SCHG icon

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
11.98%
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
HI
4
Harbour Investments
Wisconsin
$35.8M
5
FEG
5
Fund Evaluation Group
Ohio
$170M

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
KAS
5
Kestra Advisory Services
Texas
$27.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.67B 12,883,321 -781,994 -6%
APP
2
Avantax Planning Partners
Iowa
$412M 3,173,415 -531,664 -14%
MG
3
Mather Group
Illinois
$342M 2,634,597 +376,171 +17%
Osaic Holdings
4
Osaic Holdings
Arizona
$340M 2,618,663 -12,994 -0.5%
Mariner
5
Mariner
Kansas
$223M 1,718,036 -167,799 -9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$179M 1,377,714 +294,381 +27%
FEG
7
Fund Evaluation Group
Ohio
$170M 1,311,664 +253,118 +24%
FPCG
8
Fort Pitt Capital Group
Pennsylvania
$129M 997,565 +24,795 +3%
LPL Financial
9
LPL Financial
California
$99.5M 766,839 +4,459 +0.6%
SEI Investments
10
SEI Investments
Pennsylvania
$97.6M 760,064 – –
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$89.9M 692,708 +11,442 +2%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$87.2M 597,101 – –
UCFA
13
United Capital Financial Advisors
Texas
$84.7M 652,932 -29,804 -4%
KF
14
Krilogy Financial
Missouri
$81.3M 626,581 +27,318 +5%
MAM
15
Marquette Asset Management
Minnesota
$79.9M 615,355 -142,095 -19%
ML
16
McAdam LLC
Pennsylvania
$67.1M 516,794 +44,674 +9%
Truist Financial
17
Truist Financial
North Carolina
$65.3M 503,414 -22,649 -4%
AssetMark Inc
18
AssetMark Inc
California
$65.1M 501,752 -656 -0.1%
OIA
19
OneDigital Investment Advisors
Kansas
$58.2M 448,293 +19,364 +5%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$53M 408,667 -17,750 -4%
GAM
21
Gemmer Asset Management
California
$50.3M 387,821 +20,403 +6%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$49M 377,263 +128,153 +51%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$46.9M 361,255 -112,439 -24%
Ameriprise
24
Ameriprise
Minnesota
$46.8M 360,622 +17,138 +5%
Morgan Stanley
25
Morgan Stanley
New York
$41.4M 318,957 -2,640 -0.8%
1
2 3 4 5