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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
1
Kestra Advisory Services
Texas
$63.6M
2
Ameriprise
2
Ameriprise
Minnesota
$73.9M
3
MG
3
Mather Group
Illinois
$456M
4
TI
4
Tidal Investments
Wisconsin
$22.2M
5
SC
5
Savant Capital
Illinois
$20.9M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.36B
2
AWM
2
AE Wealth Management
Kansas
$15M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$235M
4
FEG
4
Fund Evaluation Group
Ohio
$165M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDFA
676
Ritter Daniher Financial Advisory
Ohio
$45K -$3.11K -168 -6%
WT
677
Washington Trust
Rhode Island
$44K – – –
CWP
678
Concord Wealth Partners
Virginia
$43K -$1.91K -104 -4%
CCA
679
Column Capital Advisors
Indiana
$43K +$150 +8 +0.3%
LAS
680
Lloyd Advisory Services
Georgia
$42K -$3.27M -176,104 -99%
CHC
681
City Holding Co
West Virginia
$40K – – –
LWANC
682
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K -$11.6K -624 -23%
CYG
683
Clean Yield Group
Vermont
$37K – – –
BAM
684
Bellevue Asset Management
Washington
$37K – – –
WTC
685
WhitTier Trust Company
Nevada
$36K – – –
GIA
686
Goodwin Investment Advisory
Georgia
$34K +$12K +656 +55%
HWM
687
HighMark Wealth Management
Minnesota
$31K – – –
CAL
688
Capital Analysts LLC
Pennsylvania
$30K – – –
FPB
689
First PREMIER Bank
South Dakota
$30K – – –
LWM
690
Liberty Wealth Management
California
$30K – – –
FFA
691
Freedman Financial Associates
Massachusetts
$30K – – –
Citigroup
692
Citigroup
New York
$27K -$23.2K -1,264 -46%
BAM
693
Barrett Asset Management
New York
$26K -$24.5K -1,320 -49%
FCFS
694
First Command Financial Services
Texas
$26K – – –
FCMT
695
Founders Capital Management (Texas)
Texas
$26K – – –
FCB
696
First Command Bank
Texas
$26K – – –
CTC
697
Central Trust Company
Missouri
$24K – – –
ACA
698
Atlas Capital Advisors
Wyoming
$24K +$9.48K +512 +65%
IRAG
699
Investment Research & Advisory Group
Georgia
$22K – – –
GWSG
700
GPS Wealth Strategies Group
Colorado
$18K – – –
26 27
28
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