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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

697 hedge funds and large institutions have $8.02B invested in Schwab US Large-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 244 increasing their positions, 244 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+17
Holders Change %
+2.5%
% of All Funds
12.17%
Holding in Top 10
111
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.77%
% of All Funds
1.94%
New
67
Increased
244
Reduced
244
Closed
40
Calls
$8.37M
Puts
$880K
Net Calls
+$7.49M
Net Calls Change
+$5.81M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$269M
2
AWM
AE Wealth Management
Kansas
$56.9M
3
MG
Mather Group
Illinois
$427M
4
AG
Appleton Group
Wisconsin
$23.8M
5
CAN
Cetera Advisor Networks
California
$37.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.55B
2
TIM
Total Investment Management
Arizona
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24.7M
4
VFA
Voya Financial Advisors
Connecticut
$0
5
Mariner
Mariner
Kansas
$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
226
HCR Wealth Advisors
California
$3.41M -$13.1K -720 -0.4%
CF
227
Centaurus Financial
California
$3.37M +$195K +10,664 +6%
FWM
228
Filbrandt Wealth Management
Wisconsin
$3.34M +$4.53K +248 +0.1%
JWCA
229
J.W. Cole Advisors
Florida
$3.27M -$17.2K -944 -0.5%
LAS
230
Lloyd Advisory Services
Georgia
$3.25M +$3.25M +178,368 New
FVWA
231
Foster Victor Wealth Advisors
South Carolina
$3.24M -$23.6K -1,296 -0.7%
BP
232
Broadleaf Partners
Ohio
$3.21M -$67.6K -3,704 -2%
BFM
233
Broadview Financial Management
Wisconsin
$3.06M -$53.1K -2,912 -2%
5L
234
55I LLC
Massachusetts
$3.05M +$1.48M +80,872 +94%
BMCM
235
Burns Matteson Capital Management
New York
$3.03M -$84.4K -4,624 -3%
ADL
236
Asset Dedication LLC
California
$3.02M +$32.8K +1,800 +1%
CWM
237
Chesapeake Wealth Management
Virginia
$3.01M +$114K +6,240 +4%
PSIWM
238
Paradigm Strategies in Wealth Management
Minnesota
$2.99M +$16.3K +896 +0.6%
EH
239
Equitable Holdings
New York
$2.94M +$90.3K +4,952 +3%
AL
240
ACAS LLC
California
$2.74M -$27.4K -1,504 -1%
BIA
241
Bigelow Investment Advisors
Maine
$2.73M – – –
CFO
242
Collective Family Office
Pennsylvania
$2.71M -$1.73M -94,688 -39%
TYCC
243
Texas Yale Capital Corp
Florida
$2.61M +$2.77K +152 +0.1%
BWL
244
Bogart Wealth LLC
Virginia
$2.6M +$249K +13,648 +11%
LBC
245
Lowe Brockenbrough & Co
Virginia
$2.59M -$221K -12,120 -8%
MMHP
246
Murphy Middleton Hinkle & Parker
Georgia
$2.57M +$410K +22,456 +19%
VFIC
247
Valley Forge Investment Consultants
Pennsylvania
$2.51M +$1.6M +87,624 +175%
SBL
248
Sargent Bickham Lagudis
Colorado
$2.5M +$364K +19,968 +17%
MIAN
249
Mariner Independent Advisor Network
Kansas
$2.48M +$20.4K +1,120 +0.8%
AAS
250
Avantax Advisory Services
Texas
$2.48M +$890K +48,800 +56%
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