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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

838 hedge funds and large institutions have $9.54B invested in Schwab US Large-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 287 increasing their positions, 262 reducing their positions, and 31 closing their positions.

Holders
838
Holders Change
+107
Holders Change %
+14.64%
% of All Funds
12.94%
Holding in Top 10
130
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+17.12%
% of All Funds
2.01%
New
147
Increased
287
Reduced
262
Closed
31
Calls
$4.48M
Puts
$2.64M
Net Calls
+$1.84M
Net Calls Change
-$452K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$382M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$107M
3
TWM
3
Thrive Wealth Management
Pennsylvania
$75.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.58B
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$65.9M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$4.2M
2
KAS
2
Kestra Advisory Services
Texas
$37.7M
3
PAG
3
Private Advisor Group
New Jersey
$32.7M
4
SL
4
Systelligence LLC
Minnesota
$15.9M
5
WIA
5
World Investment Advisors
California
$1.63M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
226
Apollon Wealth Management
South Carolina
$4.99M 31,382 +1,929 +7%
JPLA
227
Joseph P. Lucia & Associates
New York
$4.97M 30,342 +561 +2%
KNFPWM
228
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$4.87M 29,736 +29,736 New
CA
229
Cambridge Advisors
Nebraska
$4.86M 29,669 -139 -0.5%
PFWA
230
Paces Ferry Wealth Advisors
Georgia
$4.83M 29,501 +3,254 +12%
BSW
231
Buckingham Strategic Wealth
Missouri
$4.8M 29,322 +1,386 +5%
KBFS
232
Kohmann Bosshard Financial Services
Ohio
$4.74M 28,939 +78 +0.3%
IAS
233
IMA Advisory Services
Colorado
$4.74M 28,930 -157 -0.5%
FANJ
234
Financial Architects (New Jersey)
New Jersey
$4.72M 28,819 +501 +2%
AFP
235
Ausdal Financial Partners
Iowa
$4.71M 28,764 +666 +2%
LFP
236
Leeward Financial Partners
Washington
$4.65M 28,384 +28,384 New
EWA
237
EP Wealth Advisors
California
$4.64M 28,356 -1,344 -5%
AWS
238
AJ Wealth Strategies
New York
$4.57M 27,914 -731 -3%
LTL
239
Lowery Thomas LLC
California
$4.56M 27,819 +27,819 New
KWM
240
Kingsview Wealth Management
Oregon
$4.53M 27,638 -94 -0.3%
PWM
241
Perigon Wealth Management
California
$4.52M 27,628 +2,239 +9%
OPA
242
Old Port Advisors
Maine
$4.46M 28,503 -1,990 -7%
KFS
243
Kaizen Financial Strategies
California
$4.46M 27,206 +3,496 +15%
SF
244
Summit Financial
New Jersey
$4.34M 26,483 -819 -3%
GWA
245
GGM Wealth Advisors
Maryland
$4.32M 27,546 +476 +2%
CG
246
Colony Group
Massachusetts
$4.31M 26,297 -1,069 -4%
HA
247
HC Advisors
Georgia
$4.29M 26,195 -937 -3%
BCM
248
Barden Capital Management
Texas
$4.24M 25,912 +25,912 New
HI
249
Harbour Investments
Wisconsin
$4.2M 25,628 -310,155 -92%
MAS
250
Madden Advisory Services
Florida
$4.12M 25,137 -2,794 -10%
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