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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 %
CG
651
Cutler Group
California
$29K +$29K +1,600 New
FCFS
652
First Command Financial Services
Texas
$26K – – –
FCB
653
First Command Bank
Texas
$26K – – –
QCG
654
Quadrant Capital Group
Ohio
$25K – – –
FCMT
655
Founders Capital Management (Texas)
Texas
$25K – – –
CTC
656
Central Trust Company
Missouri
$24K – – –
TRCT
657
Tower Research Capital (TRC)
New York
$23K -$118K -6,488 -84%
SCA
658
Stonebridge Capital Advisors
Minnesota
$23K +$11.5K +648 +100%
GIA
659
Goodwin Investment Advisory
Georgia
$22K +$22K +1,200 New
IRAG
660
Investment Research & Advisory Group
Georgia
$21K – – –
CAAS
661
Capital Asset Advisory Services
Michigan
$19K -$1.93K -104 -9%
BFC
662
Bedel Financial Consulting
Indiana
$19K – – –
GWSG
663
GPS Wealth Strategies Group
Colorado
$18K -$5.85K -312 -25%
TPCW
664
TD Private Client Wealth
New York
$16.3K -$49K -2,688 -75%
OIA
665
Optimum Investment Advisors
Illinois
$16K – – –
AC
666
AlphaCore Capital
California
$16K – – –
PA
667
Perennial Advisors
New York
$15K – – –
SIC
668
Salem Investment Counselors
North Carolina
$15K – – –
BU
669
BBVA USA
Alabama
$15K +$15K +800 New
ACA
670
Atlas Capital Advisors
Wyoming
$14.3K – – –
BWA
671
BDO Wealth Advisors
Florida
$14K – – –
CCMW
672
Cypress Capital Management (Wyoming)
Wyoming
$14K +$10K +560 +250%
CMA
673
Cedar Mountain Advisors
Oregon
$13K – – –
SQA
674
Simon Quick Advisors
New Jersey
$12K – – –
GWS
675
Glassman Wealth Services
Virginia
$10K – – –
25 26
27
28 29