SCHG icon

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 %
CCM
101
Covington Capital Management
California
$11.7M 643,160 +24 +0%
NWS
102
Newport Wealth Strategies
California
$11.7M 640,376 -21,352 -3%
ACM
103
Alpha Capital Management
Texas
$11.3M 619,488 -19,568 -3%
MMA
104
Miracle Mile Advisors
California
$11.2M 613,560 +40,296 +7%
MA
105
Mutual Advisors
Nebraska
$11M 605,232 +96,872 +19%
NFG
106
Northeast Financial Group
Pennsylvania
$11M 602,112 +90,456 +18%
RRWA
107
Rainey & Randall Wealth Advisors
Florida
$10.9M 596,696 +42,600 +8%
IA
108
IFP Advisors
Florida
$10.8M 591,880 +363,464 +159%
CFMC
109
Curbstone Financial Management Corp
New Hampshire
$10.8M 590,312 -6,240 -1%
SAF
110
Smith Anglin Financial
Texas
$10.7M 587,344 -34,392 -6%
CAG
111
Curtis Advisory Group
California
$10.5M 576,144 +66,152 +13%
HA
112
Harborview Advisors
Maine
$10.5M 574,600 -23,312 -4%
BFG
113
Berger Financial Group
Minnesota
$10.3M 565,040 +84,416 +18%
BFG
114
Beacon Financial Group
Texas
$9.99M 537,192 +537,192 New
SPC
115
Sigma Planning Corp
Michigan
$9.93M 544,456 +21,888 +4%
NDSI
116
Newman Dignan & Sheerar Inc
Rhode Island
$9.83M 538,952 -82,632 -13%
ACA
117
Ackerman Capital Advisors
Texas
$9.8M 537,000 -131,200 -20%
ACA
118
Affinity Capital Advisors
California
$9.56M 523,944 -130,920 -20%
CFS
119
CRA Financial Services
New Jersey
$9.56M 523,816 -7,376 -1%
RC
120
Rovin Capital
Arizona
$9.47M 519,168 +6,144 +1%
LWM
121
Laidlaw Wealth Management
New York
$9.39M 514,880 +27,192 +6%
GCP
122
Gill Capital Partners
Colorado
$9.35M 512,224 -1,856 -0.4%
GC
123
Garde Capital
Washington
$9.18M 503,368 +464 +0.1%
SFA
124
Souders Financial Advisors
Ohio
$9.02M 494,160 +10,504 +2%
AIA
125
Arcadia Investment Advisors
Idaho
$8.81M 482,840 -288,928 -37%
3 4
5
6 7