SCHG icon

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
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$107M
3
TWM
3
Thrive Wealth Management
Pennsylvania
$75.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.58B
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$65.9M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$4.2M
2
KAS
2
Kestra Advisory Services
Texas
$37.7M
3
PAG
3
Private Advisor Group
New Jersey
$32.7M
4
SL
4
Systelligence LLC
Minnesota
$15.9M
5
WIA
5
World Investment Advisors
California
$1.63M
Name Market Value Shares Shares
Change 		Shares
Change %
WDL
626
Well Done LLC
Michigan
$318K 1,942 +1,942 New
VHAM
627
Van Hulzen Asset Management
California
$313K 1,912 – –
CB
628
Commerce Bank
Missouri
$310K 1,893 +1,893 New
AIM
629
Aspen Investment Management
Michigan
$307K 1,872 +2 +0.1%
IC
630
IEQ Capital
California
$306K 1,868 +11 +0.6%
AF
631
Apexium Financial
Texas
$305K 1,861 -16 -0.9%
OAM
632
Oppenheimer Asset Management
New York
$303K 1,851 +292 +19%
PA
633
Parallel Advisors
California
$302K 1,842 – –
DAM
634
Delta Asset Management
Tennessee
$296K 1,805 – –
CRC
635
Curi RMB Capital
Illinois
$296K 1,808 – –
FWCM
636
Ferguson Wellman Capital Management
Oregon
$296K 1,809 +1,809 New
HWM
637
Hohimer Wealth Management
Washington
$295K 1,800 – –
AFA
638
Atlas Financial Advisors
California
$293K 1,790 +1,790 New
SFO
639
Stokes Family Office
Louisiana
$292K 1,782 +236 +15%
ACA
640
Aptus Capital Advisors
Alabama
$289K 1,767 -1,261 -42%
GG
641
Greenwood Gearhart
Arkansas
$289K 1,765 -101 -5%
BC
642
Brio Consultants
California
$288K 1,758 +1 +0.1%
FWI
643
Facet Wealth Inc
Maryland
$287K 1,754 -390 -18%
ECM
644
Exchange Capital Management
Michigan
$285K 1,740 +90 +5%
BWA
645
Beam Wealth Advisors
Louisiana
$285K 1,741 +331 +23%
ECG
646
Edge Capital Group
Georgia
$278K 1,700 -11,236 -87%
GSWM
647
Golden State Wealth Management
California
$278K 1,700 – –
MFG
648
Merit Financial Group
Georgia
$275K 1,678 – –
BST
649
Bath Savings Trust
Maine
$274K 1,675 +1 +0.1%
LWA
650
Lenox Wealth Advisors
New York
$273K 1,670 – –
24 25
26
27 28