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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.

New
Increased
Maintained
Reduced
Closed
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
Kestra Advisory Services
Texas
$63.6M
2
Ameriprise
Ameriprise
Minnesota
$73.9M
3
MG
Mather Group
Illinois
$456M
4
TI
Tidal Investments
Wisconsin
$22.2M
5
SC
Savant Capital
Illinois
$20.9M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.36B
2
AWM
AE Wealth Management
Kansas
$15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$235M
4
FEG
Fund Evaluation Group
Ohio
$165M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
176
SeaCrest Wealth Management
New York
$6.19M +$355K +19,168 +6%
SWM
177
Sculati Wealth Management
Michigan
$6.17M -$90K -4,864 -1%
MCM
178
MAI Capital Management
Ohio
$6.08M -$540K -29,160 -8%
RFA
179
Reilly Financial Advisors
California
$6.05M +$116K +6,240 +2%
BC
180
Burleson & Co
California
$5.97M +$1.57M +84,600 +36%
TNA
181
True North Advisors
Texas
$5.94M +$21.8K +1,176 +0.4%
MAG
182
Mayfair Advisory Group
Alabama
$5.91M +$255K +13,968 +5%
PCIA
183
Prime Capital Investment Advisors
Kansas
$5.8M -$530K -28,648 -8%
SPI
184
Santori & Peters Inc
Pennsylvania
$5.74M -$99.4K -5,368 -2%
AF
185
Advisornet Financial
Minnesota
$5.68M -$161K -8,720 -3%
SFG
186
Sage Financial Group
Pennsylvania
$5.64M +$138K +7,472 +3%
SAM
187
Smithbridge Asset Management
Pennsylvania
$5.57M +$88.1K +4,760 +2%
SCM
188
Spreng Capital Management
Ohio
$5.57M +$265K +14,184 +5%
DAS
189
Dynamic Advisor Solutions
Arizona
$5.45M -$139K -7,520 -2%
MAS
190
Managed Account Services
Florida
$5.4M -$356K -19,240 -6%
SFG
191
Sovereign Financial Group
Connecticut
$5.39M +$273K +14,752 +5%
GPFA
192
Game Plan Financial Advisors
Ohio
$5.36M -$245K -13,216 -4%
IFWM
193
Institute for Wealth Management
Colorado
$5.33M -$56.6K -3,056 -1%
JWBC
194
John W. Brooker & Co
California
$5.11M +$183K +9,912 +4%
FPFS
195
First Personal Financial Services
North Carolina
$5.03M -$331K -17,896 -6%
CCFM
196
Clear Creek Financial Management
Washington
$4.94M +$4.94M +267,016 New
SFA
197
Sequoia Financial Advisors
Ohio
$4.92M -$7.58M -409,696 -61%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$4.89M +$17.8K +960 +0.4%
ISWM
199
Independent Solutions Wealth Management
New York
$4.87M -$230K -12,424 -5%
FAIM
200
Financial Advocates Investment Management
Washington
$4.71M +$4.71M +254,424 New
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