SCHG icon

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 %
RRWA
101
Rainey & Randall Wealth Advisors
Florida
$15.3M 93,537 +14,290 +18%
CAG
102
Curtis Advisory Group
California
$15.1M 92,269 +4,364 +5%
PWSG
103
Pacific Wealth Strategies Group
California
$14.9M 90,724 +1,122 +1%
MAC
104
Mason & Associates (California)
California
$14.8M 90,175 +90,175 New
SFA
105
Sequoia Financial Advisors
Ohio
$14.7M 89,625 +56,385 +170%
WFA
106
Wipfli Financial Advisors
Wisconsin
$14.5M 88,329 -11,296 -11%
AOG
107
Alpha Omega Group
Virginia
$14.3M 87,359 -3,926 -4%
HWM
108
HB Wealth Management
Georgia
$14M 85,647 +85,647 New
RWM
109
RKL Wealth Management
Pennsylvania
$14M 85,498 +4,313 +5%
IA
110
IFP Advisors
Florida
$13.9M 84,298 +5,305 +7%
SAMC
111
Spectrum Asset Management (California)
California
$13.8M 83,978 +1,718 +2%
WAM
112
Weinberger Asset Management
California
$13.6M 82,894 +82,894 New
ACM
113
Alpha Capital Management
Texas
$13.5M 82,734 +5,666 +7%
AAS
114
Avantax Advisory Services
Texas
$13.5M 82,363 +61,218 +290%
5L
115
55I LLC
Massachusetts
$13.2M 80,658 +34,467 +75%
MMA
116
Miracle Mile Advisors
California
$13M 79,584 +2,032 +3%
PA
117
Planning Alternatives
Michigan
$13M 79,250 +3,067 +4%
CCM
118
Covington Capital Management
California
$13M 79,241 -1,603 -2%
NFG
119
Northeast Financial Group
Pennsylvania
$12.9M 79,078 +530 +0.7%
BDWCC
120
B&D White Capital Company
Texas
$12.8M 78,307 +6,862 +10%
WA
121
WBH Advisory
Maryland
$12.8M 77,995 +77,995 New
FWP
122
FAS Wealth Partners
Kansas
$12.6M 76,980 -13,023 -14%
MA
123
Mutual Advisors
Nebraska
$12.5M 76,081 -1,453 -2%
LHEI
124
Leo H. Evart Inc
California
$12.1M 74,096 +74,096 New
SFWC
125
Strategic Family Wealth Counselors
New Jersey
$11.9M 72,588 +13,816 +24%
3 4
5
6 7