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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 %
YIH
851
Y-Intercept (HK)
Hong Kong
– – -2,964 Closed
M&T Bank
852
M&T Bank
New York
– – -2,382 Closed
PWM
853
Praetorian Wealth Management
California
– – -2,281 Closed
CFG
854
Cooper Financial Group
California
– – -2,212 Closed
Neuberger Berman Group
855
Neuberger Berman Group
New York
– – -2,029 Closed
CCT
856
Country Club Trust
Missouri
– – -2,000 Closed
Fisher Asset Management
857
Fisher Asset Management
Washington
– – -1,483 Closed
KCPG
858
Kavar Capital Partners Group
Kansas
– – -1,382 Closed
RZH
859
Relyea Zuckerberg Hanson
Connecticut
– – -1,375 Closed
PWM
860
Purus Wealth Management
California
– – -1,349 Closed
AIA
861
Angeles Investment Advisors
California
– – -1,212 Closed
IF
862
Ironwood Financial
Arizona
– – -931 Closed
APWA
863
Atlas Private Wealth Advisors
New Jersey
– – -661 Closed
CG
864
Cutler Group
California
– – -600 Closed
RPCA
865
Running Point Capital Advisors
California
– – -473 Closed
GPA
866
Guidance Point Advisors
Massachusetts
– – -380 Closed
LWM
867
Liberty Wealth Management
California
– – -204 Closed
PAG
868
Paladin Advisory Group
Iowa
– – – –
Wolverine Trading
869
Wolverine Trading
Illinois
– – – –
IA
870
IFS Advisors
Kansas
$0 1 +1 New
DHGWA
871
Dixon Hughes Goodman Wealth Advisors
North Carolina
$0 1 +1 New
EWA
872
EverSource Wealth Advisors
Alabama
$0 2 +2 New
31 32 33 34
35