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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 %
BDF
376
Black Diamond Financial
Maryland
$1.02M -$349K -18,864 -25%
FA
377
FC Advisory
Pennsylvania
$1.01M -$40K -2,160 -4%
SFG
378
SevenBridge Financial Group
Pennsylvania
$999K +$20.4K +1,104 +2%
JC
379
Jentner Corp
Ohio
$981K -$54.5K -2,944 -5%
SNBOSD
380
Security National Bank of So Dak
Iowa
$973K +$973K +52,536 New
VAS
381
Valicenti Advisory Services
New York
$960K -$134K -7,232 -12%
SWM
382
Southern Wealth Management
Texas
$946K -$147K -7,968 -13%
AC
383
Avestar Capital
New York
$942K -$22.2K -1,200 -2%
YWP
384
YorkBridge Wealth Partners
New York
$935K +$9.04K +488 +1%
DT
385
Diversified Trust
Tennessee
$934K -$8.29K -448 -0.9%
EL
386
Essex LLC
Illinois
$921K +$921K +49,744 New
BRWA
387
B. Riley Wealth Advisors
Florida
$904K -$19.9K -1,072 -2%
LJAC
388
L.J. Altfest & Co
New York
$884K -$18.8K -1,016 -2%
UB
389
UMB Bank
Missouri
$871K – – –
CWM
390
Cedar Wealth Management
California
$866K – – –
S
391
SignatureFD
Georgia
$861K +$28.4K +1,536 +3%
OC
392
Oarsman Capital
Wisconsin
$855K -$148 -8 -0%
WA
393
Wealth Architects
California
$854K – – –
HSA
394
HBK Sorce Advisory
Pennsylvania
$834K +$4.89K +264 +0.6%
TC
395
Tenret Company
Florida
$828K -$79.4K -4,288 -9%
GVAG
396
Great Valley Advisor Group
Delaware
$823K +$155K +8,368 +23%
CCB
397
Cutter & Co Brokerage
Missouri
$819K +$592 +32 +0.1%
VFA
398
Valeo Financial Advisors
Indiana
$815K +$25K +1,352 +3%
AA
399
Ancora Advisors
Ohio
$806K +$593 +32 +0.1%
TP
400
Tranquility Partners
Tennessee
$806K +$427K +23,056 +113%
14 15
16
17 18