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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 %
APSP
476
Asset Planning Services (Pennsylvania)
Pennsylvania
$477K +$148 +8 +0%
CIR
477
Clear Investment Research
Georgia
$476K +$12.9K +696 +3%
AWA
478
Acorn Wealth Advisors
Michigan
$474K +$16.7K +904 +4%
GC
479
Gratus Capital
Georgia
$468K -$18.5K -1,000 -4%
PNC Financial Services Group
480
PNC Financial Services Group
Pennsylvania
$467K -$60.5K -3,264 -11%
FRA
481
Front Row Advisors
California
$467K – – –
DWT
482
Dorsey & Whitney Trust
South Dakota
$465K – – –
BDFN
483
Bond & Devick Financial Network
Minnesota
$465K – – –
Qube Research & Technologies (QRT)
484
Qube Research & Technologies (QRT)
United Kingdom
$464K +$464K +25,056 New
IIC
485
Integrated Investment Consultants
Michigan
$459K – – –
JCM
486
Jacobsen Capital Management
Utah
$459K +$444 +24 +0.1%
ACA
487
Aptus Capital Advisors
Alabama
$448K +$29.9K +1,616 +7%
APW
488
Aurora Private Wealth
New Jersey
$447K +$23.2K +1,256 +5%
KA
489
Klingman & Associates
New York
$443K -$19.1K -1,032 -4%
FIG
490
FundX Investment Group
California
$441K +$19.2K +1,040 +5%
CAG
491
Csenge Advisory Group
Florida
$440K -$234K -12,496 -35%
YIH
492
Y-Intercept (HK)
Hong Kong
$439K +$439K +23,712 New
HWA
493
Heritage Wealth Advisors
Virginia
$433K – – –
PCM
494
Pennsylvania Capital Management
Pennsylvania
$428K – – –
MI
495
Moneywise Inc
Virginia
$428K +$21.6K +1,168 +5%
DCM
496
Donaldson Capital Management
Indiana
$426K – – –
PIMG
497
Patriot Investment Management Group
Tennessee
$424K -$8.44K -456 -2%
EK
498
Evensky & Katz
Florida
$424K – – –
SA
499
SRH Advisors
Kansas
$421K – – –
GLA
500
Great Lakes Advisors
Illinois
$419K – – –
18 19
20
21 22