SCHG icon

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 %
CHC
776
City Holding Co
West Virginia
$39K 271 – –
GIA
777
Goodwin Investment Advisory
Georgia
$38K 232 – –
HWM
778
HighMark Wealth Management
Minnesota
$35K 212 +1 +0.5%
FPB
779
First PREMIER Bank
South Dakota
$33K 202 – –
FFA
780
Freedman Financial Associates
Massachusetts
$33K 200 – –
KIG
781
Kessler Investment Group
Indiana
$33K 199 +199 New
BAM
782
Barrett Asset Management
New York
$29K 175 – –
FCFS
783
First Command Financial Services
Texas
$29K 175 – –
FCMT
784
Founders Capital Management (Texas)
Texas
$28K 173 – –
JFA
785
JNBA Financial Advisors
Minnesota
$27K 162 +162 New
FCB
786
First Command Bank
Texas
$26K 175 – –
C
787
Covestor
United Kingdom
$25K 150 +150 New
COCM
788
Charter Oak Capital Management
New Hampshire
$25K 152 +152 New
IRAG
789
Investment Research & Advisory Group
Georgia
$24K 146 – –
IHWM
790
Iron Horse Wealth Management
Iowa
$23K 142 +142 New
GWSG
791
GPS Wealth Strategies Group
Colorado
$20K 120 – –
OIA
792
Optimum Investment Advisors
Illinois
$18K 108 – –
PCMC
793
Paragon Capital Management (Colorado)
Colorado
$18K 108 +108 New
CSWM
794
Cassady Schiller Wealth Management
Ohio
$18K 112 +112 New
CCMW
795
Cypress Capital Management (Wyoming)
Wyoming
$16K 96 – –
BWA
796
BDO Wealth Advisors
Florida
$16K 97 – –
SIC
797
Salem Investment Counselors
North Carolina
$16K 100 – –
FCMA
798
Foresight Capital Management Advisors
Michigan
$16K 99 +99 New
CAAS
799
Capital Asset Advisory Services
Michigan
$15K 92 +3 +3%
HIA
800
Harbor Investment Advisory
Maryland
$15K 92 +92 New
30 31
32
33 34