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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 Market Value Shares Shares
Change 		Shares
Change %
SAMC
101
Spectrum Asset Management (California)
California
$12.2M 658,080 -134,808 -17%
AIP
102
Almanack Investment Partners
Pennsylvania
$12.2M 657,312 +578,592 +735%
NWS
103
Newport Wealth Strategies
California
$12.1M 655,008 +14,632 +2%
RWM
104
RKL Wealth Management
Pennsylvania
$12M 649,480 -16,712 -3%
CCM
105
Covington Capital Management
California
$12M 646,752 +3,592 +0.6%
IA
106
IFP Advisors
Florida
$11.8M 631,944 +40,064 +7%
RRWA
107
Rainey & Randall Wealth Advisors
Florida
$11.7M 633,976 +37,280 +6%
NFG
108
Northeast Financial Group
Pennsylvania
$11.6M 628,384 +26,272 +4%
MMA
109
Miracle Mile Advisors
California
$11.5M 620,416 +6,856 +1%
MA
110
Mutual Advisors
Nebraska
$11.5M 620,272 +15,040 +2%
BFG
111
Berger Financial Group
Minnesota
$11.4M 617,776 +52,736 +9%
ACM
112
Alpha Capital Management
Texas
$11.4M 616,544 -2,944 -0.5%
PA
113
Planning Alternatives
Michigan
$11.3M 609,464 +609,464 New
BCM
114
Brookstone Capital Management
Illinois
$11.2M 596,312 +546,464 +1,096%
CFMC
115
Curbstone Financial Management Corp
New Hampshire
$10.8M 584,776 -5,536 -0.9%
BDWCC
116
B&D White Capital Company
Texas
$10.6M 571,560 +153,872 +37%
HA
117
Harborview Advisors
Maine
$10.5M 569,584 -5,016 -0.9%
SAF
118
Smith Anglin Financial
Texas
$10.5M 565,304 -22,040 -4%
CA
119
Cetera Advisors
Colorado
$10.4M 561,488 +231,288 +70%
CGFA
120
Colton Groome Financial Advisors
North Carolina
$10.4M 560,496 +124,032 +28%
RWA
121
Redhawk Wealth Advisors
Minnesota
$10M 541,192 +523,120 +2,895%
BFG
122
Beacon Financial Group
Texas
$9.96M 535,432 -1,760 -0.3%
ACA
123
Ackerman Capital Advisors
Texas
$9.92M 536,000 -1,000 -0.2%
NDSI
124
Newman Dignan & Sheerar Inc
Rhode Island
$9.83M 531,192 -7,760 -1%
CFS
125
CRA Financial Services
New Jersey
$9.75M 526,752 +2,936 +0.6%
3 4
5
6 7