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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 %
GWM
126
Geneos Wealth Management
Colorado
$11.8M 71,814 +70,117 +4,132%
CFMC
127
Curbstone Financial Management Corp
New Hampshire
$11.7M 71,461 -1,636 -2%
RC
128
Rovin Capital
Arizona
$11.7M 71,210 +6,645 +10%
GM
129
GeoWealth Management
Illinois
$11.7M 71,198 +17,950 +34%
SAF
130
Smith Anglin Financial
Texas
$11.4M 69,342 -1,321 -2%
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$11.3M 69,236 +3,892 +6%
CFS
132
CRA Financial Services
New Jersey
$11.2M 68,563 +2,719 +4%
RWA
133
Redhawk Wealth Advisors
Minnesota
$11.2M 68,404 +755 +1%
MSA
134
McAlister Sweet & Associates
Texas
$11.1M 67,491 +67,491 New
ACA
135
Ackerman Capital Advisors
Texas
$11M 67,221 +221 +0.3%
SFA
136
Souders Financial Advisors
Ohio
$10.6M 65,010 +1,781 +3%
CGFA
137
Colton Groome Financial Advisors
North Carolina
$10.5M 64,103 -5,959 -9%
GCP
138
Gill Capital Partners
Colorado
$10.5M 64,006 -44 -0.1%
VCA
139
Verdence Capital Advisors
Maryland
$10.2M 62,432 +6,496 +12%
NDSI
140
Newman Dignan & Sheerar Inc
Rhode Island
$10.2M 62,412 -3,987 -6%
MML Investors Services
141
MML Investors Services
Massachusetts
$10.2M 62,224 +138 +0.2%
GC
142
Garde Capital
Washington
$10.2M 62,051 -1,096 -2%
MAG
143
Members Advisory Group
New York
$9.89M 60,402 +60,402 New
MWM
144
MinichMacGregor Wealth Management
New York
$9.71M 59,307 +867 +1%
SCM
145
Southport Capital Management
Tennessee
$9.5M 58,026 +15,519 +37%
WAM
146
WealthTrust Asset Management
Florida
$9.49M 57,972 +1,432 +3%
YIA
147
YHB Investment Advisors
Connecticut
$9.26M 56,560 +5,621 +11%
LBC
148
Lowe Brockenbrough & Co
Virginia
$9.25M 56,449 +26,175 +86%
GGI
149
GPM Growth Investors
Michigan
$9.16M 55,939 -1,499 -3%
CI
150
Conning Inc
Connecticut
$9.08M 55,446 +6,584 +13%
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