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
VFA
3
Voya Financial Advisors
Connecticut
$0
4
Mariner
4
Mariner
Kansas
$237M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$1.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.55B 10,629,251 -2,254,070 -17%
APP
2
Avantax Planning Partners
Iowa
$469M 3,211,015 +37,600 +1%
MG
3
Mather Group
Illinois
$427M 2,928,200 +293,603 +11%
Osaic Holdings
4
Osaic Holdings
Arizona
$395M 2,702,229 +83,566 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$269M 1,842,332 +464,618 +34%
Mariner
6
Mariner
Kansas
$237M 1,626,799 -91,237 -5%
FEG
7
Fund Evaluation Group
Ohio
$199M 1,362,748 +51,084 +4%
FPCG
8
Fort Pitt Capital Group
Pennsylvania
$150M 1,030,690 +33,125 +3%
LPL Financial
9
LPL Financial
California
$115M 790,347 +23,508 +3%
SEI Investments
10
SEI Investments
Pennsylvania
$105M 716,570 -43,494 -6%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$99.8M 683,644 -9,064 -1%
ML
12
McAdam LLC
Pennsylvania
$91M 598,244 +81,450 +16%
KF
13
Krilogy Financial
Missouri
$90.6M 620,406 -6,175 -1%
MAM
14
Marquette Asset Management
Minnesota
$89.9M 615,828 +473 +0.1%
UCFA
15
United Capital Financial Advisors
Texas
$89.8M 614,968 -37,964 -6%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$87.2M 597,101 – –
AssetMark Inc
17
AssetMark Inc
California
$73.5M 503,447 +1,695 +0.3%
OIA
18
OneDigital Investment Advisors
Kansas
$72.3M 495,670 +47,377 +11%
Truist Financial
19
Truist Financial
North Carolina
$71.2M 487,480 -15,934 -3%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$58M 397,126 -11,541 -3%
AWM
21
AE Wealth Management
Kansas
$56.9M 389,625 +353,553 +980%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$53.6M 367,084 -10,179 -3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$52.1M 357,201 -4,054 -1%
GAM
24
Gemmer Asset Management
California
$50.2M 344,083 -43,738 -11%
Morgan Stanley
25
Morgan Stanley
New York
$48.3M 330,947 +11,990 +4%
1
2 3 4 5