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
+$67.8M
2
AWM
AE Wealth Management
Kansas
+$51.6M
3
MG
Mather Group
Illinois
+$42.9M
4
AG
Appleton Group
Wisconsin
+$21.4M
5
CAN
Cetera Advisor Networks
California
+$20.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$329M
2
TIM
Total Investment Management
Arizona
-$40.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$22.2M
4
VFA
Voya Financial Advisors
Connecticut
-$18.7M
5
Mariner
Mariner
Kansas
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
326
Newman & Schimel
Illinois
$1.14M +$88.9K +4,872 +8%
Susquehanna International Group
327
Susquehanna International Group
Pennsylvania
$1.13M -$9.17M -502,312 -89%
BAM
328
Belpointe Asset Management
Nevada
$1.13M +$317K +17,360 +39%
SIAG
329
Signet Investment Advisory Group
Rhode Island
$1.13M +$258K +14,144 +30%
SWM
330
Southern Wealth Management
Texas
$1.12M +$34.8K +1,832 +3%
BFA
331
Beacon Financial Advisory
Ohio
$1.11M – – –
TPA
332
Trivium Point Advisory
Connecticut
$1.1M -$682K -37,400 -38%
JIC
333
Johnson Investment Counsel
Ohio
$1.09M +$152K +8,312 +16%
TFS
334
TrustCore Financial Services
Tennessee
$1.09M -$44.5K -2,440 -4%
AIC
335
Ameritas Investment Company
Nebraska
$1.08M -$729K -17,592 -40%
VAS
336
Valicenti Advisory Services
New York
$1.08M -$52.4K -2,872 -5%
KWM
337
Keebeck Wealth Management
Illinois
$1.08M -$6.86K -376 -0.6%
VNA
338
Valley National Advisers
Pennsylvania
$1.07M – – –
MWA
339
Martel Wealth Advisors
Washington
$1.07M +$63.2K +3,464 +6%
B
340
Bailard
California
$1.07M – – –
FC
341
Fusion Capital
South Carolina
$1.07M +$16.8K +920 +2%
WWM
342
Windsor Wealth Management
Indiana
$1.06M – – –
HFA
343
Hoover Financial Advisors
Pennsylvania
$1.05M -$18.2K -1,000 -2%
William Blair & Company
344
William Blair & Company
Illinois
$1.04M +$9.49K +520 +0.9%
PAMG
345
Patton Albertson Miller Group
Tennessee
$1.04M -$86.9K -4,760 -8%
FWM
346
Frontier Wealth Management
Missouri
$1.03M +$30.2K +1,656 +3%
FA
347
FC Advisory
Pennsylvania
$1.03M +$730 +40 +0.1%
CAG
348
Compass Advisory Group
New York
$1.03M +$438 +24 +0%
BBW
349
Blue Barn Wealth
Utah
$1.02M +$1.02M +56,032 New
FWM
350
Focused Wealth Management
New York
$1.02M -$2.07M -113,304 -67%
12 13
14
15 16