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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 %
SFO
601
Stokes Family Office
Louisiana
$229K +$229K +12,368 New
GC
602
Grimes & Company
Massachusetts
$226K +$226K +12,224 New
RC
603
RegentAtlantic Capital
New Jersey
$223K -$21.4K -1,160 -9%
PA
604
Prism Advisors
California
$223K – – –
FSA
605
Fort Sheridan Advisors
Illinois
$222K – – –
PCM
606
Palouse Capital Management
Washington
$222K – – –
BFEC
607
Benjamin F. Edwards & Company
Missouri
$222K +$106K +5,736 +92%
BFA
608
Bragg Financial Advisors
North Carolina
$222K +$222K +12,000 New
PP
609
Palladium Partners
Virginia
$221K – – –
JFGIW
610
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$221K – – –
Fisher Asset Management
611
Fisher Asset Management
Washington
$220K -$146K -7,872 -40%
SC
612
Stolper & Co
Oklahoma
$219K -$2.52K -136 -1%
AC
613
Apella Capital
Connecticut
$217K – – –
EWM
614
Evermay Wealth Management
Virginia
$215K – – –
TCWM
615
Total Clarity Wealth Management
Illinois
$215K +$215K +11,600 New
ISL
616
Ingalls & Snyder LLC
New York
$214K – – –
VA
617
Valmark Advisers
Ohio
$214K – – –
RA
618
Rodgers & Associates
Pennsylvania
$212K +$212K +11,472 New
HIC
619
Hartline Investment Corp
Illinois
$211K -$4.14K -224 -2%
SPA
620
Sentinel Pension Advisors
Massachusetts
$211K – – –
MCCP
621
Mission Creek Capital Partners
California
$210K – – –
BWA
622
Beam Wealth Advisors
Louisiana
$209K -$7.71K -416 -4%
MC
623
Montag & Caldwell
Georgia
$208K – – –
KCPG
624
Kavar Capital Partners Group
Kansas
$205K -$81.6K -4,400 -28%
TCWA
625
Ten Capital Wealth Advisors
Washington
$205K +$205K +11,096 New
23 24
25
26 27