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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$27.5M 1,509,808 +99,624 +7%
SL
52
Systelligence LLC
Minnesota
$27.5M 1,507,528 -5,872 -0.4%
CCMG
53
Clark Capital Management Group
Pennsylvania
$25.8M 1,411,696 +28,624 +2%
TWM
54
Tradition Wealth Management
Minnesota
$25.4M 1,390,896 +15,792 +1%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
– – – –
NCMW
56
Northern Capital Management (Washington)
Washington
$24.5M 1,343,984 +26,328 +2%
SAM
57
Summit Asset Management
Tennessee
$24.5M 1,341,712 +3,536 +0.3%
NFG
58
Nadler Financial Group
Illinois
$24.4M 1,339,680 +69,632 +5%
AG
59
Appleton Group
Wisconsin
$23.8M 1,303,680 +1,172,096 +891%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$23.1M 1,265,600 +15,184 +1%
RCA
61
Reitz Capital Advisors
Michigan
$21.9M 1,200,912 -176,384 -13%
Creative Planning
62
Creative Planning
Kansas
$21.7M 1,189,936 +532,568 +81%
FA
63
Financial Advisors
Massachusetts
$21.3M 1,166,368 +422,960 +57%
MFGP
64
Marshall Financial Group (Pennsylvania)
Pennsylvania
$21.1M 1,153,888 -44,848 -4%
ASI
65
Advisory Services & Investments
Oregon
$20.7M 1,133,720 -6,904 -0.6%
SDWMA
66
Schneider Downs Wealth Management Advisors
Pennsylvania
$20.6M 1,130,480 +25,296 +2%
XF
67
XML Financial
Maryland
$20.1M 1,100,920 +29,832 +3%
PWS
68
Private Wealth Strategies
Ohio
$19.5M 1,066,624 +61,704 +6%
HG
69
Harbor Group
New Hampshire
$19.5M 1,066,088 -19,536 -2%
GIA
70
GHP Investment Advisors
Colorado
$19.4M 1,060,984 +6,136 +0.6%
GB
71
Goepper Burkhardt
South Carolina
$19.3M 1,058,696 +13,160 +1%
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$19.1M 1,044,904 -228,800 -18%
BPA
73
Beacon Pointe Advisors
California
$18.8M 1,031,440 -25,736 -2%
BA
74
Ballast Advisors
Minnesota
$18.8M 1,028,224 -7,832 -0.8%
PIP
75
Peachtree Investment Partners
Florida
$18.4M 1,008,968 +383,360 +61%
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