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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 %
FAIM
701
Financial Advocates Investment Management
Washington
– -$3.72M -229,296 Closed
TF
702
TIAA FSB
Florida
– -$1.43M -87,976 Closed
FFA
703
First Foundation Advisors
California
– -$1.23M -76,048 Closed
SC
704
Slow Capital
California
– -$1.21M -74,344 Closed
UWM
705
USAdvisors Wealth Management
Minnesota
– -$1.11M -68,344 Closed
SNBOSD
706
Security National Bank of So Dak
Iowa
– -$928K -57,232 Closed
MHS
707
M Holdings Securities
Oregon
– -$637K -39,240 Closed
SW
708
SVB Wealth
Massachusetts
– -$434K -26,728 Closed
FG
709
Foster Group
Iowa
– -$414K -25,528 Closed
CBT
710
Capital Bank & Trust
California
– -$343K -21,128 Closed
CSIA
711
Charles Schwab Investment Advisory
California
– -$333K -20,520 Closed
CHP
712
Cable Hill Partners
Oregon
– -$324K -19,952 Closed
TI
713
Truepoint Inc
Ohio
– -$285K -17,568 Closed
Marshall Wace
714
Marshall Wace
United Kingdom
– -$270K -16,640 Closed
TSS
715
Two Sigma Securities
New York
– -$256K -15,760 Closed
RA
716
Rodgers & Associates
Pennsylvania
– -$243K -14,952 Closed
WS
717
Wedbush Securities
California
– -$233K -14,352 Closed
CNC
718
Canandaigua National Corp
New York
– -$219K -13,488 Closed
VDI
719
Vaughan David Investments
Illinois
– -$213K -13,144 Closed
MAFM
720
Mid Atlantic Financial Management
Pennsylvania
– -$209K -12,872 Closed
GAM
721
Grandview Asset Management
Pennsylvania
– -$169K -10,392 Closed
TCWM
722
Total Clarity Wealth Management
Illinois
– -$140K -8,640 Closed
AP
723
Atwood & Palmer
Missouri
– -$96K -5,888 Closed
MWP
724
Meridian Wealth Partners
Pennsylvania
– -$54K -3,312 Closed
MF
725
Manchester Financial
California
– -$53K -3,264 Closed
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