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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 %
BC
201
Burleson & Co
California
$4.34M +$240K +13,136 +6%
BSW
202
Buckingham Strategic Wealth
Missouri
$4.32M -$7.45K -408 -0.2%
AWS
203
AJ Wealth Strategies
New York
$4.31M -$161K -8,800 -4%
JPLA
204
Joseph P. Lucia & Associates
New York
$4.24M -$5.84K -320 -0.1%
KBFS
205
Kohmann Bosshard Financial Services
Ohio
$4.21M +$3.13M +171,312 +288%
AI
206
Atria Investments
North Carolina
$4.19M -$1.36M -74,360 -24%
CFGS
207
Concourse Financial Group Securities
Alabama
$4.16M +$225K +12,312 +6%
ATWA
208
Arbor Trust Wealth Advisors
Michigan
$4.14M +$504K +27,648 +14%
AWM
209
Apollon Wealth Management
South Carolina
$4.09M +$92.1K +5,048 +2%
GWA
210
GGM Wealth Advisors
Maryland
$4.06M -$308K -16,616 -7%
FANJ
211
Financial Architects (New Jersey)
New Jersey
$4.06M +$145K +7,968 +4%
SW
212
SkyOak Wealth
Michigan
$4M +$638K +34,984 +19%
CG
213
Colony Group
Massachusetts
$3.97M -$673K -36,872 -14%
PFWA
214
Paces Ferry Wealth Advisors
Georgia
$3.96M +$203K +11,144 +5%
RFM
215
Royal Fund Management
Florida
$3.81M +$427K +23,384 +13%
HA
216
HC Advisors
Georgia
$3.8M +$59.1K +3,240 +2%
IAN
217
Integrated Advisors Network
Texas
$3.77M +$690K +37,800 +22%
WAM
218
WealthTrust Asset Management
Florida
$3.77M +$3.77M +206,384 New
AFP
219
Ausdal Financial Partners
Iowa
$3.69M +$246K +13,480 +7%
LWAC
220
Laurel Wealth Advisors (California)
California
$3.67M +$65K +3,560 +2%
AFG
221
Albion Financial Group
Utah
$3.66M +$3.66M +200,752 New
MS
222
Madden Securities
Texas
$3.63M -$155K -8,512 -4%
KWM
223
Kingsview Wealth Management
Oregon
$3.56M -$286K -15,624 -7%
PWM
224
Perigon Wealth Management
California
$3.53M +$395K +21,624 +13%
SF
225
Summit Financial
New Jersey
$3.5M +$369K +20,240 +12%
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