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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 Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
MinichMacGregor Wealth Management
New York
$8.73M +$100K +5,496 +1%
SFWC
127
Strategic Family Wealth Counselors
New Jersey
$8.58M +$81.9K +4,488 +1%
GGI
128
GPM Growth Investors
Michigan
$8.45M -$627K -34,368 -7%
JWA
129
JFS Wealth Advisors
Pennsylvania
$8.41M -$1.93M -105,712 -19%
OWM
130
Opes Wealth Management
California
$8.38M -$131K -7,160 -2%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$8.3M +$289K +15,832 +4%
VCA
132
Verdence Capital Advisors
Maryland
$8.14M +$362K +19,848 +5%
OCM
133
One Capital Management
California
$8.06M -$26.9K -1,472 -0.3%
MA
134
Modus Advisors
Minnesota
$8.06M -$132K -7,248 -2%
CGFA
135
Colton Groome Financial Advisors
North Carolina
$7.96M +$954K +52,272 +14%
TWP
136
Total Wealth Planning
Ohio
$7.76M -$64.2K -3,520 -0.8%
FC
137
Ferris Capital
Massachusetts
$7.76M +$7.76M +425,200 New
SWP
138
Stratos Wealth Partners
Ohio
$7.68M +$84.1K +4,608 +1%
MML Investors Services
139
MML Investors Services
Massachusetts
$7.68M +$2.4M +131,664 +46%
BDWCC
140
B&D White Capital Company
Texas
$7.62M +$2.58M +141,624 +51%
CCM
141
Coldstream Capital Management
Washington
$7.58M +$538K +29,512 +8%
SFS
142
Sowell Financial Services
Arkansas
$7.57M +$2.35M +128,640 +45%
EFG
143
Everhart Financial Group
Ohio
$7.51M -$503K -27,584 -6%
GIA
144
Gladstone Institutional Advisory
Florida
$7.44M -$250K -13,728 -3%
HCM
145
Hengehold Capital Management
Ohio
$7.26M -$110K -6,032 -1%
YIA
146
YHB Investment Advisors
Connecticut
$7.2M +$19K +1,040 +0.3%
CSPIA
147
Cary Street Partners Investment Advisory
Virginia
$6.97M -$181K -9,944 -3%
ACM
148
AlphaStar Capital Management
North Carolina
$6.94M -$646K -35,392 -9%
LC
149
LCNB Corp
Ohio
$6.81M +$1.29M +70,920 +23%
BWM
150
BerganKDV Wealth Management
Minnesota
$6.74M -$1.48M -81,128 -18%
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