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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
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 %
SCA
651
Scott Capital Advisors
Oregon
$272K 1,660 +1,660 New
BC
652
Burney Company
Virginia
$269K 1,644 – –
FF
653
Friedenthal Financial
New Jersey
$269K 1,640 – –
MC
654
Montag & Caldwell
Georgia
$269K 1,643 +237 +17%
CCM
655
Carlson Capital Management
Minnesota
$267K 1,632 -50 -3%
CST
656
Charles Schwab Trust
Nevada
$267K 1,631 +1,631 New
FAM
657
Frontier Asset Management
Wyoming
$266K 1,623 +1,623 New
WMR
658
Wealth Management Resources
Rhode Island
$266K 1,624 +1,624 New
LNWTC
659
Laird Norton Wetherby Trust Company
Washington
$262K 1,600 – –
BF
660
BOK Financial
Oklahoma
$259K 1,580 – –
LWM
661
Lyell Wealth Management
California
$251K 1,534 +1,534 New
CAP
662
Columbia Advisory Partners
Washington
$249K 1,523 +1,523 New
HIP
663
HUB Investment Partners
Texas
$248K 1,516 -88 -5%
PA
664
Prism Advisors
California
$247K 1,509 – –
FSA
665
Fort Sheridan Advisors
Illinois
$246K 1,500 – –
PP
666
Palladium Partners
Virginia
$245K 1,495 – –
TCWM
667
Total Clarity Wealth Management
Illinois
$245K 1,495 +45 +3%
RC
668
RegentAtlantic Capital
New Jersey
$244K 1,489 -20 -1%
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$244K 1,494 – –
PCM
670
Palouse Capital Management
Washington
$243K 1,482 -16 -1%
SC
671
Stolper & Co
Oklahoma
$242K 1,478 – –
LK
672
Lumbard & Kellner
New Hampshire
$241K 1,619 – –
AC
673
Apella Capital
Connecticut
$239K 1,462 – –
CFO
674
CVA Family Office
Colorado
$237K 1,447 +1 +0.1%
LWM
675
Loveless Wealth Management
Montana
$236K 1,440 +1,440 New
25 26
27
28 29