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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 %
Bessemer Group
601
Bessemer Group
New Jersey
$159K – – –
TF
602
TimeScale Financial
Massachusetts
$147K -$34.7K -1,896 -19%
FF
603
FourThought Financial
Florida
$141K – – –
GT
604
Glenmede Trust
Pennsylvania
$140K – – –
IF
605
Ironwood Financial
Arizona
$136K – – –
PC
606
Permanens Capital
New York
$124K +$14.6K +800 +13%
Fifth Third Bancorp
607
Fifth Third Bancorp
Ohio
$122K -$86.6K -4,728 -42%
APWA
608
Atlas Private Wealth Advisors
New Jersey
$121K – – –
BW
609
Bison Wealth
Georgia
$116K -$7.41K -408 -6%
RG
610
Retirement Group
California
$114K – – –
BFEC
611
Benjamin F. Edwards & Company
Missouri
$114K +$86.2K +4,712 +310%
BCM
612
Blume Capital Management
California
$112K +$53.6K +2,936 +92%
GI
613
Gradient Investments
Minnesota
$108K – – –
PK
614
Pflug Koory
Nebraska
$100K – – –
BlackRock
615
BlackRock
New York
$91K +$15.8K +872 +21%
FBT
616
First Bank & Trust
South Dakota
$90K – – –
AIA
617
Armor Investment Advisors
North Carolina
$80K +$80K +4,360 New
DI
618
Disciplined Investments
Oklahoma
$78K – – –
TCM
619
TD Capital Management
Tennessee
$74K +$7.75K +424 +12%
CTB
620
Country Trust Bank
Illinois
$73K – – –
RPCA
621
Running Point Capital Advisors
California
$69K – – –
LFG
622
Larson Financial Group
Missouri
$68K -$6.86K -376 -9%
SFPG
623
Stonebridge Financial Planning Group
Florida
$65K – – –
AF
624
Allworth Financial
California
$62K +$1.9K +104 +3%
MAWCM
625
Mine & Arao Wealth Creation & Management
California
$61K – – –
23 24
25
26 27