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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 %
AP
276
Adero Partners
California
$1.96M -$51.4K -2,816 -3%
AWMG
277
Alliance Wealth Management Group
New Jersey
$1.96M – – –
TCM
278
Towercrest Capital Management
Pennsylvania
$1.96M – – –
EP
279
Eudaimonia Partners
Tennessee
$1.94M +$496K +27,168 +34%
MPM
280
Meritage Portfolio Management
Kansas
$1.93M -$40.9K -2,240 -2%
Renaissance Technologies
281
Renaissance Technologies
New York
$1.93M +$1.93M +105,600 New
LNC
282
Lincoln National Corp
Pennsylvania
$1.92M +$72.1K +3,952 +4%
ECG
283
Edge Capital Group
Georgia
$1.89M +$292 +16 +0%
GHA
284
GW Henssler & Associates
Georgia
$1.88M -$20.4K -1,120 -1%
RWRC
285
R.W. Roge & Company
New York
$1.87M -$95.8K -5,104 -5%
MAM
286
Marotta Asset Management
Virginia
$1.86M -$27.4K -1,496 -1%
CWM
287
Cornerstone Wealth Management
Missouri
$1.83M -$67.6K -3,704 -4%
TA
288
TrueWealth Advisors
Alabama
$1.83M -$267K -14,640 -13%
Northern Trust
289
Northern Trust
Illinois
$1.83M +$803K +44,016 +79%
PCMC
290
Private Capital Management (Colorado)
Colorado
$1.81M -$132K -7,208 -7%
JFG
291
JMG Financial Group
Illinois
$1.8M – – –
SC
292
Savant Capital
Illinois
$1.78M +$29.2K +1,600 +2%
AFG
293
Allegheny Financial Group
Pennsylvania
$1.77M +$1.77M +97,008 New
IAP
294
Indie Asset Partners
Indiana
$1.74M -$120K -6,600 -6%
BAMG
295
Brand Asset Management Group
Missouri
$1.69M +$23.2K +1,272 +1%
SA
296
Strategic Advisors
New York
$1.68M -$59.4K -3,256 -3%
APA
297
American Portfolios Advisors
New York
$1.62M +$130K +7,152 +9%
Citadel Advisors
298
Citadel Advisors
Florida
$1.61M +$1.27M +69,488 +367%
Janney Montgomery Scott
299
Janney Montgomery Scott
Pennsylvania
$1.6M -$48.9K -2,680 -3%
MOS
300
MGO One Seven
Ohio
$1.56M +$661K +36,224 +74%
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