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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 %
CTB
751
Country Trust Bank
Illinois
$68K 413 – –
CAL
752
Capital Analysts LLC
Pennsylvania
$67K 411 +209 +103%
LWA
753
Lowe Wealth Advisors
Maryland
$66K 400 – –
AIP
754
Ameritas Investment Partners
Nebraska
$64K 391 – –
SFPG
755
Stonebridge Financial Planning Group
Florida
$63K 435 – –
CFA
756
Carroll Financial Associates
North Carolina
$62K 374 – –
GWS
757
Glassman Wealth Services
Virginia
$57K 350 +280 +400%
WWM
758
Wolff Wiese Magana
California
$55K 338 – –
MWC
759
MBM Wealth Consultants
Missouri
$53K 321 -30 -9%
LAS
760
Lloyd Advisory Services
Georgia
$52K 318 +35 +12%
MFA
761
Morling Financial Advisors
California
$51K 314 +314 New
RDFA
762
Ritter Daniher Financial Advisory
Ohio
$50K 304 – –
National Bank of Canada
763
National Bank of Canada
Quebec, Canada
$50K 304 +304 New
WT
764
Washington Trust
Rhode Island
$47K 290 -10 -3%
CCA
765
Column Capital Advisors
Indiana
$47K 287 – –
ACA
766
Atlas Capital Advisors
Wyoming
$43.7K 267 +105 +65%
LWANC
767
Laurel Wealth Advisors (North Carolina)
North Carolina
$42K 255 – –
Simplex Trading
768
Simplex Trading
Illinois
$41K 254 -1,688 -87%
CYG
769
Clean Yield Group
Vermont
$41K 252 – –
BAM
770
Bellevue Asset Management
Washington
$41K 250 – –
MTWM
771
Masso Torrence Wealth Management
New Jersey
$40K 245 +245 New
RWA
772
RGT Wealth Advisors
Texas
$40K 246 +246 New
TCWA
773
Ten Capital Wealth Advisors
Washington
$39K 238 -1,149 -83%
WTC
774
WhitTier Trust Company
Nevada
$39K 240 – –
KA
775
Kozak & Associates
Colorado
$39K 284 – –
29 30
31
32 33