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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 %
PK
651
Pflug Koory
Nebraska
$101K – – –
APWA
652
Atlas Private Wealth Advisors
New Jersey
$98K -$24.5K -1,320 -20%
FBT
653
First Bank & Trust
South Dakota
$92K – – –
CG
654
Cutler Group
California
$88K +$58.7K +3,200 +200%
BlackRock
655
BlackRock
New York
$87K -$4.84K -264 -5%
LFG
656
Larson Financial Group
Missouri
$84K +$14.8K +800 +21%
BCM
657
Blume Capital Management
California
$83K -$30.3K -1,640 -27%
AIA
658
Armor Investment Advisors
North Carolina
$81K – – –
DI
659
Disciplined Investments
Oklahoma
$79K +$148 +8 +0.2%
EWM
660
EPG Wealth Management
Georgia
$79K +$79K +4,280 New
TCM
661
TD Capital Management
Tennessee
$75K – – –
SFPG
662
Stonebridge Financial Planning Group
Florida
$71K – – –
FA
663
Faithward Advisors
Pennsylvania
$71K +$10.5K +568 +17%
RPCA
664
Running Point Capital Advisors
California
$70K +$148 +8 +0.2%
MAWCM
665
Mine & Arao Wealth Creation & Management
California
$62K – – –
CTB
666
Country Trust Bank
Illinois
$61K -$12.9K -696 -17%
LWA
667
Lowe Wealth Advisors
Maryland
$59K – – –
AIP
668
Ameritas Investment Partners
Nebraska
$57K – – –
AF
669
Allworth Financial
California
$56K -$6.98K -376 -11%
MPWT
670
MassMutual Private Wealth & Trust
Connecticut
$56K – – –
GPA
671
Guidance Point Advisors
Massachusetts
$56K +$56K +3,040 New
CFA
672
Carroll Financial Associates
North Carolina
$55K – – –
MWC
673
MBM Wealth Consultants
Missouri
$52K -$2.96K -160 -5%
WWM
674
Wolff Wiese Magana
California
$50K – – –
KA
675
Kozak & Associates
Colorado
$47K +$47K +2,272 New
25 26
27
28 29