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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 %
GSIS
151
Global Strategic Investment Solutions
Arizona
$6.71M -$7.87M -431,184 -54%
CI
152
Conning Inc
Connecticut
$6.62M -$2.67M -146,472 -29%
DFA
153
DHJJ Financial Advisors
Illinois
$6.56M +$37.7K +2,064 +0.6%
AIM
154
AMI Investment Management
Indiana
$6.54M -$143K -7,832 -2%
MCM
155
MAI Capital Management
Ohio
$6.52M +$5.6M +307,160 +612%
NRI
156
NFP Retirement Inc
California
$6.49M -$6.3M -345,016 -49%
RRC
157
Relaxing Retirement Coach
Massachusetts
$6.47M +$146 +8 +0%
MAM
158
McCarthy Asset Management
California
$6.35M -$195K -10,688 -3%
SCM
159
Southport Capital Management
Tennessee
$6.33M -$169K -9,280 -3%
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$6.33M -$4.44M -243,440 -41%
SS
161
Sunbelt Securities
Texas
$6.27M +$98K +5,288 +2%
PCIA
162
Prime Capital Investment Advisors
Kansas
$6.23M -$3.94M -215,784 -39%
WSTAM
163
Wilbanks Smith & Thomas Asset Management
Virginia
$6.2M -$80.4K -4,408 -1%
SWM
164
Sculati Wealth Management
Michigan
$6.17M +$38K +2,080 +0.6%
MAS
165
Madden Advisory Services
Florida
$6.12M -$539K -29,568 -8%
CA
166
Cetera Advisors
Colorado
$6.02M +$1.75M +96,032 +41%
ASN
167
Advisory Services Network
Georgia
$5.88M -$197K -10,808 -3%
RFA
168
Reilly Financial Advisors
California
$5.85M +$53.1K +2,912 +0.9%
TNA
169
True North Advisors
Texas
$5.84M +$5.84M +319,824 New
AF
170
Advisornet Financial
Minnesota
$5.75M -$252K -13,832 -4%
SPI
171
Santori & Peters Inc
Pennsylvania
$5.75M +$47.6K +2,608 +0.8%
SWM
172
SeaCrest Wealth Management
New York
$5.75M -$93.1K -5,104 -2%
MAS
173
Managed Account Services
Florida
$5.68M -$338K -18,544 -6%
MAG
174
Mayfair Advisory Group
Alabama
$5.64M +$509K +27,880 +10%
PAS
175
Park Avenue Securities
New York
$5.63M +$911K +49,912 +19%
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