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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.

New
Increased
Maintained
Reduced
Closed
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 %
EL
401
Essex LLC
Illinois
$1.05M +$29.8K +1,456 +3%
AC
402
Avestar Capital
New York
$1.04M – – –
DT
403
Diversified Trust
Tennessee
$1.03M – – –
FAG
404
Fortitude Advisory Group
Washington
$1.03M +$1.03M +50,360 New
BRWA
405
B. Riley Wealth Advisors
Florida
$1.03M +$29.3K +1,432 +3%
LAIC
406
Lederer & Associates Investment Counsel
California
$1.03M +$168K +8,216 +20%
SWM
407
Southern Wealth Management
Texas
$1.02M -$21.9K -1,072 -2%
MCA
408
MSH Capital Advisors
Arizona
$1.02M +$1.02M +50,000 New
JC
409
Jentner Corp
Ohio
$1.02M -$62.2K -3,040 -6%
FTS
410
Fifth Third Securities
Ohio
$994K +$994K +48,536 New
RDIA
411
RE Dickinson Investment Advisors
Iowa
$978K +$978K +47,784 New
DB
412
Dravo Bay
Delaware
$974K +$974K +55,592 New
UB
413
UMB Bank
Missouri
$964K – – –
AFG
414
Alterity Financial Group
Maine
$960K +$960K +46,888 New
CPIG
415
Chicago Partners Investment Group
Illinois
$958K -$104K -5,776 -10%
LJAC
416
L.J. Altfest & Co
New York
$949K -$28.7K -1,400 -3%
CP
417
Camelot Portfolios
Ohio
$949K +$72.8K +3,560 +8%
CWM
418
Cedar Wealth Management
California
$937K -$20.5K -1,000 -2%
WA
419
Wealth Architects
California
$933K -$11K -536 -1%
RF
420
Rollins Financial
Georgia
$933K +$933K +45,576 New
S
421
SignatureFD
Georgia
$930K -$22.3K -1,088 -2%
SFG
422
SevenBridge Financial Group
Pennsylvania
$926K -$179K -8,744 -16%
DY
423
Dowling & Yahnke
California
$923K +$347K +16,960 +60%
HSA
424
HBK Sorce Advisory
Pennsylvania
$917K -$4.91K -240 -0.5%
VAS
425
Valicenti Advisory Services
New York
$915K -$147K -7,176 -14%
15 16
17
18 19