SCHG icon

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 %
SB
251
Strategic Blueprint
Georgia
$3.9M 23,835 +8,646 +57%
LWAC
252
Laurel Wealth Advisors (California)
California
$3.9M 23,787 +19,271 +427%
CF
253
Centaurus Financial
California
$3.89M 23,781 +150 +0.6%
JWCA
254
J.W. Cole Advisors
Florida
$3.85M 23,537 +23,537 New
HWA
255
HCR Wealth Advisors
California
$3.81M 23,260 +13 +0.1%
VBWMG
256
Von Berge Wealth Management Group
California
$3.8M 25,448 +25,448 New
CA
257
Continuum Advisory
Idaho
$3.78M 23,079 +302 +1%
US Bancorp
258
US Bancorp
Minnesota
$3.69M 22,511 -757 -3%
MA
259
MBA Advisors
Pennsylvania
$3.68M 22,474 -261 -1%
MS
260
Madden Securities
Texas
$3.68M 22,447 -1,058 -5%
AFG
261
Allegheny Financial Group
Pennsylvania
$3.67M 22,405 +3,974 +22%
BWL
262
Bogart Wealth LLC
Virginia
$3.66M 22,368 +527 +2%
TYCC
263
Texas Yale Capital Corp
Florida
$3.66M 22,342 +54 +0.2%
BIA
264
Bigelow Investment Advisors
Maine
$3.57M 21,778 +435 +2%
H
265
HoyleCohen
California
$3.56M 21,718 +1,270 +6%
IA
266
Insight Advisors
Pennsylvania
$3.55M 21,649 +6,310 +41%
EA
267
Eudaimonia Advisors
Tennessee
$3.5M 21,344 +21,344 New
MOS
268
MGO One Seven
Ohio
$3.45M 21,080 +1,059 +5%
PSIWM
269
Paradigm Strategies in Wealth Management
Minnesota
$3.4M 20,771 +24 +0.1%
Fidelity Investments
270
Fidelity Investments
Massachusetts
$3.34M 20,418 +1,377 +7%
CWM
271
Chesapeake Wealth Management
Virginia
$3.32M 20,281 -430 -2%
DWM
272
Dopkins Wealth Management
New York
$3.29M 20,064 +20,064 New
BFM
273
Broadview Financial Management
Wisconsin
$3.26M 19,913 -654 -3%
BP
274
Broadleaf Partners
Ohio
$3.26M 19,881 -1,572 -7%
EH
275
Equitable Holdings
New York
$3.23M 19,692 -2,000 -9%
9 10
11
12 13