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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.

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 %
CI
576
Chartist Inc
California
$410K +$1.85K +112 +0.5%
1832 Asset Management
577
1832 Asset Management
Ontario, Canada
$410K +$91.6K +4,416 +29%
Qube Research & Technologies (QRT)
578
Qube Research & Technologies (QRT)
United Kingdom
$407K -$105K -5,152 -21%
MWM
579
Mission Wealth Management
California
$406K – – –
ICG
580
InterOcean Capital Group
Tennessee
$404K +$404K +19,760 New
CIA
581
Capital Investment Advisors
Georgia
$400K -$36.5K -1,784 -8%
ACA
582
Ascension Capital Advisors
Texas
$398K -$6.55K -320 -2%
SHJ
583
Sharkey, Howes & Javer
Colorado
$395K -$18.2K -888 -4%
PAM
584
Private Asset Management
California
$395K – – –
AF
585
Allworth Financial
California
$395K +$333K +16,304 +541%
GCM
586
G2 Capital Management
Ohio
$390K +$390K +19,064 New
OWP
587
Obermeyer Wealth Partners
Colorado
$389K – – –
CPSAC
588
Chas P. Smith & Associates (CPS)
Florida
$389K – – –
PFP
589
Pinnacle Financial Partners
Tennessee
$388K -$9.83K -480 -2%
WP
590
WealthPLAN Partners
Nebraska
$387K +$38K +2,040 +11%
LF
591
Lantz Financial
Illinois
$384K – – –
ZIM
592
Zacks Investment Management
Illinois
$378K +$111K +5,440 +42%
IRC
593
Investors Research Corp
Georgia
$371K +$78.1K +3,816 +27%
RC
594
Roundview Capital
New Jersey
$368K – – –
SW
595
SteelPeak Wealth
California
$368K +$10.5K +512 +3%
RFA
596
Resurgent Financial Advisors
Georgia
$364K +$364K +17,760 New
FHA
597
First Horizon Advisors
Tennessee
$362K – – –
FWM
598
Finer Wealth Management
Massachusetts
$362K +$362K +16,968 New
SC
599
Scotia Capital
Ontario, Canada
$359K -$12.3K -600 -3%
Lido Advisors
600
Lido Advisors
California
$358K +$103K +5,000 +40%
22 23
24
25 26