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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 %
IA
301
IndexIQ Advisors
New York
$2.07M -$197K -10,640 -9%
Renaissance Technologies
302
Renaissance Technologies
New York
$2.06M +$104K +5,600 +5%
ASN
303
Advisory Services Network
Georgia
$2.06M -$3.91M -211,288 -66%
TCM
304
Towercrest Capital Management
Pennsylvania
$1.99M -$3.7K -200 -0.2%
AWMG
305
Alliance Wealth Management Group
New Jersey
$1.99M -$3.7K -200 -0.2%
MAM
306
Marotta Asset Management
Virginia
$1.96M +$86.6K +4,680 +5%
PA
307
PFG Advisors
Arizona
$1.92M -$370K -20,008 -16%
ECG
308
Edge Capital Group
Georgia
$1.92M +$148 +8 +0%
RWRC
309
R.W. Roge & Company
New York
$1.89M -$66.4K -3,384 -3%
MPM
310
Meritage Portfolio Management
Kansas
$1.89M -$72.6K -3,920 -4%
AP
311
Adero Partners
California
$1.88M -$113K -6,104 -6%
CWM
312
Cornerstone Wealth Management
Missouri
$1.83M -$24K -1,296 -1%
AA
313
Advisory Alpha
Michigan
$1.82M +$1.82M +98,392 New
GHA
314
GW Henssler & Associates
Georgia
$1.81M -$97.3K -5,256 -5%
TA
315
TrueWealth Advisors
Alabama
$1.8M -$50K -2,704 -3%
JFG
316
JMG Financial Group
Illinois
$1.8M -$34.1K -1,840 -2%
IAP
317
Indie Asset Partners
Indiana
$1.79M +$20.6K +1,112 +1%
Jane Street
318
Jane Street
New York
$1.76M +$1.76M +95,208 New
PCMC
319
Private Capital Management (Colorado)
Colorado
$1.73M -$113K -6,120 -6%
FNBOO
320
First National Bank of Omaha
Nebraska
$1.72M – – –
BAMG
321
Brand Asset Management Group
Missouri
$1.72M +$6.37K +344 +0.4%
William Blair & Company
322
William Blair & Company
Illinois
$1.68M +$621K +33,520 +59%
Janney Montgomery Scott
323
Janney Montgomery Scott
Pennsylvania
$1.62M -$5.33K -288 -0.3%
Stifel Financial
324
Stifel Financial
Missouri
$1.62M +$179K +9,688 +12%
OFG
325
Oxford Financial Group
Indiana
$1.61M +$1.61M +87,040 New
11 12
13
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