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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 %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$31M 189,556 -23,862 -11%
CWA
52
Cornerstone Wealth Advisors
Minnesota
$30.6M 187,079 -1,300 -0.7%
PFM
53
Parsec Financial Management
North Carolina
$30.1M 183,550 -7,475 -4%
TWM
54
Tradition Wealth Management
Minnesota
$29.5M 180,399 +2,709 +2%
PFG
55
Piershale Financial Group
Illinois
$28.1M 171,871 +171,871 New
NCMW
56
Northern Capital Management (Washington)
Washington
$27.2M 165,862 -671 -0.4%
NFG
57
Nadler Financial Group
Illinois
$27.1M 165,245 +2,232 +1%
I
58
INVST
Indiana
$27M 199,612 +2,770 +1%
SAM
59
Summit Asset Management
Tennessee
$26.9M 163,982 -312 -0.2%
SPC
60
Sigma Planning Corp
Michigan
$26.7M 162,764 +4,982 +3%
TIM
61
Total Investment Management
Arizona
$26.4M 161,492 +161,492 New
JWM
62
Janiczek Wealth Management
Colorado
$26M 158,897 +143,368 +923%
SC
63
Savant Capital
Illinois
$25.9M 158,080 +17,176 +12%
AG
64
Appleton Group
Wisconsin
$24.7M 150,907 -16,542 -10%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
– – – –
SDWMA
66
Schneider Downs Wealth Management Advisors
Pennsylvania
$24.6M 150,518 +853 +0.6%
MFGP
67
Marshall Financial Group (Pennsylvania)
Pennsylvania
$24M 146,444 +2,089 +1%
PWS
68
Private Wealth Strategies
Ohio
$23.5M 143,727 +5,081 +4%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$23.2M 141,377 -753 -0.5%
MGIA
70
Moneta Group Investment Advisors
Missouri
$23M 140,470 +4,519 +3%
PIP
71
Peachtree Investment Partners
Florida
$22.7M 138,730 +9,672 +7%
ASI
72
Advisory Services & Investments
Oregon
$22.6M 137,824 -4,456 -3%
GB
73
Goepper Burkhardt
South Carolina
$22.2M 135,639 +2,353 +2%
RCA
74
Reitz Capital Advisors
Michigan
$21.9M 150,114 +20,999 +16%
GIA
75
GHP Investment Advisors
Colorado
$21.7M 132,231 -893 -0.7%
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