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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
Kestra Advisory Services
Texas
$63.6M
2
Ameriprise
Ameriprise
Minnesota
$73.9M
3
MG
Mather Group
Illinois
$456M
4
TI
Tidal Investments
Wisconsin
$22.2M
5
SC
Savant Capital
Illinois
$20.9M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.36B
2
AWM
AE Wealth Management
Kansas
$15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$235M
4
FEG
Fund Evaluation Group
Ohio
$165M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
726
Global Wealth Management Investment Advisory
Florida
$3K – – –
AA
727
Addison Advisors
Vermont
$3K – – –
BCMIO
728
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$3K +184 New
MA
729
Montag & Associates
Georgia
$1K – – –
HCP
730
Hexagon Capital Partners
Arkansas
$1K – – –
CIAS
731
CFS Investment Advisory Services
New Jersey
– -$15.3M -836,912 Closed
SFMG
732
Sage Financial Management Group
Virginia
– -$15.3M -836,912 Closed
FC
733
Ferris Capital
Massachusetts
– -$7.76M -425,200 Closed
JWCA
734
J.W. Cole Advisors
Florida
– -$3.27M -179,024 Closed
QCM
735
Quest Capital Management
Texas
– -$1.29M -70,680 Closed
CC
736
Claybrook Capital
Massachusetts
– -$965K -52,880 Closed
SNBOSCI
737
Security National Bank of Sioux City Iowa
Iowa
– -$959K -52,536 Closed
MSA
738
Marino Stram & Associates
Massachusetts
– -$912K -50,000 Closed
Millennium Management
739
Millennium Management
New York
– -$651K -35,672 Closed
CAM
740
Crestone Asset Management
Colorado
– -$365K -20,032 Closed
PGWM
741
Parisi Gray Wealth Management
New Jersey
– -$349K -19,104 Closed
SWA
742
SFMG Wealth Advisors
Texas
– -$300K -16,464 Closed
RWM
743
Ritholtz Wealth Management
New York
– -$276K -15,112 Closed
CM
744
Columbus Macro
Pennsylvania
– -$263K -14,440 Closed
FMTC
745
Farmers & Merchants Trust Company
California
– -$220K -12,032 Closed
FCFC
746
First Commonwealth Financial Corp
Pennsylvania
– -$202K -11,056 Closed
PC
747
Permanens Capital
New York
– -$124K -6,800 Closed
WP
748
WealthShield Partners
North Carolina
– -$33K -1,792 Closed
QCG
749
Quadrant Capital Group
Ohio
– -$25K -1,360 Closed
BFC
750
Bedel Financial Consulting
Indiana
– -$19K -1,016 Closed
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