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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 %
LRPA
476
L. Roy Papp & Associates
Arizona
$633K -$8.19K -400 -1%
MA
477
MONECO Advisors
Connecticut
$625K -$134K -7,352 -18%
SAM
478
SignalPoint Asset Management
Missouri
$622K +$164 +8 +0%
RIM
479
Regent Investment Management
Kentucky
$620K -$4.92K -240 -0.8%
AFS
480
Access Financial Services
Minnesota
$616K – – –
LFS
481
Lutz Financial Services
Nebraska
$614K +$164 +8 +0%
EW
482
Element Wealth
Mississippi
$612K – – –
OPS
483
Orion Portfolio Solutions
Nebraska
$610K +$55.6K +2,720 +10%
Bank of New York Mellon
484
Bank of New York Mellon
New York
$609K -$158K -7,696 -21%
CIBC Private Wealth Group
485
CIBC Private Wealth Group
Georgia
$609K +$327 +16 +0.1%
CA
486
Calton & Associates
Florida
$597K +$35.5K +1,736 +6%
WCM
487
Whitener Capital Management
North Carolina
$597K +$82.8K +4,048 +16%
CCM
488
Crew Capital Management
Ohio
$594K – – –
MWM
489
Modera Wealth Management
New Jersey
$590K +$163K +7,968 +38%
CSIC
490
Clifford Swan Investment Counsel
California
$588K +$24.4K +1,192 +4%
GLA
491
Good Life Advisors
Pennsylvania
$587K +$6.71K +328 +1%
COF
492
Capital One Financial
Virginia
$586K -$243K -11,872 -29%
ACG
493
Allen Capital Group
Nebraska
$586K -$10.2K -496 -2%
BFEC
494
Benjamin F. Edwards & Company
Missouri
$583K +$338K +16,520 +138%
PGAM
495
Princeton Global Asset Management
New Jersey
$582K – – –
EE
496
EWG Elevate
California
$581K -$1.93M -94,160 -77%
SMA
497
Sage Mountain Advisors
Georgia
$581K +$581K +28,368 New
GWM
498
Gray Wealth Management
Maine
$577K -$5.89K -288 -1%
FCA
499
FinTrust Capital Advisors
South Carolina
$576K -$28.2K -1,376 -5%
PNC Financial Services Group
500
PNC Financial Services Group
Pennsylvania
$576K +$61.3K +3,000 +12%
18 19
20
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