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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 %
NFG
551
Next Financial Group
Texas
$304K -$6.64K -360 -2%
SFC
552
SYM Financial Corp
Indiana
$304K – – –
SSWM
553
Smith Salley Wealth Management
North Carolina
$302K – – –
PS
554
Portfolio Solutions
Michigan
$301K +$297 +16 +0.1%
MSS
555
Mitchell Sinkler & Starr
Pennsylvania
$301K +$24.4K +1,320 +9%
Neuberger Berman Group
556
Neuberger Berman Group
New York
$300K +$5.77K +312 +2%
CPC
557
Consolidated Planning Corp
Georgia
$299K +$299K +16,144 New
CCT
558
Country Club Trust
Missouri
$298K – – –
CAI
559
Capital Advisors Inc
Oklahoma
$298K – – –
PA
560
PSI Advisors
Florida
$297K +$12.6K +680 +4%
ABC
561
Associated Banc-Corp
Wisconsin
$296K – – –
1832 Asset Management
562
1832 Asset Management
Ontario, Canada
$293K – – –
Simplex Trading
563
Simplex Trading
Illinois
$284K – – –
VHAM
564
Van Hulzen Asset Management
California
$283K – – –
AF
565
Apexium Financial
Texas
$278K +$2.52K +136 +0.9%
AIM
566
Aspen Investment Management
Michigan
$277K +$148 +8 +0.1%
SCA
567
STALEY CAPITAL ADVISERS
Pennsylvania
$276K – – –
GG
568
Greenwood Gearhart
Arkansas
$276K +$21.4K +1,160 +8%
IC
569
IEQ Capital
California
$275K +$296 +16 +0.1%
PA
570
Parallel Advisors
California
$273K +$148 +8 +0.1%
GKWIM
571
Gerber Kawasaki Wealth & Investment Management
California
$269K +$269K +14,584 New
CRC
572
Curi RMB Capital
Illinois
$268K – – –
DAM
573
Delta Asset Management
Tennessee
$267K – – –
HWM
574
Hohimer Wealth Management
Washington
$267K – – –
PCA
575
Providence Capital Advisors
North Carolina
$267K +$267K +14,408 New
21 22
23
24 25