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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 %
DSC
251
Duncker Streett & Co
Missouri
$2.47M -$87.4K -4,792 -3%
CHA
252
Cooper/Haims Advisors
New York
$2.47M -$12.3K -672 -0.5%
CCA
253
Clearwater Capital Advisors
Illinois
$2.46M -$2.77K -152 -0.1%
GRP
254
Global Retirement Partners
California
$2.46M +$1.11M +60,768 +82%
CI
255
CX Institutional
Indiana
$2.44M -$5.24M -287,304 -68%
KFGK
256
Keystone Financial Group (Kentucky)
Kentucky
$2.39M -$64.5K -3,536 -3%
WIA
257
Westbourne Investment Advisors
Maryland
$2.35M +$309K +16,920 +15%
EWM
258
Evercore Wealth Management
New York
$2.33M -$66.3K -3,632 -3%
ECML
259
Eagle Capital Management (Louisiana)
Louisiana
$2.31M +$211K +11,560 +10%
TAM
260
Townsend Asset Management
North Carolina
$2.31M -$23.4K -1,280 -1%
Fidelity Investments
261
Fidelity Investments
Massachusetts
$2.29M +$109K +5,984 +5%
PWMG
262
Prestige Wealth Management Group
New Jersey
$2.28M -$125K -6,848 -5%
BBPWM
263
Blue Bell Private Wealth Management
Pennsylvania
$2.27M -$304K -16,680 -12%
PA
264
PFG Advisors
Arizona
$2.26M -$16.6K -912 -0.7%
JWM
265
Janiczek Wealth Management
Colorado
$2.25M +$293K +16,040 +15%
IA
266
IndexIQ Advisors
New York
$2.23M -$1.4M -76,552 -38%
BCWM
267
Bartlett & Co Wealth Management
Ohio
$2.23M -$2.92K -160 -0.1%
BC
268
Bartlett & Co
Ohio
$2.23M -$2.92K -160 -0.1%
BAM
269
Berkshire Asset Management
Pennsylvania
$2.13M +$80.7K +4,424 +4%
CCM
270
Condor Capital Management
New Jersey
$2.12M -$204K -11,168 -9%
KM
271
Kalos Management
Georgia
$2.07M +$956K +75,360 +86%
BCP
272
Blackhawk Capital Partners
Wisconsin
$2.05M +$392K +24,176 +24%
GG
273
GenWealth Group
New Jersey
$2.04M -$55.5K -3,040 -3%
LCM
274
Liberty Capital Management
Michigan
$1.99M +$20.6K +1,128 +1%
MWM
275
Meridian Wealth Management
Kentucky
$1.99M +$61.2K +3,352 +3%
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