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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
$63.6M
2
Ameriprise
Ameriprise
Minnesota
$73.9M
3
MG
Mather Group
Illinois
$456M
4
TI
Tidal Investments
Wisconsin
$22.2M
5
SC
Savant Capital
Illinois
$20.9M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.36B
2
AWM
AE Wealth Management
Kansas
$15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$235M
4
FEG
Fund Evaluation Group
Ohio
$165M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
576
Precision Wealth Strategies
Missouri
$266K +$266K +14,352 New
IRC
577
Investors Research Corp
Georgia
$265K +$53.7K +2,896 +25%
EWM
578
Empirical Wealth Management
Washington
$263K -$9.64K -520 -4%
BC
579
Brio Consultants
California
$260K – – –
GWM
580
Geneos Wealth Management
Colorado
$254K +$254K +13,576 New
GSWM
581
Golden State Wealth Management
California
$252K -$12K -648 -5%
AAS
582
Annex Advisory Services
Wisconsin
$251K -$240K -12,936 -49%
TFS
583
Thoroughbred Financial Services
Tennessee
$251K +$251K +13,568 New
RJT
584
Raymond James Trust
Florida
$250K – – –
CCM
585
Carlson Capital Management
Minnesota
$249K -$3.55K -192 -1%
MFG
586
Merit Financial Group
Georgia
$248K – – –
BST
587
Bath Savings Trust
Maine
$248K +$248K +13,392 New
LWA
588
Lenox Wealth Advisors
New York
$247K – – –
NP
589
NorthRock Partners
Minnesota
$247K +$12.3K +664 +5%
ECM
590
Exchange Capital Management
Michigan
$244K – – –
SFWA
591
Summit Financial Wealth Advisors
Louisiana
$244K – – –
BC
592
Burney Company
Virginia
$243K – – –
FF
593
Friedenthal Financial
New Jersey
$243K – – –
ZIM
594
Zacks Investment Management
Illinois
$242K -$132K -7,096 -35%
LK
595
Lumbard & Kellner
New Hampshire
$240K – – –
HIP
596
HUB Investment Partners
Texas
$238K +$26.3K +1,416 +12%
LNWTC
597
Laird Norton Wetherby Trust Company
Washington
$236K – – –
BF
598
BOK Financial
Oklahoma
$234K +$234K +12,640 New
OAM
599
Oppenheimer Asset Management
New York
$231K – – –
Lido Advisors
600
Lido Advisors
California
$230K -$4.31K -232 -2%
22 23
24
25 26