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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 %
CWM
501
Cabot Wealth Management
Massachusetts
$571K -$73.9K -3,608 -11%
AA
502
Apriem Advisors
California
$569K -$27.8K -1,360 -5%
SFG
503
Synergy Financial Group
California
$569K +$569K +27,808 New
AP
504
Advisor Partners
California
$567K – – –
TF
505
Trek Financial
Arizona
$564K – – –
BPWM
506
Badgley Phelps Wealth Managers
Washington
$563K -$14.7K -720 -3%
IWA
507
IVC Wealth Advisors
Pennsylvania
$562K – – –
LFAS
508
Level Four Advisory Services
Texas
$561K – – –
TFS
509
Thoroughbred Financial Services
Tennessee
$560K +$282K +13,800 +102%
KeyBank National Association
510
KeyBank National Association
Ohio
$558K -$1.31K -64 -0.2%
FPW
511
Flagship Private Wealth
Massachusetts
$553K -$33.6K -1,640 -6%
WF
512
Wayfinding Financial
Washington
$541K +$541K +31,136 New
TWA
513
TCI Wealth Advisors
Arizona
$536K – – –
KWM
514
Keebeck Wealth Management
Illinois
$536K +$142K +6,952 +36%
DWM
515
Destination Wealth Management
California
$533K -$30.9K -1,512 -5%
GC
516
Gratus Capital
Georgia
$528K +$10.7K +520 +2%
APSP
517
Asset Planning Services (Pennsylvania)
Pennsylvania
$527K – – –
CIR
518
Clear Investment Research
Georgia
$526K -$164 -8 -0%
FRA
519
Front Row Advisors
California
$522K +$4.92K +240 +1%
RPGK
520
Retirement Planning Group (Kansas)
Kansas
$522K +$169K +8,272 +48%
JPMorgan Chase & Co
521
JPMorgan Chase & Co
New York
$517K +$96K +4,688 +23%
DWT
522
Dorsey & Whitney Trust
South Dakota
$514K – – –
BDFN
523
Bond & Devick Financial Network
Minnesota
$514K – – –
JCM
524
Jacobsen Capital Management
Utah
$509K +$656 +32 +0.1%
IIC
525
Integrated Investment Consultants
Michigan
$508K – – –
19 20
21
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