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.

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 Market Value Shares Shares
Change 		Shares
Change %
FA
51
Financial Advisors
Massachusetts
$26.5M 1,430,520 +264,152 +23%
TWM
52
Tradition Wealth Management
Minnesota
$26.3M 1,421,520 +30,624 +2%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
– – – –
AG
54
Appleton Group
Wisconsin
$24.8M 1,339,592 +35,912 +3%
NCMW
55
Northern Capital Management (Washington)
Washington
$24.7M 1,332,264 -11,720 -0.9%
SAM
56
Summit Asset Management
Tennessee
$24.3M 1,314,352 -27,360 -2%
NFG
57
Nadler Financial Group
Illinois
$24.1M 1,304,104 -35,576 -3%
SPC
58
Sigma Planning Corp
Michigan
$23.4M 1,262,256 +717,800 +132%
TI
59
Tidal Investments
Wisconsin
$22.2M 1,200,760 +1,200,760 New
SDWMA
60
Schneider Downs Wealth Management Advisors
Pennsylvania
$22.2M 1,197,320 +66,840 +6%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$21.7M 1,172,136 -93,464 -7%
MFGP
62
Marshall Financial Group (Pennsylvania)
Pennsylvania
$21.4M 1,154,840 +952 +0.1%
ASI
63
Advisory Services & Investments
Oregon
$21.1M 1,138,240 +4,520 +0.4%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$21M 1,137,040 +181,600 +19%
SC
65
Savant Capital
Illinois
$20.9M 1,127,232 +1,029,680 +1,056%
PWS
66
Private Wealth Strategies
Ohio
$20.5M 1,109,168 +42,544 +4%
Creative Planning
67
Creative Planning
Kansas
$20.3M 1,095,328 -94,608 -8%
FAN
68
Financial Advisors Network
California
$20.1M 981,488 +77,416 +9%
MGIA
69
Moneta Group Investment Advisors
Missouri
$20.1M 1,087,608 +136,992 +14%
GB
70
Goepper Burkhardt
South Carolina
$19.7M 1,066,288 +7,592 +0.7%
GIA
71
GHP Investment Advisors
Colorado
$19.7M 1,064,992 +4,008 +0.4%
HG
72
Harbor Group
New Hampshire
$19.5M 1,051,872 -14,216 -1%
RCA
73
Reitz Capital Advisors
Michigan
$19.1M 1,032,920 -167,992 -14%
PIP
74
Peachtree Investment Partners
Florida
$19.1M 1,032,464 +23,496 +2%
BA
75
Ballast Advisors
Minnesota
$18.8M 1,014,744 -13,480 -1%
1 2
3
4 5