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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 %
FLA
401
Financial Life Advisors
Texas
$697K -$30.4K -1,664 -4%
LF
402
LifeSteps Financial
California
$691K +$146 +8 +0%
Bank of New York Mellon
403
Bank of New York Mellon
New York
$687K +$122K +6,696 +22%
PCA
404
Personal Capital Advisors
California
$684K -$116K -6,352 -14%
AOWM
405
Alpha Omega Wealth Management
Virginia
$660K – – –
CAG
406
Csenge Advisory Group
Florida
$659K +$6.73K +368 +1%
Millennium Management
407
Millennium Management
New York
$651K +$651K +35,672 New
SWM
408
Segment Wealth Management
Texas
$645K +$1.46K +80 +0.2%
DW
409
Domani Wealth
Pennsylvania
$642K -$16.9K -928 -3%
RIS
410
Retirement Income Solutions
Michigan
$630K – – –
SWA
411
Sutton Wealth Advisors
Florida
$628K – – –
AMCA
412
Arthur M. Cohen & Associates
Illinois
$623K – – –
KIA
413
KCM Investment Advisors
California
$623K +$186K +10,200 +43%
GVAG
414
Great Valley Advisor Group
Delaware
$614K +$1.77K +104 +0.3%
SWM
415
Spire Wealth Management
Virginia
$611K -$199K -10,920 -25%
LRPA
416
L. Roy Papp & Associates
Arizona
$608K -$9.49K -520 -2%
CWC
417
Carolinas Wealth Consulting
North Carolina
$594K – – –
BWM
418
BCS Wealth Management
Tennessee
$585K +$3.36K +184 +0.6%
CWM
419
Cabot Wealth Management
Massachusetts
$578K – – –
Baird Financial Group
420
Baird Financial Group
Wisconsin
$576K +$584 +32 +0.1%
CDIA
421
Capital Directions Investment Advisors
Georgia
$573K +$573K +31,408 New
SHJ
422
Sharkey, Howes & Javer
Colorado
$571K -$343K -18,816 -38%
AWE
423
Avidian Wealth Enterprises
Texas
$569K – – –
AWA
424
Arkadios Wealth Advisors
Georgia
$568K -$298K -16,352 -34%
WWM
425
WT Wealth Management
Arizona
$563K -$56.3K -3,088 -9%
15 16
17
18 19