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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.

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
1
Envestnet Asset Management
Illinois
$269M
2
AWM
2
AE Wealth Management
Kansas
$56.9M
3
MG
3
Mather Group
Illinois
$427M
4
AG
4
Appleton Group
Wisconsin
$23.8M
5
CAN
5
Cetera Advisor Networks
California
$37.1M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.55B
2
TIM
2
Total Investment Management
Arizona
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$24.7M
4
VFA
4
Voya Financial Advisors
Connecticut
$0
5
Mariner
5
Mariner
Kansas
$237M
Name Market Value Shares Shares
Change 		Shares
Change %
VWA
26
Visionary Wealth Advisors
Illinois
$47.2M 2,587,040 +395,544 +18%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$46.7M 2,559,072 +131,560 +5%
Ameriprise
28
Ameriprise
Minnesota
$45.4M 2,486,680 -398,296 -14%
HI
29
Harbour Investments
Wisconsin
$44M 2,412,784 +203,576 +9%
FCI
30
Financial Counselors Inc
Kansas
$41.3M 2,265,600 -79,728 -3%
MAG
31
Mokosak Advisory Group
Iowa
$41.1M 2,250,056 +13,536 +0.6%
TWM
32
Triton Wealth Management
Arizona
$40.6M 2,133,120 +98,712 +5%
HWA
33
HHM Wealth Advisors
Tennessee
$39.4M 2,156,872 +110,200 +5%
EFSCE
34
Enterprise Financial Services Corp (EFSC)
Missouri
$38.4M 2,105,176 -29,840 -1%
HighTower Advisors
35
HighTower Advisors
Illinois
$38.2M 2,094,408 +129,352 +7%
Bank of America
36
Bank of America
North Carolina
$37.6M 2,063,304 +5,224 +0.3%
CAN
37
Cetera Advisor Networks
California
$37.1M 2,034,008 +1,140,808 +128%
UBS Group
38
UBS Group
Switzerland
$36.5M 2,002,712 +254,936 +15%
TWP
39
Treybourne Wealth Planners
Indiana
$35.9M 1,967,816 +31,280 +2%
KLI
40
Kelman-Lazarov Inc
Tennessee
$34.9M 1,912,168 -109,792 -5%
KAS
41
Kestra Advisory Services
Texas
$34.8M 1,907,560 +215,984 +13%
Wells Fargo
42
Wells Fargo
California
$32.1M 1,759,904 +11,568 +0.7%
MA
43
MUFG Americas
New York
$31.1M 1,705,232 -97,920 -5%
SWRP
44
Summit Wealth & Retirement Planning
California
$30.6M 1,678,992 -22,400 -1%
I
45
INVST
Indiana
$30M 1,619,176 -22,344 -1%
PFM
46
Parsec Financial Management
North Carolina
$29.9M 1,636,936 -147,552 -8%
LFS
47
Legacy Financial Strategies
Kansas
$29.8M 1,631,736 +69,696 +4%
PAG
48
Private Advisor Group
New Jersey
$29.5M 1,615,544 +8,392 +0.5%
PMG
49
ProVise Management Group
Florida
$29.3M 1,604,512 +10,824 +0.7%
CWA
50
Cornerstone Wealth Advisors
Minnesota
$28M 1,528,200 +69,928 +5%
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