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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 %
CHA
351
Carmichael Hill & Associates
Maryland
$1.59M 9,726 +57 +0.6%
BAM
352
Belpointe Asset Management
Nevada
$1.57M 9,568 +681 +8%
FA
353
Fagan Associates
New York
$1.56M 9,520 +627 +7%
TRCT
354
Tower Research Capital (TRC)
New York
$1.55M 9,454 -632 -6%
CFO
355
Collective Family Office
Pennsylvania
$1.54M 9,419 -4,661 -33%
CWM
356
Cornerstone Wealth Management
Missouri
$1.54M 9,387 -2,998 -24%
SA
357
Strategic Advisors
New York
$1.54M 9,389 -905 -9%
LW
358
Linscomb Wealth
Texas
$1.53M 9,314 – –
AIP
359
Almanack Investment Partners
Pennsylvania
$1.49M 9,106 -73,058 -89%
PCMN
360
Paradigm Capital Management (Nevada)
Nevada
$1.49M 9,080 +9,080 New
IA
361
IndexIQ Advisors
New York
$1.46M 8,884 -5,093 -36%
MWM
362
Merriman Wealth Management
Washington
$1.44M 8,781 -151 -2%
IF
363
Intrua Financial
Texas
$1.41M 8,604 -1,063 -11%
SIAG
364
Signet Investment Advisory Group
Rhode Island
$1.4M 8,549 +644 +8%
JGCM
365
Joseph Group Capital Management
Ohio
$1.4M 8,538 +8,538 New
ICM
366
Islay Capital Management
Texas
$1.38M 8,399 – –
WPW
367
Warther Private Wealth
Ohio
$1.36M 8,203 -69 -0.8%
PFBT
368
Parkside Financial Bank & Trust
Missouri
$1.34M 8,190 -177 -2%
OPWM
369
Oxinas Partners Wealth Management
Indiana
$1.3M 7,952 +576 +8%
MWA
370
Martel Wealth Advisors
Washington
$1.3M 7,927 +338 +4%
MTIC
371
Missouri Trust & Investment Company
Missouri
$1.29M 7,883 +7,883 New
BFA
372
Beacon Financial Advisory
Ohio
$1.28M 7,841 +267 +4%
CPFP
373
Clear Perspectives Financial Planning
Ohio
$1.28M 7,829 -592 -7%
FC
374
Fusion Capital
South Carolina
$1.27M 7,740 -109 -1%
PPA
375
Parametric Portfolio Associates
Washington
$1.25M 7,618 +7,618 New
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