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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 %
CPA
701
Cardiff Park Advisors
California
$213K 1,303 +1,303 New
RJT
702
Raymond James Trust
Florida
$212K 1,296 -394 -23%
CFB
703
Cullen/Frost Bankers
Texas
$210K 1,280 +1 +0.1%
FWM
704
Fingerlakes Wealth Management
New York
$210K 1,308 +1,308 New
Brown Advisory
705
Brown Advisory
Maryland
$209K 1,278 -1,313 -51%
PWM
706
Provident Wealth Management
Tennessee
$209K 1,276 – –
RA
707
Riverstone Advisors
Texas
$208K 1,270 +1,270 New
Millennium Management
708
Millennium Management
New York
$207K 1,262 +1,262 New
BBA
709
BLB&B Advisors
Pennsylvania
$206K 1,259 -13,777 -92%
GAM
710
Grandview Asset Management
Pennsylvania
$205K 1,252 +1,252 New
SFG
711
StrategIQ Financial Group
Indiana
$205K 1,254 +1,254 New
CNC
712
Canandaigua National Corp
New York
$203K 1,242 +1,242 New
AP
713
Appleton Partners
Massachusetts
$201K 1,227 -140 -10%
CCM
714
Check Capital Management
California
$201K 1,225 +1,225 New
PB
715
Pinnacle Bancorp
Nebraska
$200K 1,219 – –
SW
716
SlateStone Wealth
Florida
$200K 1,222 +1,222 New
TFS
717
TrustCore Financial Services
Tennessee
$198K 1,207 -6,273 -84%
RG
718
Retirement Group
California
$198K 1,212 +280 +30%
EVM
719
Eaton Vance Management
Massachusetts
$189K 1,157 – –
PAI
720
Pittenger & Anderson Inc
Nebraska
$187K 1,139 -74 -6%
TAIM
721
TD Ameritrade Investment Management
Nebraska
$185K 1,127 -2,292 -67%
Bessemer Group
722
Bessemer Group
New Jersey
$178K 1,090 – –
CTC
723
Central Trust Company
Missouri
$178K 1,083 +921 +569%
HGWM
724
Harvest Group Wealth Management
Massachusetts
$165K 1,006 – –
TF
725
TimeScale Financial
Massachusetts
$164K 1,004 – –
27 28
29
30 31