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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

731 hedge funds and large institutions have $7.99B invested in Schwab US Large-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 274 increasing their positions, 239 reducing their positions, and 23 closing their positions.

Holders
731
Holders Change
+34
Holders Change %
+4.88%
% of All Funds
12.84%
Holding in Top 10
111
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.95%
New
66
Increased
274
Reduced
239
Closed
23
Calls
$3.76M
Puts
$1.47M
Net Calls
+$2.29M
Net Calls Change
-$5.19M

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$63.6M
2
Ameriprise
2
Ameriprise
Minnesota
$73.9M
3
MG
3
Mather Group
Illinois
$456M
4
TI
4
Tidal Investments
Wisconsin
$22.2M
5
SC
5
Savant Capital
Illinois
$20.9M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.36B
2
AWM
2
AE Wealth Management
Kansas
$15M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$235M
4
FEG
4
Fund Evaluation Group
Ohio
$165M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
76
Denver PWM
Colorado
$18.5M +$256K +13,816 +1%
XF
77
XML Financial
Maryland
$18.2M -$2.22M -119,728 -11%
CCM
78
Ciovacco Capital Management
Georgia
$18.1M +$12.5M +676,880 +226%
CCMG
79
Clark Capital Management Group
Pennsylvania
$17.7M -$8.46M -456,976 -32%
MSFS
80
Main Street Financial Solutions
Pennsylvania
$17.4M +$1.59M +86,088 +10%
BPA
81
Beacon Pointe Advisors
California
$17.4M -$1.73M -93,520 -9%
CP
82
Capital Planning
Washington
$16.5M +$84.6K +4,568 +0.5%
SFA
83
Seneca Financial Advisors
New York
$16.4M -$1.06M -57,304 -6%
FFWA
84
FRG Family Wealth Advisors
Washington
$16.2M +$97.7K +5,280 +0.6%
LA
85
LVW Advisors
New York
$15.7M -$899K -48,544 -5%
LB
86
Leo Brokerage
Texas
$15.7M +$1.04M +56,368 +7%
FA
87
Fountainhead AM
New Jersey
$15.6M +$1.68M +90,536 +12%
FSA
88
Financial Services Advisory
Maryland
$15.2M +$15.2M +821,464 New
SWA
89
Stratos Wealth Advisors
Ohio
$15.1M +$638K +34,464 +4%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$15M +$145K +7,856 +1%
AWM
91
AE Wealth Management
Kansas
$15M -$42.7M -2,304,512 -74%
WIA
92
World Investment Advisors
California
$14.9M +$647K +34,976 +5%
WFA
93
Wipfli Financial Advisors
Wisconsin
$14.8M -$253K -13,680 -2%
AOG
94
Alpha Omega Group
Virginia
$13.5M -$225K -12,176 -2%
FWP
95
FAS Wealth Partners
Kansas
$13.3M -$206K -11,120 -2%
EF
96
Empowered Funds
Pennsylvania
$13.3M -$91.5K -4,944 -0.7%
PWSG
97
Pacific Wealth Strategies Group
California
$13.3M +$25.6K +1,384 +0.2%
SFS
98
Sowell Financial Services
Arkansas
$13.2M +$5.48M +295,840 +71%
HB
99
Homrich & Berg
Georgia
$13.1M -$296K -16,000 -2%
CAG
100
Curtis Advisory Group
California
$13M +$2.35M +127,096 +22%
2 3
4
5 6