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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
+$28.3M
2
Ameriprise
Ameriprise
Minnesota
+$27.8M
3
MG
Mather Group
Illinois
+$22.8M
4
TI
Tidal Investments
Wisconsin
+$22.2M
5
SC
Savant Capital
Illinois
+$19.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$213M
2
AWM
AE Wealth Management
Kansas
-$42.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$37.4M
4
FEG
Fund Evaluation Group
Ohio
-$36.9M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLCIG
326
D.L. Carlson Investment Group
New Hampshire
$1.6M +$83.7K +4,520 +6%
ECM
327
Evergreen Capital Management
Washington
$1.56M +$1.56M +84,336 New
SWPG
328
Strategic Wealth Partners Group
Illinois
$1.56M +$1.56M +84,000 New
BA
329
Bristlecone Advisors
Washington
$1.54M +$592 +32 +0%
IF
330
Intrua Financial
Texas
$1.53M +$583K +29,384 +61%
SA
331
Strategic Advisors
New York
$1.52M -$176K -9,504 -10%
CIC
332
Cornercap Investment Counsel
Georgia
$1.52M -$53.3K -2,880 -3%
CIAS
333
Capital Investment Advisory Services
North Carolina
$1.5M +$45.5K +2,456 +3%
JPMPWA
334
J.P. Morgan Private Wealth Advisors
California
$1.5M +$4.29K +232 +0.3%
TRCT
335
Tower Research Capital (TRC)
New York
$1.49M +$1.47M +79,424 +6,284%
HA
336
Herold Advisors
New York
$1.47M +$1.47M +79,280 New
CHA
337
Carmichael Hill & Associates
Maryland
$1.43M +$3.41K +184 +0.2%
CFD
338
Creative Financial Designs
Indiana
$1.4M +$91K +4,920 +7%
LW
339
Linscomb Wealth
Texas
$1.38M -$20.9K -1,128 -1%
NA
340
NewEdge Advisors
Louisiana
$1.34M +$1.34M +72,192 New
Northern Trust
341
Northern Trust
Illinois
$1.32M -$529K -28,576 -29%
MWM
342
Merriman Wealth Management
Washington
$1.32M +$1.32M +71,456 New
FA
343
Fagan Associates
New York
$1.32M +$303K +16,384 +30%
BAM
344
Belpointe Asset Management
Nevada
$1.32M +$170K +9,208 +15%
Wealth Enhancement Advisory Services
345
Wealth Enhancement Advisory Services
Minnesota
$1.25M +$191K +9,648 +18%
CPFP
346
Clear Perspectives Financial Planning
Ohio
$1.25M +$42.8K +2,312 +4%
ICM
347
Islay Capital Management
Texas
$1.24M – – –
PFBT
348
Parkside Financial Bank & Trust
Missouri
$1.24M -$15K -808 -1%
WPW
349
Warther Private Wealth
Ohio
$1.24M +$1.5K +80 +0.1%
AWM
350
Avior Wealth Management
Nebraska
$1.21M +$224K +12,112 +23%
12 13
14
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