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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 %
Bank of Montreal
626
Bank of Montreal
Ontario, Canada
$204K +$6.73K +360 +3%
RZH
627
Relyea Zuckerberg Hanson
Connecticut
$204K +$204K +11,000 New
RDWM
628
Red Door Wealth Management
Tennessee
$202K +$148 +8 +0.1%
AP
629
Appleton Partners
Massachusetts
$202K +$202K +10,936 New
PWM
630
Purus Wealth Management
California
$200K +$200K +10,792 New
AIM
631
Anchor Investment Management
South Carolina
$197K -$148 -8 -0.1%
PWM
632
Provident Wealth Management
Tennessee
$189K -$17.6K -952 -9%
CFB
633
Cullen/Frost Bankers
Texas
$189K – – –
PB
634
Pinnacle Bancorp
Nebraska
$181K +$2.52K +136 +1%
PAI
635
Pittenger & Anderson Inc
Nebraska
$180K -$11.1K -600 -6%
AIA
636
Angeles Investment Advisors
California
$179K +$179K +9,696 New
CFO
637
CVA Family Office
Colorado
$166K – – –
Bessemer Group
638
Bessemer Group
New Jersey
$161K – – –
HGWM
639
Harvest Group Wealth Management
Massachusetts
$149K -$13.8K -744 -8%
TF
640
TimeScale Financial
Massachusetts
$149K – – –
FF
641
FourThought Financial
Florida
$143K – – –
GT
642
Glenmede Trust
Pennsylvania
$142K – – –
IF
643
Ironwood Financial
Arizona
$138K – – –
RG
644
Retirement Group
California
$138K +$22.2K +1,200 +19%
TCM
645
Tradewinds Capital Management
Washington
$135K -$84.7K -4,560 -39%
AC
646
AlphaCore Capital
California
$134K +$117K +6,320 +705%
Fifth Third Bancorp
647
Fifth Third Bancorp
Ohio
$123K – – –
BW
648
Bison Wealth
Georgia
$118K – – –
GI
649
Gradient Investments
Minnesota
$109K – – –
AP
650
Atwood & Palmer
Missouri
$104K +$104K +5,600 New
24 25
26
27 28