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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 %
DP
76
Denver PWM
Colorado
$18M -$2.6M -141,944 -13%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$17.4M -$2.74M -150,128 -14%
MGIA
78
Moneta Group Investment Advisors
Missouri
$17.3M +$1.54M +84,224 +10%
SFA
79
Seneca Financial Advisors
New York
$17.2M +$198K +10,864 +1%
FAN
80
Financial Advisors Network
California
$16.5M +$1.57M +85,960 +11%
LA
81
LVW Advisors
New York
$16.4M +$284K +15,584 +2%
CP
82
Capital Planning
Washington
$16.2M +$106K +5,824 +0.7%
FFWA
83
FRG Family Wealth Advisors
Washington
$15.9M +$359K +19,696 +2%
MSFS
84
Main Street Financial Solutions
Pennsylvania
$15.6M +$590K +32,320 +4%
SFMG
85
Sage Financial Management Group
Virginia
$15.3M -$86.7K -4,752 -0.6%
CIAS
86
CFS Investment Advisory Services
New Jersey
$15.3M +$15.3M +836,912 New
WFA
87
Wipfli Financial Advisors
Wisconsin
$14.8M -$964K -52,816 -6%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$14.7M -$747K -40,944 -5%
SAMC
89
Spectrum Asset Management (California)
California
$14.5M -$5.9M -323,216 -29%
LB
90
Leo Brokerage
Texas
$14.4M +$781K +42,800 +6%
SWA
91
Stratos Wealth Advisors
Ohio
$14.3M +$1.68M +92,064 +13%
WIA
92
World Investment Advisors
California
$14M -$7.47M -409,672 -35%
AOG
93
Alpha Omega Group
Virginia
$13.5M -$340K -18,616 -2%
FWP
94
FAS Wealth Partners
Kansas
$13.3M +$1.59M +87,008 +14%
HB
95
Homrich & Berg
Georgia
$13.2M -$365K -19,984 -3%
EF
96
Empowered Funds
Pennsylvania
$13.2M +$13.2M +722,000 New
PWSG
97
Pacific Wealth Strategies Group
California
$13.1M +$740K +40,536 +6%
SFA
98
Sequoia Financial Advisors
Ohio
$12.3M +$1.13M +61,792 +10%
FA
99
Fountainhead AM
New Jersey
$12.2M -$15.8K -976 -0.1%
RWM
100
RKL Wealth Management
Pennsylvania
$12.2M +$97.5K +5,344 +0.8%
2 3
4
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