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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
Envestnet Asset Management
Illinois
$269M
2
AWM
AE Wealth Management
Kansas
$56.9M
3
MG
Mather Group
Illinois
$427M
4
AG
Appleton Group
Wisconsin
$23.8M
5
CAN
Cetera Advisor Networks
California
$37.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.55B
2
TIM
Total Investment Management
Arizona
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24.7M
4
VFA
Voya Financial Advisors
Connecticut
$0
5
Mariner
Mariner
Kansas
$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPFA
176
Game Plan Financial Advisors
Ohio
$5.53M -$212K -11,608 -4%
DAS
177
Dynamic Advisor Solutions
Arizona
$5.51M -$1.27M -69,880 -19%
CCM
178
Ciovacco Capital Management
Georgia
$5.47M +$5.47M +299,872 New
SFG
179
Sage Financial Group
Pennsylvania
$5.42M -$20.9K -1,144 -0.4%
SAM
180
Smithbridge Asset Management
Pennsylvania
$5.41M +$122K +6,696 +2%
IFWM
181
Institute for Wealth Management
Colorado
$5.31M -$17.1K -936 -0.3%
FPFS
182
First Personal Financial Services
North Carolina
$5.28M -$70.1K -3,840 -1%
SCM
183
Spreng Capital Management
Ohio
$5.17M +$214K +11,704 +4%
RA
184
RFG Advisory
Alabama
$5.04M +$576K +31,544 +13%
ISWM
185
Independent Solutions Wealth Management
New York
$5.02M +$576K +31,552 +13%
TWM
186
TriaGen Wealth Management
California
$4.89M +$95.3K +5,056 +2%
JWBC
187
John W. Brooker & Co
California
$4.85M +$267K +14,616 +6%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$4.8M -$225K -12,352 -4%
IAS
189
IMA Advisory Services
Colorado
$4.8M +$378K +20,744 +9%
OPA
190
Old Port Advisors
Maine
$4.79M -$170K -9,056 -3%
US Bancorp
191
US Bancorp
Minnesota
$4.64M +$1.28M +70,024 +38%
RJA
192
Raymond James & Associates
Florida
$4.58M +$216K +11,848 +5%
RWM
193
Reston Wealth Management
Virginia
$4.49M -$1.21M -66,224 -21%
CFA
194
Cahill Financial Advisors
Minnesota
$4.48M -$206K -11,312 -4%
SFG
195
Sovereign Financial Group
Connecticut
$4.48M – – –
VC
196
Veery Capital
Delaware
$4.43M -$592K -32,432 -12%
CA
197
Cambridge Advisors
Nebraska
$4.42M -$224K -12,296 -5%
EWA
198
EP Wealth Advisors
California
$4.39M -$26.7K -1,464 -0.6%
CMP
199
Courage Miller Partners
Virginia
$4.37M +$30.7K +1,680 +0.7%
IWC
200
Integrated Wealth Concepts
Massachusetts
$4.36M -$63.2K -3,464 -1%
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