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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
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 Holding Trade Value Shares
Change 		Shares
Change %
GSWM
551
Golden State Wealth Management
California
$260K – – –
FWI
552
Facet Wealth Inc
Maryland
$256K -$2.48K -136 -1%
BC
553
Brio Consultants
California
$256K – – –
GG
554
Greenwood Gearhart
Arkansas
$251K +$251K +13,768 New
CCM
555
Carlson Capital Management
Minnesota
$249K – – –
RJT
556
Raymond James Trust
Florida
$247K – – –
MFG
557
Merit Financial Group
Georgia
$245K +$245K +13,424 New
LWA
558
Lenox Wealth Advisors
New York
$244K – – –
RC
559
RegentAtlantic Capital
New Jersey
$241K – – –
ECM
560
Exchange Capital Management
Michigan
$241K – – –
SFWA
561
Summit Financial Wealth Advisors
Louisiana
$240K -$17.5K -960 -7%
BC
562
Burney Company
Virginia
$240K – – –
WP
563
WealthPLAN Partners
Nebraska
$240K – – –
FF
564
Friedenthal Financial
New Jersey
$239K +$239K +13,120 New
LK
565
Lumbard & Kellner
New Hampshire
$236K – – –
LNWTC
566
Laird Norton Wetherby Trust Company
Washington
$233K – – –
NP
567
NorthRock Partners
Minnesota
$231K +$231K +12,664 New
Lido Advisors
568
Lido Advisors
California
$230K -$10.9K -600 -5%
OAM
569
Oppenheimer Asset Management
New York
$228K -$4.24K -232 -2%
FMTC
570
Farmers & Merchants Trust Company
California
$220K -$5.56K -304 -2%
PA
571
Prism Advisors
California
$220K +$220K +12,072 New
PCM
572
Palouse Capital Management
Washington
$219K +$219K +11,984 New
FSA
573
Fort Sheridan Advisors
Illinois
$219K +$219K +12,000 New
JFGIW
574
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$218K -$23.3K -1,280 -10%
PP
575
Palladium Partners
Virginia
$218K +$218K +11,960 New
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23
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