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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 %
OPS
526
Orion Portfolio Solutions
Nebraska
$299K +$299K +16,368 New
SSWM
527
Smith Salley Wealth Management
North Carolina
$298K – – –
WANY
528
Wealthspire Advisors (New York)
New York
$294K -$2.04K -112 -0.7%
CAI
529
Capital Advisors Inc
Oklahoma
$293K – – –
CCT
530
Country Club Trust
Missouri
$293K – – –
ABC
531
Associated Banc-Corp
Wisconsin
$291K +$291K +15,976 New
Neuberger Berman Group
532
Neuberger Berman Group
New York
$290K – – –
Simplex Trading
533
Simplex Trading
Illinois
$283K +$283K +15,536 New
KCPG
534
Kavar Capital Partners Group
Kansas
$282K -$25.8K -1,416 -8%
1832 Asset Management
535
1832 Asset Management
Ontario, Canada
$280K -$174K -9,520 -38%
PA
536
PSI Advisors
Florida
$280K – – –
VHAM
537
Van Hulzen Asset Management
California
$279K – – –
RWM
538
Ritholtz Wealth Management
New York
$276K – – –
AIM
539
Aspen Investment Management
Michigan
$273K +$146 +8 +0.1%
MSS
540
Mitchell Sinkler & Starr
Pennsylvania
$273K +$273K +14,944 New
SCA
541
STALEY CAPITAL ADVISERS
Pennsylvania
$272K -$41.7K -2,288 -13%
AF
542
Apexium Financial
Texas
$271K – – –
IC
543
IEQ Capital
California
$271K +$292 +16 +0.1%
PA
544
Parallel Advisors
California
$269K -$146 -8 -0.1%
EWM
545
Empirical Wealth Management
Washington
$268K +$268K +14,712 New
CRC
546
Curi RMB Capital
Illinois
$264K – – –
CM
547
Columbus Macro
Pennsylvania
$263K -$35.4K -1,944 -12%
DAM
548
Delta Asset Management
Tennessee
$263K – – –
HWM
549
Hohimer Wealth Management
Washington
$263K – – –
NNP
550
Nachman Norwood & Parrott
South Carolina
$261K – – –
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