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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 %
MWM
526
Mission Wealth Management
California
$367K – – –
ACA
527
Ascension Capital Advisors
Texas
$366K -$19.4K -1,048 -5%
PFP
528
Pinnacle Financial Partners
Tennessee
$360K – – –
CS
529
Capital Square
Tennessee
$359K -$5.83K -312 -2%
PAM
530
Private Asset Management
California
$357K – – –
KWM
531
Keebeck Wealth Management
Illinois
$356K -$737K -39,832 -67%
M&T Bank
532
M&T Bank
New York
$353K – – –
OWP
533
Obermeyer Wealth Partners
Colorado
$352K – – –
CPSAC
534
Chas P. Smith & Associates (CPS)
Florida
$352K – – –
TPCW
535
TD Private Client Wealth
New York
$348K +$331K +17,888 +1,996%
LF
536
Lantz Financial
Illinois
$347K – – –
PWM
537
Praetorian Wealth Management
California
$338K -$445 -24 -0.1%
IWM
538
IHT Wealth Management
Illinois
$336K +$336K +18,160 New
SC
539
Scotia Capital
Ontario, Canada
$335K +$335K +18,120 New
RC
540
Roundview Capital
New Jersey
$333K – – –
CFG
541
Cooper Financial Group
California
$328K +$328K +17,696 New
FHA
542
First Horizon Advisors
Tennessee
$327K – – –
SW
543
SteelPeak Wealth
California
$323K -$5.63K -304 -2%
PFA
544
Paradigm Financial Advisors
Missouri
$321K -$444 -24 -0.1%
RPGK
545
Retirement Planning Group (Kansas)
Kansas
$319K +$103K +5,592 +48%
FWI
546
Facet Wealth Inc
Maryland
$318K +$57.8K +3,120 +22%
SHA
547
Seneca House Advisors
Virginia
$312K -$95.7K -5,168 -23%
PA
548
Pinnacle Associates
New York
$308K -$1.48K -80 -0.5%
AW
549
ACG Wealth
Georgia
$306K -$2.37K -128 -0.8%
MHR
550
Matthew Hamilton Rosenberg
$306K – – –
20 21
22
23 24