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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 %
RFN
676
RDA Financial Network
Iowa
$236K 1,444 +1,444 New
RA
677
Rodgers & Associates
Pennsylvania
$235K 1,434 – –
MCCP
678
Mission Creek Capital Partners
California
$233K 1,420 – –
BWM
679
BNC Wealth Management
Oregon
$233K 1,425 +1,425 New
Bank of Montreal
680
Bank of Montreal
Ontario, Canada
$232K 1,394 +29 +2%
PCA
681
Providence Capital Advisors
North Carolina
$231K 1,413 -388 -22%
VA
682
Valmark Advisers
Ohio
$231K 1,414 -32 -2%
EWM
683
Evermay Wealth Management
Virginia
$230K 1,405 -50 -3%
GHAM
684
Gilman Hill Asset Management
Connecticut
$228K 1,395 +1,395 New
HL
685
HeadInvest LLC
Maine
$226K 1,378 +1,378 New
AWM
686
Axxcess Wealth Management
California
$226K 1,380 +1,380 New
GC
687
Grimes & Company
Massachusetts
$225K 1,373 -155 -10%
SCA
688
STALEY CAPITAL ADVISERS
Pennsylvania
$223K 1,364 -500 -27%
RDWM
689
Red Door Wealth Management
Tennessee
$223K 1,365 – –
BFA
690
Bragg Financial Advisors
North Carolina
$222K 1,500 – –
ISL
691
Ingalls & Snyder LLC
New York
$220K 1,344 -100 -7%
HIC
692
Hartline Investment Corp
Illinois
$220K 1,343 -84 -6%
FRA
693
Frank Rimerman Advisors
California
$219K 1,336 +1,336 New
SPA
694
Sentinel Pension Advisors
Massachusetts
$217K 1,328 -98 -7%
CSIA
695
Charles Schwab Investment Advisory
California
$217K 1,322 +1,322 New
WS
696
Wedbush Securities
California
$217K 1,324 +1,324 New
MCP
697
Mirador Capital Partners
California
$216K 1,320 +1,320 New
ET
698
Equitable Trust
Tennessee
$215K 1,316 +1,316 New
AIM
699
Anchor Investment Management
South Carolina
$214K 1,309 -24 -2%
EHC
700
Everett Harris & Co
California
$213K 1,300 +1,300 New
26 27
28
29 30