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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 %
CAM
551
Cubic Asset Management
Massachusetts
$446K – – –
IWN
552
Independent Wealth Network
Iowa
$446K +$39.5K +1,928 +10%
CAI
553
Capital Advisors Inc
Oklahoma
$445K +$116K +5,648 +35%
ANTB
554
AMG National Trust Bank
Colorado
$444K – – –
SS
555
Simplicity Solutions
Minnesota
$444K +$444K +21,728 New
HC
556
Hamilton Capital
Ohio
$443K – – –
AAS
557
Annex Advisory Services
Wisconsin
$442K +$165K +8,064 +60%
C
558
Certuity
Florida
$439K +$439K +21,424 New
AWA
559
Acorn Wealth Advisors
Michigan
$438K -$85.8K -4,192 -16%
RMA
560
Roffman Miller Associates
Pennsylvania
$438K – – –
SCA
561
Strategic Capital Advisers
Colorado
$436K +$3.28K +160 +0.8%
FHA
562
Flagship Harbor Advisors
Massachusetts
$434K +$982 +48 +0.2%
RWM
563
RBA Wealth Management
California
$429K +$429K +20,984 New
DC
564
Davenport & Co
Virginia
$428K +$428K +20,888 New
AGA
565
Arkos Global Advisors
Texas
$427K – – –
NG
566
NWK Group
California
$427K – – –
CCP
567
Corient Capital Partners
California
$426K +$426K +20,800 New
MI
568
Moneywise Inc
Virginia
$425K -$47.6K -2,328 -10%
TSS
569
Two Sigma Securities
New York
$424K +$424K +20,728 New
RFC
570
Regions Financial Corp
Alabama
$421K -$410K -20,000 -49%
EWM
571
Empirical Wealth Management
Washington
$421K +$131K +6,392 +45%
AWM
572
Aspire Wealth Management
Massachusetts
$419K +$419K +20,464 New
WI
573
WrapManager Inc
California
$419K +$419K +20,488 New
Goldman Sachs
574
Goldman Sachs
New York
$418K -$2.93M -142,984 -88%
PG
575
Prostatis Group
Maryland
$417K +$417K +20,368 New
21 22
23
24 25