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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 %
UB
376
UMB Bank
Missouri
$859K +$235K +12,864 +38%
CWM
377
Cedar Wealth Management
California
$853K +$13.9K +760 +2%
OC
378
Oarsman Capital
Wisconsin
$843K -$730 -40 -0.1%
WA
379
Wealth Architects
California
$841K -$91.5K -5,016 -10%
RF
380
Rollins Financial
Georgia
$830K -$18.1K -992 -2%
S
381
SignatureFD
Georgia
$820K +$5.11K +280 +0.6%
HSA
382
HBK Sorce Advisory
Pennsylvania
$817K +$96.7K +5,304 +13%
CCB
383
Cutter & Co Brokerage
Missouri
$807K +$730 +40 +0.1%
WIC
384
Whitegate Investment Counselors
New Hampshire
$800K +$3.65K +200 +0.5%
AA
385
Ancora Advisors
Ohio
$793K +$729 +40 +0.1%
OFG
386
Omega Financial Group
California
$791K -$291K -15,944 -27%
LAIC
387
Lederer & Associates Investment Counsel
California
$790K -$5.11K -280 -0.6%
BWA
388
Burt Wealth Advisors
Maryland
$787K -$1.02K -56 -0.1%
WP
389
WealthSource Partners
California
$786K +$786K +43,056 New
VFA
390
Valeo Financial Advisors
Indiana
$779K +$148K +8,096 +23%
SFS
391
Summit Financial Strategies
Ohio
$766K -$292 -16 -0%
CIBC Private Wealth Group
392
CIBC Private Wealth Group
Georgia
$765K -$1.46M -80,272 -66%
AMG
393
Asset Management Group
Connecticut
$759K +$875 +48 +0.1%
WG
394
Welch Group
Alabama
$745K -$32.1K -1,760 -4%
CBFP
395
Cedar Brook Financial Partners
Ohio
$738K -$9.78K -536 -1%
CP
396
Camelot Portfolios
Ohio
$733K +$9.63K +528 +1%
OAJ
397
Ogorek Anthony Joseph
New York
$725K -$14.4K -792 -2%
PP
398
Pegasus Partners
Wisconsin
$719K -$106K -5,824 -13%
SPIA
399
Steward Partners Investment Advisory
New York
$715K -$30.1K -1,648 -4%
CAM
400
Cozad Asset Management
Illinois
$700K +$18.2K +1,000 +3%
14 15
16
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