FANJ
212
Financial Architects (New Jersey)
New Jersey
$3.48M +$161K +9,936 +5%
KWM
213
Kingsview Wealth Management
Oregon
$3.47M -$306K -18,528 -8%
MS
214
Madden Securities
Texas
$3.37M -$415K -25,568 -11%
PFWA
215
Paces Ferry Wealth Advisors
Georgia
$3.34M +$549K +33,816 +20%
HA
216
HC Advisors
Georgia
$3.33M +$155K +9,528 +5%
SW
217
SkyOak Wealth
Michigan
$3.24M +$460K +26,152 +17%
ATWA
218
Arbor Trust Wealth Advisors
Michigan
$3.23M +$752K +46,440 +30%
IA
219
IndexIQ Advisors
New York
$3.23M -$839K -51,688 -21%
LWAC
220
Laurel Wealth Advisors (California)
California
$3.21M -$5.63M -346,928 -64%
FVWA
221
Foster Victor Wealth Advisors
South Carolina
$3.12M -$3.34M -191,528 -52%
AFP
222
Ausdal Financial Partners
Iowa
$3.06M +$693K +42,704 +29%
HWA
223
HCR Wealth Advisors
California
$3.04M -$703K -43,352 -19%
RFM
224
Royal Fund Management
Florida
$3.01M +$680K +41,928 +29%
US Bancorp
225
US Bancorp
Minnesota
$2.99M -$125K -7,712 -4%
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9
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