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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 %
AC
801
AlphaCore Capital
California
$14K 88 -814 -90%
SQA
802
Simon Quick Advisors
New Jersey
$14K 85 – –
CA
803
Clearstead Advisors
Ohio
$14K 83 +27 +48%
SCA
804
Stonebridge Capital Advisors
Minnesota
$13K 81 – –
LFG
805
Leverty Financial Group
Wisconsin
$13K 80 +80 New
PO
806
Private Ocean
California
$13K 80 +80 New
AWM
807
Aberdeen Wealth Management
Illinois
$12K 75 +75 New
AAP
808
Arax Advisory Partners
Colorado
$11K 68 +25 +58%
FA
809
Faithward Advisors
Pennsylvania
$10K 58 -424 -88%
HFS
810
Hantz Financial Services
Michigan
$10K 64 – –
PMFA
811
Plante Moran Financial Advisors
Michigan
$9K 56 – –
AWM
812
Accel Wealth Management
Iowa
$9K 55 – –
FMP
813
Financial Management Professionals
Texas
$9K 56 +28 +100%
SJIA
814
St. James Investment Advisors
New York
$9K 55 +55 New
SSB
815
Sandy Spring Bank
Maryland
$8K 48 – –
ME
816
McIlrath & Eck
Washington
$7K 43 -18 -30%
CSB
817
City State Bank
Iowa
$7K 40 +40 New
BW
818
Bison Wealth
Georgia
$6K 35 -763 -96%
FFA
819
Founders Financial Alliance
North Carolina
$6K 34 – –
CMA
820
Cedar Mountain Advisors
Oregon
$5K 33 -2 -6%
CAM
821
Costello Asset Management
Pennsylvania
$5K 32 – –
NFSG
822
Newbridge Financial Services Group
Florida
$5K 32 – –
AWM
823
Activest Wealth Management
Florida
$4K 24 – –
MSFP
824
Mark Sheptoff Financial Planning
Connecticut
$4K 22 – –
BCMIO
825
Beacon Capital Management Inc (Ohio)
Ohio
$4K 23 – –
31 32
33
34 35