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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

731 hedge funds and large institutions have $7.99B invested in Schwab US Large-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 274 increasing their positions, 239 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+34
Holders Change %
+4.88%
% of All Funds
12.84%
Holding in Top 10
111
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.95%
New
66
Increased
274
Reduced
239
Closed
23
Calls
$3.76M
Puts
$1.47M
Net Calls
+$2.29M
Net Calls Change
-$5.19M

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$63.6M
2
Ameriprise
Ameriprise
Minnesota
$73.9M
3
MG
Mather Group
Illinois
$456M
4
TI
Tidal Investments
Wisconsin
$22.2M
5
SC
Savant Capital
Illinois
$20.9M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.36B
2
AWM
AE Wealth Management
Kansas
$15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$235M
4
FEG
Fund Evaluation Group
Ohio
$165M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
226
Madden Advisory Services
Florida
$4.14M -$2.07M -111,880 -33%
SW
227
SkyOak Wealth
Michigan
$4.12M +$57.2K +3,088 +1%
KWM
228
Kingsview Wealth Management
Oregon
$4.11M +$508K +27,456 +14%
CG
229
Colony Group
Massachusetts
$4.05M +$21.9K +1,184 +0.5%
SF
230
Summit Financial
New Jersey
$4.04M +$490K +26,488 +14%
HA
231
HC Advisors
Georgia
$4.02M +$162K +8,728 +4%
PFWA
232
Paces Ferry Wealth Advisors
Georgia
$3.89M -$126K -6,792 -3%
PWM
233
Perigon Wealth Management
California
$3.76M +$179K +9,648 +5%
KFS
234
Kaizen Financial Strategies
California
$3.51M +$3.51M +189,680 New
CF
235
Centaurus Financial
California
$3.5M +$77.6K +4,192 +2%
MS
236
Madden Securities
Texas
$3.48M -$203K -10,944 -5%
US Bancorp
237
US Bancorp
Minnesota
$3.45M -$1.26M -68,136 -27%
HWA
238
HCR Wealth Advisors
California
$3.44M -$14.4K -776 -0.4%
CA
239
Continuum Advisory
Idaho
$3.37M +$3.37M +182,216 New
AFG
240
Albion Financial Group
Utah
$3.37M -$347K -18,752 -9%
MA
241
MBA Advisors
Pennsylvania
$3.37M -$9.18K -496 -0.3%
FWM
242
Filbrandt Wealth Management
Wisconsin
$3.34M -$45.2K -2,440 -1%
TYCC
243
Texas Yale Capital Corp
Florida
$3.3M +$651K +35,184 +25%
BWL
244
Bogart Wealth LLC
Virginia
$3.23M +$592K +31,992 +22%
MOS
245
MGO One Seven
Ohio
$3.23M +$1.51M +74,736 +87%
EH
246
Equitable Holdings
New York
$3.21M +$228K +12,336 +8%
BP
247
Broadleaf Partners
Ohio
$3.18M -$79.5K -4,296 -2%
BIA
248
Bigelow Investment Advisors
Maine
$3.16M +$396K +21,376 +14%
AAS
249
Avantax Advisory Services
Texas
$3.14M +$619K +33,408 +25%
ADL
250
Asset Dedication LLC
California
$3.07M +$7.55K +408 +0.2%
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