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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 %
HFS
676
Hantz Financial Services
Michigan
$9K – – –
ME
677
McIlrath & Eck
Washington
$9K – – –
SWA
678
SOA Wealth Advisors
New York
$9K – – –
CA
679
Clearstead Advisors
Ohio
$8K – – –
HNB
680
Huntington National Bank
Ohio
$8K -$7K – –
AWM
681
Accel Wealth Management
Iowa
$8K – – –
PMFA
682
Plante Moran Financial Advisors
Michigan
$8K – – –
SSB
683
Sandy Spring Bank
Maryland
$7K +$7K +384 New
HR
684
Howe & Rusling
New York
$6K – – –
AAP
685
Arax Advisory Partners
Colorado
$6K +$6K +344 New
CAM
686
Costello Asset Management
Pennsylvania
$5K -$5K -256 -50%
AWM
687
Activest Wealth Management
Florida
$5K -$143 -8 -3%
Barclays
688
Barclays
United Kingdom
$5K +$5K +264 New
FFA
689
Founders Financial Alliance
North Carolina
$5K +$5K +272 New
SL
690
Savior LLC
Massachusetts
$4K – – –
MA
691
MBA Advisors
Pennsylvania
$3.33K -$125 -6,864 -4%
MSFP
692
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
GWMIA
693
Global Wealth Management Investment Advisory
Florida
$3K – – –
AA
694
Addison Advisors
Vermont
$3K +$3K +160 New
H
695
HoyleCohen
California
$2.95K +$114 +6,248 +4%
FIG
696
FundX Investment Group
California
$2.49K -$1.34K -12,216 -35%
HCP
697
Hexagon Capital Partners
Arkansas
$1K – – –
MA
698
Montag & Associates
Georgia
$1K – – –
TIM
699
Total Investment Management
Arizona
– -$40.7M -4,092,712 Closed
VFA
700
Voya Financial Advisors
Connecticut
– -$18.7M -1,168,656 Closed
26 27
28
29 30