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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
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.58B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$65.9M
4
PFG
4
Piershale Financial Group
Illinois
$28.1M
5
TIM
5
Total Investment Management
Arizona
$26.4M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$4.2M
2
KAS
2
Kestra Advisory Services
Texas
$37.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$24.7M
4
PAG
4
Private Advisor Group
New Jersey
$32.7M
5
SL
5
Systelligence LLC
Minnesota
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
376
NewEdge Advisors
Louisiana
$1.24M -$235K -11,496 -16%
PCA
377
Personal Capital Advisors
California
$1.24M +$489K +27,584 +65%
VNA
378
Valley National Advisers
Pennsylvania
$1.22M +$9.83K +480 +0.8%
CIP
379
Capital Insight Partners
Arizona
$1.2M -$123K -6,000 -9%
LIM
380
Leavell Investment Management
Alabama
$1.2M +$421K +20,568 +54%
B
381
Bailard
California
$1.2M -$1.15K -56 -0.1%
KWM
382
Kolinsky Wealth Management
New Jersey
$1.2M +$1.2M +58,656 New
NL
383
NWAM LLC
Washington
$1.2M -$91.5K -4,472 -7%
HC
384
Hoese & Co
Minnesota
$1.19M -$31.1K -1,520 -3%
AWM
385
Avior Wealth Management
Nebraska
$1.19M -$154K -7,544 -12%
FWM
386
Frontier Wealth Management
Missouri
$1.18M -$68.6K -3,352 -6%
WWM
387
Windsor Wealth Management
Indiana
$1.18M -$10.2K -504 -0.9%
OC
388
Oppenheimer & Co
New York
$1.17M +$1.17M +57,264 New
BBW
389
Blue Barn Wealth
Utah
$1.16M -$3.11K -152 -0.3%
PAMG
390
Patton Albertson Miller Group
Tennessee
$1.16M -$9.01K -440 -0.8%
CAG
391
Compass Advisory Group
New York
$1.15M +$819 +40 +0.1%
FWM
392
Focused Wealth Management
New York
$1.15M +$1.64K +80 +0.1%
NS
393
Newman & Schimel
Illinois
$1.12M -$92.4K -4,512 -8%
FA
394
FC Advisory
Pennsylvania
$1.1M -$9.5K -464 -0.9%
UWM
395
USAdvisors Wealth Management
Minnesota
$1.1M -$163K -7,976 -13%
LFA
396
Legend Financial Advisors
Pennsylvania
$1.08M -$92.5K -4,520 -8%
SNBOSD
397
Security National Bank of So Dak
Iowa
$1.08M – – –
SWM
398
Silverlake Wealth Management
Vermont
$1.07M +$1.07M +52,168 New
YWP
399
YorkBridge Wealth Partners
New York
$1.06M +$24.7K +1,208 +2%
KA
400
Kovack Advisors
Florida
$1.05M +$416K +20,312 +65%
14 15
16
17 18