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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 %
ASN
301
Advisory Services Network
Georgia
$2.51M 15,315 +1,425 +10%
CI
302
CX Institutional
Indiana
$2.47M 15,058 -595 -4%
MFW
303
Meristem Family Wealth
Minnesota
$2.42M 14,800 – –
NF
304
NTB Financial
Colorado
$2.4M 14,669 +14,669 New
GG
305
GenWealth Group
New Jersey
$2.36M 14,413 -74 -0.5%
AC
306
Avant Capital
Louisiana
$2.34M 14,284 +14,284 New
CCM
307
Condor Capital Management
New Jersey
$2.32M 14,157 +23 +0.2%
MWM
308
Meridian Wealth Management
Kentucky
$2.31M 14,103 +46 +0.3%
LCM
309
Liberty Capital Management
Michigan
$2.31M 14,080 +75 +0.5%
CCA
310
Clearwater Capital Advisors
Illinois
$2.29M 14,012 -2,614 -16%
BCWM
311
Bartlett & Co Wealth Management
Ohio
$2.25M 13,726 -650 -5%
BC
312
Bartlett & Co
Ohio
$2.25M 13,726 -650 -5%
PA
313
PFG Advisors
Arizona
$2.21M 13,485 +497 +4%
TCM
314
Towercrest Capital Management
Pennsylvania
$2.17M 13,246 -163 -1%
AWMG
315
Alliance Wealth Management Group
New Jersey
$2.17M 13,246 -163 -1%
TPA
316
Trivium Point Advisory
Connecticut
$2.16M 13,202 +5,524 +72%
MAM
317
Marotta Asset Management
Virginia
$2.1M 12,834 -414 -3%
KFGK
318
Keystone Financial Group (Kentucky)
Kentucky
$2.08M 12,708 -3,617 -22%
WA
319
Win Advisors
Florida
$2.07M 12,662 +12,662 New
Stifel Financial
320
Stifel Financial
Missouri
$2.02M 12,309 +1,400 +13%
MCC
321
Money Concepts Capital
Florida
$2.01M 12,289 +12,289 New
ZIMP
322
Zimmermann Investment Management & Planning
Pennsylvania
$1.99M 12,178 +12,178 New
MPM
323
Meritage Portfolio Management
Kansas
$1.99M 12,145 -609 -5%
AP
324
Adero Partners
California
$1.99M 12,133 -551 -4%
GHA
325
GW Henssler & Associates
Georgia
$1.98M 12,075 -137 -1%
11 12
13
14 15