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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 %
SC
576
Stolper & Co
Oklahoma
$218K +$218K +11,960 New
TCM
577
Tradewinds Capital Management
Washington
$216K -$19K -1,040 -8%
RPGK
578
Retirement Planning Group (Kansas)
Kansas
$213K +$213K +11,648 New
AC
579
Apella Capital
Connecticut
$213K +$213K +11,696 New
BWA
580
Beam Wealth Advisors
Louisiana
$213K +$213K +11,696 New
EWM
581
Evermay Wealth Management
Virginia
$212K -$21.9K -1,200 -9%
HIC
582
Hartline Investment Corp
Illinois
$212K +$212K +11,640 New
CFO
583
CVA Family Office
Colorado
$211K – – –
ISL
584
Ingalls & Snyder LLC
New York
$211K +$211K +11,552 New
VA
585
Valmark Advisers
Ohio
$211K +$211K +11,568 New
IRC
586
Investors Research Corp
Georgia
$208K +$44.9K +2,464 +28%
SPA
587
Sentinel Pension Advisors
Massachusetts
$208K +$208K +11,408 New
HIP
588
HUB Investment Partners
Texas
$208K +$208K +11,416 New
MCCP
589
Mission Creek Capital Partners
California
$207K +$207K +11,360 New
MC
590
Montag & Caldwell
Georgia
$205K -$93K -5,104 -31%
PWM
591
Provident Wealth Management
Tennessee
$204K -$10.8K -592 -5%
FCFC
592
First Commonwealth Financial Corp
Pennsylvania
$202K +$202K +11,056 New
RDWM
593
Red Door Wealth Management
Tennessee
$199K +$199K +10,912 New
AIM
594
Anchor Investment Management
South Carolina
$195K – – –
Bank of Montreal
595
Bank of Montreal
Ontario, Canada
$193K +$6K +328 +3%
PAI
596
Pittenger & Anderson Inc
Nebraska
$188K -$4.38K -240 -2%
CFB
597
Cullen/Frost Bankers
Texas
$187K +$146 +8 +0.1%
PB
598
Pinnacle Bancorp
Nebraska
$175K – – –
EVM
599
Eaton Vance Management
Massachusetts
$169K +$24K +1,312 +17%
HGWM
600
Harvest Group Wealth Management
Massachusetts
$160K +$160K +8,792 New
22 23
24
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