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 %
PAS
151
Park Avenue Securities
New York
$9.03M 55,159 +8,725 +19%
OCM
152
One Capital Management
California
$8.93M 54,559 -155 -0.3%
SWP
153
Stratos Wealth Partners
Ohio
$8.93M 54,515 +1,481 +3%
LWM
154
Laidlaw Wealth Management
New York
$8.93M 54,504 -1,811 -3%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$8.81M 53,771 -2,752 -5%
ACA
156
Affinity Capital Advisors
California
$8.74M 53,343 -9,803 -16%
SCP
157
Shorepoint Capital Partners
Massachusetts
$8.65M 52,850 -4,353 -8%
CCM
158
Coldstream Capital Management
Washington
$8.51M 51,945 -5,955 -10%
JWA
159
JFS Wealth Advisors
Pennsylvania
$8.4M 51,291 +1,714 +3%
ACM
160
AlphaStar Capital Management
North Carolina
$8.3M 53,685 +2,284 +4%
MA
161
Modus Advisors
Minnesota
$8.2M 50,102 -2,798 -5%
HCM
162
Hengehold Capital Management
Ohio
$8.18M 49,948 +612 +1%
MAM
163
McCarthy Asset Management
California
$8.15M 49,846 +5,458 +12%
AIA
164
Arcadia Investment Advisors
Idaho
$8.13M 49,656 -1,310 -3%
AI
165
Atria Investments
North Carolina
$8.05M 49,127 +4,464 +10%
GSIS
166
Global Strategic Investment Solutions
Arizona
$7.99M 48,809 +2,815 +6%
EFG
167
Everhart Financial Group
Ohio
$7.96M 48,626 -40 -0.1%
GIA
168
Gladstone Institutional Advisory
Florida
$7.95M 48,527 -429 -0.9%
FVWA
169
Foster Victor Wealth Advisors
South Carolina
$7.94M 50,392 +188 +0.4%
SS
170
Sunbelt Securities
Texas
$7.91M 53,378 +11,104 +26%
PCIA
171
Prime Capital Investment Advisors
Kansas
$7.81M 47,694 +8,561 +22%
CSPIA
172
Cary Street Partners Investment Advisory
Virginia
$7.67M 46,833 -792 -2%
DFA
173
DHJJ Financial Advisors
Illinois
$7.45M 45,472 +187 +0.4%
EF
174
Empowered Funds
Pennsylvania
$7.4M 45,203 -44,429 -50%
BWM
175
BerganKDV Wealth Management
Minnesota
$7.35M 44,880 -1,605 -3%
5 6
7
8 9