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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 Holding Trade Value Shares
Change 		Shares
Change %
JWA
151
JFS Wealth Advisors
Pennsylvania
$7.34M -$1.19M -64,048 -14%
HCM
152
Hengehold Capital Management
Ohio
$7.31M -$60.3K -3,256 -0.8%
GIA
153
Gladstone Institutional Advisory
Florida
$7.25M -$295K -15,952 -4%
CI
154
Conning Inc
Connecticut
$7.24M +$519K +28,032 +8%
EFG
155
Everhart Financial Group
Ohio
$7.21M -$416K -22,464 -5%
SW
156
Signify Wealth
Missouri
$7.07M +$7.07M +382,136 New
CSPIA
157
Cary Street Partners Investment Advisory
Virginia
$7.05M -$20.4K -1,104 -0.3%
BWM
158
BerganKDV Wealth Management
Minnesota
$6.88M +$44.4K +2,400 +0.6%
PAS
159
Park Avenue Securities
New York
$6.88M +$1.16M +62,824 +20%
5L
160
55I LLC
Massachusetts
$6.84M +$3.75M +202,480 +121%
CCM
161
Coldstream Capital Management
Washington
$6.84M +$701K +47,480 +11%
GSIS
162
Global Strategic Investment Solutions
Arizona
$6.81M +$1.33K +72 +0%
LC
163
LCNB Corp
Ohio
$6.78M -$131K -7,088 -2%
DFA
164
DHJJ Financial Advisors
Illinois
$6.71M +$54.5K +2,944 +0.8%
AI
165
Atria Investments
North Carolina
$6.61M +$2.37M +127,768 +56%
MAM
166
McCarthy Asset Management
California
$6.57M +$129K +6,992 +2%
RRC
167
Relaxing Retirement Coach
Massachusetts
$6.52M -$41.8K -2,256 -0.6%
AIM
168
AMI Investment Management
Indiana
$6.45M -$179K -9,664 -3%
SBL
169
Sargent Bickham Lagudis
Colorado
$6.41M +$3.88M +209,440 +153%
NRI
170
NFP Retirement Inc
California
$6.39M -$191K -10,344 -3%
SCM
171
Southport Capital Management
Tennessee
$6.3M -$132K -7,104 -2%
RA
172
RFG Advisory
Alabama
$6.29M +$1.18M +63,936 +23%
SS
173
Sunbelt Securities
Texas
$6.27M – – –
WSTAM
174
Wilbanks Smith & Thomas Asset Management
Virginia
$6.27M -$26.5K -1,432 -0.4%
JIC
175
Johnson Investment Counsel
Ohio
$6.24M +$5.13M +277,288 +463%
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