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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 %
RFA
176
RTD Financial Advisors
Pennsylvania
$7.21M 44,027 +44,027 New
CA
177
Cetera Advisors
Colorado
$7.2M 43,949 -26,237 -37%
RRC
178
Relaxing Retirement Coach
Massachusetts
$7.19M 43,926 -82 -0.2%
RA
179
RFG Advisory
Alabama
$7.18M 43,861 +1,367 +3%
NRI
180
NFP Retirement Inc
California
$7.13M 43,550 +405 +0.9%
SF
181
Schaeffer Financial
Maryland
$7.13M 43,513 +43,513 New
AIM
182
AMI Investment Management
Indiana
$7.1M 43,353 -228 -0.5%
OWM
183
Opes Wealth Management
California
$6.93M 42,303 -14,279 -25%
LC
184
LCNB Corp
Ohio
$6.92M 42,226 -3,532 -8%
JIC
185
Johnson Investment Counsel
Ohio
$6.9M 42,139 -9 -0%
WSTAM
186
Wilbanks Smith & Thomas Asset Management
Virginia
$6.87M 41,965 -343 -0.8%
SWM
187
Sculati Wealth Management
Michigan
$6.86M 41,873 +196 +0.5%
SWM
188
SeaCrest Wealth Management
New York
$6.69M 40,881 -881 -2%
BC
189
Burleson & Co
California
$6.65M 40,623 +287 +0.7%
AF
190
Advisornet Financial
Minnesota
$6.62M 40,417 +2,096 +5%
TNA
191
True North Advisors
Texas
$6.57M 40,142 +17 +0%
MAG
192
Mayfair Advisory Group
Alabama
$6.54M 41,613 +1,212 +3%
MAWAG
193
Mid-American Wealth Advisory Group
Missouri
$6.53M 39,905 +39,905 New
RFA
194
Reilly Financial Advisors
California
$6.45M 39,376 -1,483 -4%
SCM
195
Spreng Capital Management
Ohio
$6.45M 39,377 +2,199 +6%
SPI
196
Santori & Peters Inc
Pennsylvania
$6.42M 39,230 +499 +1%
MCM
197
MAI Capital Management
Ohio
$6.36M 38,865 -2,163 -5%
SAM
198
Smithbridge Asset Management
Pennsylvania
$6.21M 37,916 +278 +0.7%
SFG
199
Sage Financial Group
Pennsylvania
$6.21M 37,893 -164 -0.4%
CFGS
200
Concourse Financial Group Securities
Alabama
$6M 36,614 +6,920 +23%
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