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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 %
PAG
276
Powers Advisory Group
Illinois
$3.21M 19,597 +19,597 New
ADL
277
Asset Dedication LLC
California
$3.2M 19,558 -1,191 -6%
BMCM
278
Burns Matteson Capital Management
New York
$3.2M 19,529 -306 -2%
MMHP
279
Murphy Middleton Hinkle & Parker
Georgia
$3.13M 19,088 +684 +4%
WIA
280
Westbourne Investment Advisors
Maryland
$3.04M 18,542 +1,469 +9%
BAM
281
Berkshire Asset Management
Pennsylvania
$3.03M 18,509 +2,218 +14%
William Blair & Company
282
William Blair & Company
Illinois
$2.94M 17,949 +6,612 +58%
AL
283
ACAS LLC
California
$2.89M 17,632 -1,204 -6%
FTUS
284
Flow Traders U.S.
New York
$2.85M 17,383 -2,512 -13%
LNC
285
Lincoln National Corp
Pennsylvania
$2.78M 16,977 +1,190 +8%
KM
286
Kalos Management
Georgia
$2.75M 24,305 +1,179 +5%
CA
287
CoreCap Advisors
Michigan
$2.75M 16,785 +16,785 New
AAS
288
Ameritas Advisory Services
Nebraska
$2.74M 16,746 +16,746 New
ECML
289
Eagle Capital Management (Louisiana)
Louisiana
$2.7M 16,515 +364 +2%
TAM
290
Townsend Asset Management
North Carolina
$2.69M 16,403 -224 -1%
PWMG
291
Prestige Wealth Management Group
New Jersey
$2.69M 16,405 -88 -0.5%
VFIC
292
Valley Forge Investment Consultants
Pennsylvania
$2.67M 16,331 -1,779 -10%
DSC
293
Duncker Streett & Co
Missouri
$2.67M 16,295 -70 -0.4%
Cerity Partners
294
Cerity Partners
New York
$2.66M 16,258 +10,876 +202%
CHA
295
Cooper/Haims Advisors
New York
$2.65M 16,186 -468 -3%
BDF
296
Black Diamond Financial
Maryland
$2.61M 15,930 +9,015 +130%
APA
297
American Portfolios Advisors
New York
$2.6M 15,885 +1,682 +12%
BCP
298
Blackhawk Capital Partners
Wisconsin
$2.54M 15,505 -356 -2%
EWM
299
Evercore Wealth Management
New York
$2.53M 15,465 -319 -2%
BBPWM
300
Blue Bell Private Wealth Management
Pennsylvania
$2.52M 15,410 -4 -0%
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