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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 %
TWM
201
TriaGen Wealth Management
California
$4.64M -$155K -8,352 -3%
MIFH
202
Migdal Insurance & Financial Holdings
Israel
$4.63M +$3.14M +169,312 +210%
IAN
203
Integrated Advisors Network
Texas
$4.62M +$788K +42,592 +21%
CFA
204
Cahill Financial Advisors
Minnesota
$4.59M +$44.7K +2,416 +1%
RJA
205
Raymond James & Associates
Florida
$4.57M -$70.9K -3,832 -2%
OPA
206
Old Port Advisors
Maine
$4.55M -$215K -11,512 -5%
IWC
207
Integrated Wealth Concepts
Massachusetts
$4.53M +$113K +6,096 +3%
RWM
208
Reston Wealth Management
Virginia
$4.52M -$32.4K -1,752 -0.7%
LBC
209
Lowe Brockenbrough & Co
Virginia
$4.48M +$1.85M +100,184 +71%
RFM
210
Royal Fund Management
Florida
$4.47M +$601K +32,480 +16%
CA
211
Cambridge Advisors
Nebraska
$4.41M -$69.6K -3,760 -2%
VC
212
Veery Capital
Delaware
$4.41M -$79.4K -4,288 -2%
JPLA
213
Joseph P. Lucia & Associates
New York
$4.41M +$105K +5,656 +2%
ATWA
214
Arbor Trust Wealth Advisors
Michigan
$4.41M +$202K +10,888 +5%
EWA
215
EP Wealth Advisors
California
$4.4M -$55.8K -3,016 -1%
CFGS
216
Concourse Financial Group Securities
Alabama
$4.4M +$182K +9,840 +4%
AWM
217
Apollon Wealth Management
South Carolina
$4.36M +$210K +11,360 +5%
IAS
218
IMA Advisory Services
Colorado
$4.31M -$560K -30,280 -12%
GWA
219
GGM Wealth Advisors
Maryland
$4.28M -$53.6K -2,712 -1%
KBFS
220
Kohmann Bosshard Financial Services
Ohio
$4.27M +$444 +24 +0%
CMP
221
Courage Miller Partners
Virginia
$4.27M -$162K -8,736 -4%
AWS
222
AJ Wealth Strategies
New York
$4.24M -$131K -7,072 -3%
FANJ
223
Financial Architects (New Jersey)
New Jersey
$4.19M +$71.7K +3,872 +2%
AFP
224
Ausdal Financial Partners
Iowa
$4.16M +$418K +22,560 +11%
BSW
225
Buckingham Strategic Wealth
Missouri
$4.14M -$245K -13,216 -6%
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