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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 %
CIP
351
Capital Insight Partners
Arizona
$1.2M -$53.6K -2,896 -4%
CPIG
352
Chicago Partners Investment Group
Illinois
$1.2M +$189K +9,328 +19%
SIAG
353
Signet Investment Advisory Group
Rhode Island
$1.17M +$25.8K +1,392 +2%
NL
354
NWAM LLC
Washington
$1.17M -$1.63K -88 -0.1%
FC
355
Fusion Capital
South Carolina
$1.16M +$79.6K +4,304 +7%
TPA
356
Trivium Point Advisory
Connecticut
$1.16M +$25.5K +1,352 +2%
UWM
357
USAdvisors Wealth Management
Minnesota
$1.14M +$1.14M +61,720 New
APW
358
Austin Private Wealth
Texas
$1.14M +$173K +9,336 +18%
FWM
359
Frontier Wealth Management
Missouri
$1.13M +$75.8K +4,096 +7%
MWA
360
Martel Wealth Advisors
Washington
$1.12M +$34.5K +1,864 +3%
BFA
361
Beacon Financial Advisory
Ohio
$1.12M – – –
TFS
362
TrustCore Financial Services
Tennessee
$1.11M – – –
HC
363
Hoese & Co
Minnesota
$1.11M -$118K -6,400 -10%
NS
364
Newman & Schimel
Illinois
$1.1M -$60.7K -3,280 -5%
WWM
365
Windsor Wealth Management
Indiana
$1.09M +$150 +8 +0%
OPWM
366
Oxinas Partners Wealth Management
Indiana
$1.09M +$159K +8,568 +17%
VNA
367
Valley National Advisers
Pennsylvania
$1.09M – – –
B
368
Bailard
California
$1.09M – – –
SG
369
StoneX Group
New York
$1.08M +$65.6K +3,544 +6%
LFA
370
Legend Financial Advisors
Pennsylvania
$1.06M +$52.4K +2,832 +5%
PAMG
371
Patton Albertson Miller Group
Tennessee
$1.06M -$1.63K -88 -0.2%
BBW
372
Blue Barn Wealth
Utah
$1.05M +$16.6K +896 +2%
CAG
373
Compass Advisory Group
New York
$1.04M +$296 +16 +0%
FWM
374
Focused Wealth Management
New York
$1.04M +$1.04K +56 +0.1%
FFA
375
First Foundation Advisors
California
$1.03M +$1.03M +55,416 New
13 14
15
16 17