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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 %
APW
451
Austin Private Wealth
Texas
$771K -$491K -24,000 -39%
PWS
452
Precision Wealth Strategies
Missouri
$765K +$471K +23,000 +160%
FLA
453
Financial Life Advisors
Texas
$757K -$819 -40 -0.1%
BAG
454
Briggs Advisory Group
Rhode Island
$751K +$751K +36,712 New
KIA
455
KCM Investment Advisors
California
$736K -$12.3K -600 -2%
SWM
456
Segment Wealth Management
Texas
$727K +$3.6K +176 +0.5%
DW
457
Domani Wealth
Pennsylvania
$721K +$164 +8 +0%
BWM
458
BCS Wealth Management
Tennessee
$713K +$26.5K +1,296 +4%
MWAM
459
Manhattan West Asset Management
California
$713K +$713K +34,848 New
RIS
460
Retirement Income Solutions
Michigan
$707K – – –
USCWA
461
U.S. Capital Wealth Advisors
Texas
$705K +$39.1K +1,912 +6%
AFG
462
Albion Financial Group
Utah
$700K -$3.02M -147,784 -81%
Betterment LLC
463
Betterment LLC
New York
$700K +$700K +34,216 New
AMCA
464
Arthur M. Cohen & Associates
Illinois
$699K – – –
SWM
465
Spire Wealth Management
Virginia
$691K -$34.1K -1,664 -5%
SCM
466
SOL Capital Management
Maryland
$675K +$224K +10,960 +50%
MFG
467
Magnus Financial Group
New York
$670K -$71.6K -3,496 -10%
AOWM
468
Alpha Omega Wealth Management
Virginia
$667K -$26.2K -1,368 -4%
Baird Financial Group
469
Baird Financial Group
Wisconsin
$662K +$4.26K +208 +0.6%
SWA
470
Sutton Wealth Advisors
Florida
$659K – – –
CAG
471
Csenge Advisory Group
Florida
$659K +$229K +12,496 +53%
WWM
472
WT Wealth Management
Arizona
$658K +$11.6K +568 +2%
NP
473
NorthRock Partners
Minnesota
$647K +$374K +18,264 +137%
CWC
474
Carolinas Wealth Consulting
North Carolina
$644K -$26.7K -1,304 -4%
AWE
475
Avidian Wealth Enterprises
Texas
$638K – – –
17 18
19
20 21