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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 %
TPW
501
Tiller Private Wealth
Pennsylvania
$418K – – –
CDIA
502
Capital Directions Investment Advisors
Georgia
$415K -$167K -9,000 -29%
AI
503
Accredited Investors
Minnesota
$413K – – –
AMM
504
American Money Management
California
$410K +$1.63K +88 +0.4%
BI
505
Berkeley Inc
Idaho
$410K -$23.1K -1,248 -5%
SCM
506
SOL Capital Management
Maryland
$407K -$34.8K -1,880 -8%
CAM
507
Cubic Asset Management
Massachusetts
$404K – – –
IWN
508
Independent Wealth Network
Iowa
$404K +$404K +19,856 New
WCM
509
Whitener Capital Management
North Carolina
$403K -$29.4K -1,832 -7%
ANTB
510
AMG National Trust Bank
Colorado
$401K -$14.8K -800 -4%
HC
511
Hamilton Capital
Ohio
$400K +$400K +21,632 New
RMA
512
Roffman Miller Associates
Pennsylvania
$396K +$396K +21,376 New
CIA
513
Capital Investment Advisors
Georgia
$395K – – –
TAIM
514
TD Ameritrade Investment Management
Nebraska
$394K +$145K +10,080 +58%
SCA
515
Strategic Capital Advisers
Colorado
$391K -$12.6K -680 -3%
CI
516
Chartist Inc
California
$391K +$1.77K +112 +0.5%
MWM
517
Modera Wealth Management
New Jersey
$386K – – –
FHA
518
Flagship Harbor Advisors
Massachusetts
$386K – – –
AGA
519
Arkos Global Advisors
Texas
$386K – – –
NG
520
NWK Group
California
$386K – – –
Brown Advisory
521
Brown Advisory
Maryland
$384K – – –
WP
522
WealthPLAN Partners
Nebraska
$382K +$123K +6,016 +47%
JPMorgan Chase & Co
523
JPMorgan Chase & Co
New York
$381K -$515K -27,824 -57%
SHJ
524
Sharkey, Howes & Javer
Colorado
$374K -$206K -11,128 -36%
HI
525
Hudock Inc
Pennsylvania
$371K -$10.1K -544 -3%
19 20
21
22 23