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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 %
CS
501
Capital Square
Tennessee
$364K – – –
MWM
502
Mission Wealth Management
California
$362K – – –
Fisher Asset Management
503
Fisher Asset Management
Washington
$360K +$360K +19,736 New
PFP
504
Pinnacle Financial Partners
Tennessee
$354K – – –
PWA
505
Pinnacle Wealth Advisors
Tennessee
$354K +$354K +19,424 New
PAM
506
Private Asset Management
California
$352K – – –
PGWM
507
Parisi Gray Wealth Management
New Jersey
$349K – – –
M&T Bank
508
M&T Bank
New York
$348K – – –
OWP
509
Obermeyer Wealth Partners
Colorado
$347K – – –
CPSAC
510
Chas P. Smith & Associates (CPS)
Florida
$347K – – –
LF
511
Lantz Financial
Illinois
$342K – – –
PWM
512
Praetorian Wealth Management
California
$333K – – –
RWA
513
Redhawk Wealth Advisors
Minnesota
$330K -$73.9K -4,048 -18%
RC
514
Roundview Capital
New Jersey
$328K – – –
SW
515
SteelPeak Wealth
California
$324K -$26.4K -1,448 -8%
FHA
516
First Horizon Advisors
Tennessee
$322K +$31.2K +1,712 +11%
PFA
517
Paradigm Financial Advisors
Missouri
$317K +$19.1K +1,048 +6%
TAIM
518
TD Ameritrade Investment Management
Nebraska
$315K -$165K -9,048 -34%
PS
519
Portfolio Solutions
Michigan
$309K – – –
NFG
520
Next Financial Group
Texas
$307K -$16.8K -920 -5%
PA
521
Pinnacle Associates
New York
$305K -$4.23K -232 -1%
AW
522
ACG Wealth
Georgia
$304K +$2.34K +128 +0.8%
MHR
523
Matthew Hamilton Rosenberg
$301K – – –
SFC
524
SYM Financial Corp
Indiana
$300K – – –
SWA
525
SFMG Wealth Advisors
Texas
$300K +$300K +16,464 New
19 20
21
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