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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 %
GWMIA
826
Global Wealth Management Investment Advisory
Florida
$4K 23 – –
AA
827
Addison Advisors
Vermont
$3K 20 – –
SL
828
Savior LLC
Massachusetts
$3K 21 – –
MA
829
Montag & Associates
Georgia
$2K 10 – –
LFA
830
Level Financial Advisors
New York
$2K 9 +9 New
HS
831
Horan Securities
United States
$2K 10 +10 New
SWA
832
SOA Wealth Advisors
New York
$2K 18 +18 New
HR
833
Howe & Rusling
New York
$1K 7 -33 -83%
HCP
834
Hexagon Capital Partners
Arkansas
$1K 9 – –
BHWM
835
Beaird Harris Wealth Management
Texas
$1K 4 +4 New
CFN
836
Cordasco Financial Network
Florida
$1K 8 +8 New
BFG
837
Beacon Financial Group
Texas
– – -66,929 Closed
SW
838
Signify Wealth
Missouri
– – -47,767 Closed
CCFM
839
Clear Creek Financial Management
Washington
– – -33,377 Closed
SIM
840
Seaview Investment Managers
Florida
– – -20,445 Closed
FEM
841
Fulcrum Equity Management
Texas
– – -18,683 Closed
GRP
842
Global Retirement Partners
California
– – -18,605 Closed
Citadel Advisors
843
Citadel Advisors
Florida
– – -18,193 Closed
MIAN
844
Mariner Independent Advisor Network
Kansas
– – -16,919 Closed
HAS
845
HBW Advisory Services
California
– – -14,378 Closed
Jane Street
846
Jane Street
New York
– – -11,901 Closed
CIC
847
Cornercap Investment Counsel
Georgia
– – -10,275 Closed
FFA
848
First Foundation Advisors
California
– – -6,927 Closed
WIC
849
Whitegate Investment Counselors
New Hampshire
– – -5,436 Closed
QAM
850
Q3 Asset Management
Michigan
– – -4,740 Closed
31 32 33
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