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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
+$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 %
JC
351
Jentner Corp
Ohio
$1.02M -$24.1K -1,320 -2%
SG
352
StoneX Group
New York
$1M -$430K -23,600 -30%
Wealth Enhancement Advisory Services
353
Wealth Enhancement Advisory Services
Minnesota
$1M +$116K +6,216 +13%
FA
354
Fagan Associates
New York
$999K +$736K +40,344 +280%
LFA
355
Legend Financial Advisors
Pennsylvania
$991K +$991K +54,296 New
AWM
356
Avior Wealth Management
Nebraska
$974K +$146 +8 +0%
SFG
357
SevenBridge Financial Group
Pennsylvania
$965K +$189K +10,336 +24%
CC
358
Claybrook Capital
Massachusetts
$965K +$965K +52,880 New
SNBOSCI
359
Security National Bank of Sioux City Iowa
Iowa
$959K +$959K +52,536 New
APW
360
Austin Private Wealth
Texas
$955K +$955K +52,352 New
CPIG
361
Chicago Partners Investment Group
Illinois
$953K -$79.3K -4,136 -8%
AC
362
Avestar Capital
New York
$950K -$735K -40,288 -44%
BCM
363
Brookstone Capital Management
Illinois
$934K +$934K +49,848 New
DT
364
Diversified Trust
Tennessee
$929K +$317K +17,400 +52%
OPWM
365
Oxinas Partners Wealth Management
Indiana
$920K +$35.9K +1,968 +4%
YWP
366
YorkBridge Wealth Partners
New York
$912K +$35.6K +1,952 +4%
MSA
367
Marino Stram & Associates
Massachusetts
$912K +$912K +50,000 New
BRWA
368
B. Riley Wealth Advisors
Florida
$911K +$5.99K +328 +0.7%
IF
369
Intrua Financial
Texas
$905K +$13K +688 +1%
TC
370
Tenret Company
Florida
$894K +$894K +49,008 New
LJAC
371
L.J. Altfest & Co
New York
$890K -$48K -2,632 -5%
FTUS
372
Flow Traders U.S.
New York
$885K +$478K +26,200 +118%
JPMorgan Chase & Co
373
JPMorgan Chase & Co
New York
$883K +$507K +27,784 +135%
MA
374
MONECO Advisors
Connecticut
$873K -$98.7K -5,408 -10%
Cerity Partners
375
Cerity Partners
New York
$871K -$14.3K -784 -2%
13 14
15
16 17