SCHG icon

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 %
CIC
301
Cornercap Investment Counsel
Georgia
$1.55M +$54.3K +2,976 +4%
BA
302
Bristlecone Advisors
Washington
$1.51M +$107K +5,840 +8%
FNBOO
303
First National Bank of Omaha
Nebraska
$1.51M – – –
DLCIG
304
D.L. Carlson Investment Group
New Hampshire
$1.49M -$107K -5,840 -7%
JPMPWA
305
J.P. Morgan Private Wealth Advisors
California
$1.47M +$357K +19,576 +32%
MIFH
306
Migdal Insurance & Financial Holdings
Israel
$1.47M +$1.47M +80,800 New
WWM
307
Western Wealth Management
Colorado
$1.46M +$704K +38,648 +93%
AIP
308
Almanack Investment Partners
Pennsylvania
$1.44M -$10.7M -586,032 -88%
CIAS
309
Capital Investment Advisory Services
North Carolina
$1.44M +$79.9K +4,376 +6%
Stifel Financial
310
Stifel Financial
Missouri
$1.42M +$262K +14,344 +23%
CHA
311
Carmichael Hill & Associates
Maryland
$1.41M -$1.61K -88 -0.1%
IA
312
Insight Advisors
Pennsylvania
$1.39M +$776K +41,192 +126%
LW
313
Linscomb Wealth
Texas
$1.38M -$50.1K -2,744 -4%
BDF
314
Black Diamond Financial
Maryland
$1.36M +$12.2K +664 +0.9%
QCM
315
Quest Capital Management
Texas
$1.29M +$1.29M +70,680 New
CFD
316
Creative Financial Designs
Indiana
$1.29M +$381K +20,896 +42%
SB
317
Strategic Blueprint
Georgia
$1.28M +$795K +43,576 +163%
PFBT
318
Parkside Financial Bank & Trust
Missouri
$1.24M -$3.21K -176 -0.3%
CIP
319
Capital Insight Partners
Arizona
$1.24M -$14.2K -776 -1%
ICM
320
Islay Capital Management
Texas
$1.23M -$148K -8,096 -11%
WPW
321
Warther Private Wealth
Ohio
$1.21M +$1.21M +66,096 New
HC
322
Hoese & Co
Minnesota
$1.21M -$463K -25,392 -28%
CPFP
323
Clear Perspectives Financial Planning
Ohio
$1.19M -$431K -23,640 -27%
NL
324
NWAM LLC
Washington
$1.15M +$33.4K +1,832 +3%
COF
325
Capital One Financial
Virginia
$1.14M -$222K -12,168 -16%
11 12
13
14 15