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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
1
SEI Investments
Pennsylvania
$382M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.58B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$65.9M
4
PFG
4
Piershale Financial Group
Illinois
$28.1M
5
TIM
5
Total Investment Management
Arizona
$26.4M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$4.2M
2
KAS
2
Kestra Advisory Services
Texas
$37.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$24.7M
4
PAG
4
Private Advisor Group
New Jersey
$32.7M
5
SL
5
Systelligence LLC
Minnesota
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
526
WealthSource Partners
California
$506K -$46.2K -2,256 -8%
TPCW
527
TD Private Client Wealth
New York
$503K +$118K +5,784 +31%
MWM
528
MBE Wealth Management
Wisconsin
$502K -$59.7K -2,920 -11%
NCM
529
Northwest Capital Management
Oregon
$500K +$15.2K +824 +3%
APW
530
Aurora Private Wealth
New Jersey
$492K -$2.79K -136 -0.6%
CDIA
531
Capital Directions Investment Advisors
Georgia
$492K +$33.2K +1,624 +7%
KA
532
Klingman & Associates
New York
$489K – – –
FIG
533
FundX Investment Group
California
$488K – – –
DCM
534
Donaldson Capital Management
Indiana
$485K +$13.8K +672 +3%
HWA
535
Heritage Wealth Advisors
Virginia
$479K – – –
OFG
536
Omega Financial Group
California
$472K -$137K -6,680 -22%
AWA
537
Arkadios Wealth Advisors
Georgia
$469K -$63.5K -3,104 -12%
EK
538
Evensky & Katz
Florida
$469K – – –
SA
539
SRH Advisors
Kansas
$466K – – –
GLA
540
Great Lakes Advisors
Illinois
$464K – – –
TPW
541
Tiller Private Wealth
Pennsylvania
$462K – – –
HKIMG
542
Hutchens & Kramer Investment Management Group
Indiana
$460K +$460K +49,768 New
IWM
543
IHT Wealth Management
Illinois
$458K +$86.4K +4,224 +23%
PIMG
544
Patriot Investment Management Group
Tennessee
$457K -$12K -584 -3%
AI
545
Accredited Investors
Minnesota
$457K – – –
AMM
546
American Money Management
California
$453K -$327 -16 -0.1%
BI
547
Berkeley Inc
Idaho
$448K -$4.59K -224 -1%
AA
548
Aire Advisors
California
$448K +$448K +21,872 New
ETIA
549
Epic Trust Investment Advisors
Washington
$448K +$448K +21,904 New
PCM
550
Pennsylvania Capital Management
Pennsylvania
$447K – – –
20 21
22
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