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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 %
PSIWM
251
Paradigm Strategies in Wealth Management
Minnesota
$3.07M +$41.2K +2,224 +1%
CWM
252
Chesapeake Wealth Management
Virginia
$3.07M +$14.1K +760 +0.5%
BFM
253
Broadview Financial Management
Wisconsin
$3.05M -$59.2K -3,200 -2%
H
254
HoyleCohen
California
$3.03M +$39.2K +2,120 +1%
SIM
255
Seaview Investment Managers
Florida
$3.03M +$3.03M +163,560 New
Goldman Sachs
256
Goldman Sachs
New York
$3.03M +$3.03M +163,392 New
FTUS
257
Flow Traders U.S.
New York
$2.95M +$2.05M +110,680 +228%
BMCM
258
Burns Matteson Capital Management
New York
$2.94M -$139K -7,512 -5%
Fidelity Investments
259
Fidelity Investments
Massachusetts
$2.82M +$493K +26,624 +21%
AL
260
ACAS LLC
California
$2.79M +$9.77K +528 +0.4%
FEM
261
Fulcrum Equity Management
Texas
$2.77M +$2.77M +149,464 New
GRP
262
Global Retirement Partners
California
$2.76M +$258K +13,952 +10%
AFG
263
Allegheny Financial Group
Pennsylvania
$2.73M +$934K +50,440 +52%
MMHP
264
Murphy Middleton Hinkle & Parker
Georgia
$2.73M +$118K +6,360 +5%
EP
265
Eudaimonia Partners
Tennessee
$2.72M +$746K +40,280 +38%
Citadel Advisors
266
Citadel Advisors
Florida
$2.69M +$1.06M +57,128 +65%
VFIC
267
Valley Forge Investment Consultants
Pennsylvania
$2.68M +$132K +7,120 +5%
KM
268
Kalos Management
Georgia
$2.63M +$307K +21,616 +13%
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
$2.57M +$1.42M +76,496 +123%
WIA
270
Westbourne Investment Advisors
Maryland
$2.53M +$147K +7,952 +6%
IA
271
Insight Advisors
Pennsylvania
$2.53M +$1M +48,704 +66%
MIAN
272
Mariner Independent Advisor Network
Kansas
$2.51M -$13.3K -720 -0.5%
CHA
273
Cooper/Haims Advisors
New York
$2.47M -$35.5K -1,920 -1%
CCA
274
Clearwater Capital Advisors
Illinois
$2.46M -$35.4K -1,912 -1%
TAM
275
Townsend Asset Management
North Carolina
$2.46M +$121K +6,544 +5%
9 10
11
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