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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
SEI Investments
Pennsylvania
$382M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.58B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$65.9M
4
PFG
Piershale Financial Group
Illinois
$28.1M
5
TIM
Total Investment Management
Arizona
$26.4M

Top Sellers

1
HI
Harbour Investments
Wisconsin
$4.2M
2
KAS
Kestra Advisory Services
Texas
$37.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24.7M
4
PAG
Private Advisor Group
New Jersey
$32.7M
5
SL
Systelligence LLC
Minnesota
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
426
Cutter & Co Brokerage
Missouri
$907K +$982 +48 +0.1%
VFA
427
Valeo Financial Advisors
Indiana
$901K – – –
AA
428
Ancora Advisors
Ohio
$892K +$1.31K +64 +0.1%
TP
429
Tranquility Partners
Tennessee
$891K – – –
GVAG
430
Great Valley Advisor Group
Delaware
$888K +$15.2K +776 +2%
WG
431
Welch Group
Alabama
$888K +$52.4K +2,560 +6%
VT
432
Vise Technologies
New York
$882K +$882K +43,072 New
SFS
433
Summit Financial Strategies
Ohio
$880K +$20.8K +1,016 +2%
BWM
434
Boyd Wealth Management
California
$878K +$878K +42,896 New
BWA
435
Burt Wealth Advisors
Maryland
$876K -$7.37K -360 -0.8%
Wealth Enhancement Advisory Services
436
Wealth Enhancement Advisory Services
Minnesota
$872K -$296K -16,048 -25%
CBFP
437
Cedar Brook Financial Partners
Ohio
$871K +$340K +16,600 +64%
OC
438
Oarsman Capital
Wisconsin
$859K -$86.5K -4,224 -9%
TC
439
Tenret Company
Florida
$852K -$63.7K -3,112 -7%
CW
440
CreativeOne Wealth
Kansas
$851K +$257K +12,568 +43%
SPIA
441
Steward Partners Investment Advisory
New York
$825K +$2.46K +120 +0.3%
CAM
442
Cozad Asset Management
Illinois
$821K +$36K +1,760 +5%
FSWA
443
Financial Synergies Wealth Advisors
Texas
$813K +$244K +11,936 +43%
GFP
444
Guardian Financial Partners
California
$809K +$809K +39,512 New
PP
445
Pegasus Partners
Wisconsin
$806K – – –
LF
446
LifeSteps Financial
California
$805K +$16.5K +808 +2%
SG
447
StoneX Group
New York
$805K -$393K -19,184 -33%
GBWM
448
Granite Bay Wealth Management
New Hampshire
$804K +$804K +39,288 New
OAJ
449
Ogorek Anthony Joseph
New York
$795K -$19K -928 -2%
AMG
450
Asset Management Group
Connecticut
$778K +$983 +48 +0.1%
16 17
18
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