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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 %
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$9.68M 522,752 +175,792 +51%
RC
127
Rovin Capital
Arizona
$9.56M 516,520 -2,648 -0.5%
GCP
128
Gill Capital Partners
Colorado
$9.49M 512,400 +176 +0%
SFA
129
Souders Financial Advisors
Ohio
$9.36M 505,832 +11,672 +2%
ACA
130
Affinity Capital Advisors
California
$9.35M 505,168 -18,776 -4%
GC
131
Garde Capital
Washington
$9.35M 505,176 +1,808 +0.4%
MML Investors Services
132
MML Investors Services
Massachusetts
$9.19M 496,688 +76,016 +18%
SFWC
133
Strategic Family Wealth Counselors
New Jersey
$8.7M 470,176 +176 +0%
MWM
134
MinichMacGregor Wealth Management
New York
$8.65M 467,520 -11,192 -2%
GGI
135
GPM Growth Investors
Michigan
$8.51M 459,504 -3,736 -0.8%
SCP
136
Shorepoint Capital Partners
Massachusetts
$8.47M 457,624 +457,624 New
OWM
137
Opes Wealth Management
California
$8.38M 452,656 -6,576 -1%
WAM
138
WealthTrust Asset Management
Florida
$8.37M 452,320 +245,936 +119%
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$8.37M 452,184 -2,640 -0.6%
LWM
140
Laidlaw Wealth Management
New York
$8.34M 450,520 -64,360 -13%
VCA
141
Verdence Capital Advisors
Maryland
$8.28M 447,488 +1,128 +0.3%
ACM
142
AlphaStar Capital Management
North Carolina
$8.11M 411,208 +30,752 +8%
OCM
143
One Capital Management
California
$8.1M 437,712 -4,160 -0.9%
GM
144
GeoWealth Management
Illinois
$7.89M 425,984 +425,984 New
SWP
145
Stratos Wealth Partners
Ohio
$7.85M 424,272 +3,424 +0.8%
MA
146
Modus Advisors
Minnesota
$7.83M 423,200 -18,440 -4%
AIA
147
Arcadia Investment Advisors
Idaho
$7.55M 407,728 -75,112 -16%
YIA
148
YHB Investment Advisors
Connecticut
$7.54M 407,512 +12,688 +3%
FVWA
149
Foster Victor Wealth Advisors
South Carolina
$7.44M 401,632 +224,024 +126%
TWP
150
Total Wealth Planning
Ohio
$7.35M 397,096 -28,104 -7%
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