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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 %
DAS
201
Dynamic Advisor Solutions
Arizona
$5.98M 36,494 -298 -0.8%
GPFA
202
Game Plan Financial Advisors
Ohio
$5.94M 36,273 +65 +0.2%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$5.9M 36,036 +3,020 +9%
IFWM
204
Institute for Wealth Management
Colorado
$5.86M 35,798 -184 -0.5%
IAN
205
Integrated Advisors Network
Texas
$5.86M 35,788 +4,612 +15%
SFG
206
Sovereign Financial Group
Connecticut
$5.79M 35,382 -1,001 -3%
JWBC
207
John W. Brooker & Co
California
$5.79M 35,382 +909 +3%
RJA
208
Raymond James & Associates
Florida
$5.79M 35,353 +4,473 +14%
TWP
209
Total Wealth Planning
Ohio
$5.78M 72,769 +23,132 +47%
SBL
210
Sargent Bickham Lagudis
Colorado
$5.58M 34,099 -9,206 -21%
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
$5.48M 33,435 +16,106 +93%
FAIM
212
Financial Advocates Investment Management
Washington
$5.44M 34,213 +2,410 +8%
RFM
213
Royal Fund Management
Florida
$5.37M 32,804 +2,622 +9%
RGF
214
Retirement Guys Formula
Ohio
$5.34M 32,580 +32,580 New
FPFS
215
First Personal Financial Services
North Carolina
$5.32M 32,464 -1,473 -4%
ISWM
216
Independent Solutions Wealth Management
New York
$5.3M 32,376 -491 -1%
RWM
217
Reston Wealth Management
Virginia
$5.28M 32,243 +1,733 +6%
CFA
218
Cahill Financial Advisors
Minnesota
$5.24M 32,020 +1,014 +3%
TWM
219
TriaGen Wealth Management
California
$5.19M 31,691 +341 +1%
IWC
220
Integrated Wealth Concepts
Massachusetts
$5.16M 31,501 +905 +3%
MIFH
221
Migdal Insurance & Financial Holdings
Israel
$5.12M 31,250 -14 -0%
SW
222
SkyOak Wealth
Michigan
$5.08M 31,041 +3,234 +12%
CMP
223
Courage Miller Partners
Virginia
$5.06M 30,871 +2,026 +7%
ATWA
224
Arbor Trust Wealth Advisors
Michigan
$5.05M 30,842 +1,088 +4%
VC
225
Veery Capital
Delaware
$5M 30,532 +747 +3%
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