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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 %
AWM
76
AE Wealth Management
Kansas
$21.6M 131,953 +30,392 +30%
FAN
77
Financial Advisors Network
California
$21.2M 129,172 +6,486 +5%
HG
78
Harbor Group
New Hampshire
$20.8M 127,307 -4,177 -3%
DP
79
Denver PWM
Colorado
$20.8M 126,075 +1,425 +1%
CCM
80
Ciovacco Capital Management
Georgia
$20.8M 126,801 +4,707 +4%
Creative Planning
81
Creative Planning
Kansas
$20.7M 126,135 -10,781 -8%
XF
82
XML Financial
Maryland
$20.6M 125,667 +3,018 +2%
BA
83
Ballast Advisors
Minnesota
$20.1M 122,702 -4,141 -3%
MSFS
84
Main Street Financial Solutions
Pennsylvania
$20.1M 122,486 +5,156 +4%
CCMG
85
Clark Capital Management Group
Pennsylvania
$19.8M 121,139 +1,799 +2%
BPA
86
Beacon Pointe Advisors
California
$18.8M 114,788 -2,452 -2%
SFA
87
Seneca Financial Advisors
New York
$18.5M 112,944 +2,488 +2%
CP
88
Capital Planning
Washington
$18.3M 111,938 +317 +0.3%
RWP
89
Revolve Wealth Partners
New Jersey
$17.7M 107,945 +107,945 New
FA
90
Fountainhead AM
New Jersey
$17.4M 106,316 +1,077 +1%
FFWA
91
FRG Family Wealth Advisors
Washington
$17.3M 105,697 -3,621 -3%
FSA
92
Financial Services Advisory
Maryland
$17.1M 127,154 +24,471 +24%
SWA
93
Stratos Wealth Advisors
Ohio
$16.9M 103,028 +1,038 +1%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$16.6M 101,604 +8 +0%
LA
95
LVW Advisors
New York
$16.2M 98,777 -7,380 -7%
SL
96
Systelligence LLC
Minnesota
$15.9M 97,287 -100,020 -51%
SFMG
97
Sage Financial Management Group
Virginia
$15.8M 96,768 +96,768 New
BFG
98
Berger Financial Group
Minnesota
$15.6M 95,315 +18,093 +23%
SFS
99
Sowell Financial Services
Arkansas
$15.6M 95,189 +6,356 +7%
FWA
100
FSC Wealth Advisors
New York
$15.5M 94,867 +94,867 New
2 3
4
5 6