SCHG icon

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 %
OIA
701
Optimum Investment Advisors
Illinois
$16K – – –
BU
702
BBVA USA
Alabama
$15K – – –
SIC
703
Salem Investment Counselors
North Carolina
$15K – – –
CCMW
704
Cypress Capital Management (Wyoming)
Wyoming
$14K -$292 -16 -2%
BWA
705
BDO Wealth Advisors
Florida
$14K – – –
CAAS
706
Capital Asset Advisory Services
Michigan
$13K -$5.7K -312 -30%
SCA
707
Stonebridge Capital Advisors
Minnesota
$12K -$12K -648 -50%
SQA
708
Simon Quick Advisors
New Jersey
$12K – – –
GWS
709
Glassman Wealth Services
Virginia
$10K – – –
HFS
710
Hantz Financial Services
Michigan
$9K – – –
ME
711
McIlrath & Eck
Washington
$9K – – –
PMFA
712
Plante Moran Financial Advisors
Michigan
$8K – – –
CA
713
Clearstead Advisors
Ohio
$8K – – –
AWM
714
Accel Wealth Management
Iowa
$8K – – –
SSB
715
Sandy Spring Bank
Maryland
$7K – – –
HR
716
Howe & Rusling
New York
$6K – – –
AAP
717
Arax Advisory Partners
Colorado
$6K – – –
CMA
718
Cedar Mountain Advisors
Oregon
$5K -$7.29K -408 -59%
CAM
719
Costello Asset Management
Pennsylvania
$5K – – –
FFA
720
Founders Financial Alliance
North Carolina
$5K – – –
NFSG
721
Newbridge Financial Services Group
Florida
$5K +$5K +256 New
FMP
722
Financial Management Professionals
Texas
$4K -$36K -2,016 -90%
AWM
723
Activest Wealth Management
Florida
$4K -$1.83K -88 -31%
SL
724
Savior LLC
Massachusetts
$3K -$1.29K -72 -30%
AA
725
Addison Advisors
Vermont
$3K – – –
27 28
29
30 31