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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
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$107M
3
TWM
3
Thrive Wealth Management
Pennsylvania
$75.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.58B
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$65.9M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$4.2M
2
KAS
2
Kestra Advisory Services
Texas
$37.7M
3
PAG
3
Private Advisor Group
New Jersey
$32.7M
4
SL
4
Systelligence LLC
Minnesota
$15.9M
5
WIA
5
World Investment Advisors
California
$1.63M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$58.8M 358,921 -5,785 -2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$56.6M 345,530 -9,552 -3%
Truist Financial
28
Truist Financial
North Carolina
$50.4M 307,516 -41,044 -12%
HWA
29
HHM Wealth Advisors
Tennessee
$46.9M 286,622 +13,558 +5%
MAG
30
Mokosak Advisory Group
Iowa
$46.6M 284,346 -958 -0.3%
UBS Group
31
UBS Group
Switzerland
$45.4M 277,296 +20,484 +8%
FCI
32
Financial Counselors Inc
Kansas
$45.3M 276,822 -3,698 -1%
TWM
33
Triton Wealth Management
Arizona
$45.3M 308,286 +3,757 +1%
HighTower Advisors
34
HighTower Advisors
Illinois
$44M 268,924 +15,089 +6%
CAN
35
Cetera Advisor Networks
California
$42.4M 258,861 +7,565 +3%
EFSCE
36
Enterprise Financial Services Corp (EFSC)
Missouri
$41.4M 253,051 -5,960 -2%
KLI
37
Kelman-Lazarov Inc
Tennessee
$39.3M 240,085 +653 +0.3%
Bank of America
38
Bank of America
North Carolina
$38.9M 237,550 -1,516 -0.6%
MA
39
MUFG Americas
New York
$38M 232,110 +12,029 +5%
KAS
40
Kestra Advisory Services
Texas
$37.7M 229,935 -199,757 -46%
SWRP
41
Summit Wealth & Retirement Planning
California
$36.5M 222,667 +4,265 +2%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$35.7M 218,208 -41,293 -16%
FA
43
Financial Advisors
Massachusetts
$34.7M 212,195 +33,380 +19%
LFS
44
Legacy Financial Strategies
Kansas
$34.6M 211,577 +1,288 +0.6%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$34.6M 211,523 +16,573 +9%
TWP
46
Transparent Wealth Partners
Arkansas
$34.1M 208,218 +208,218 New
Wells Fargo
47
Wells Fargo
California
$33.3M 203,474 -20,264 -9%
PAG
48
Private Advisor Group
New Jersey
$32.7M 199,685 -119,240 -37%
PMG
49
ProVise Management Group
Florida
$32.6M 198,977 +3,409 +2%
TI
50
Tidal Investments
Wisconsin
$31.2M 190,234 +40,139 +27%
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