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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 %
WIC
401
Whitegate Investment Counselors
New Hampshire
$805K -$7.11K -384 -0.9%
BWA
402
Burt Wealth Advisors
Maryland
$799K – – –
Cerity Partners
403
Cerity Partners
New York
$797K -$86.8K -4,688 -10%
CP
404
Camelot Portfolios
Ohio
$793K +$48.9K +2,640 +7%
PCA
405
Personal Capital Advisors
California
$784K +$89.9K +4,856 +13%
SFS
406
Summit Financial Strategies
Ohio
$777K +$148 +8 +0%
LAIC
407
Lederer & Associates Investment Counsel
California
$775K -$27K -1,456 -3%
MA
408
MONECO Advisors
Connecticut
$772K -$113K -6,120 -13%
WG
409
Welch Group
Alabama
$756K – – –
RFC
410
Regions Financial Corp
Alabama
$751K +$751K +40,544 New
COF
411
Capital One Financial
Virginia
$750K -$409K -22,064 -35%
SPIA
412
Steward Partners Investment Advisory
New York
$744K +$18.4K +992 +3%
OAJ
413
Ogorek Anthony Joseph
New York
$736K +$296 +16 +0%
PP
414
Pegasus Partners
Wisconsin
$729K – – –
LF
415
LifeSteps Financial
California
$713K +$11.7K +632 +2%
CAM
416
Cozad Asset Management
Illinois
$710K – – –
LIM
417
Leavell Investment Management
Alabama
$707K +$200K +10,792 +39%
AMG
418
Asset Management Group
Connecticut
$702K -$67.9K -3,672 -9%
QAM
419
Q3 Asset Management
Michigan
$702K +$702K +37,920 New
Bank of New York Mellon
420
Bank of New York Mellon
New York
$693K -$3.41K -184 -0.5%
FLA
421
Financial Life Advisors
Texas
$685K -$22.2K -1,200 -3%
KIA
422
KCM Investment Advisors
California
$676K +$43.8K +2,368 +7%
MFG
423
Magnus Financial Group
New York
$671K +$671K +36,232 New
AOWM
424
Alpha Omega Wealth Management
Virginia
$670K +$1.04K +56 +0.2%
LWAC
425
Laurel Wealth Advisors (California)
California
$669K -$3.06M -165,176 -82%
15 16
17
18 19