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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.

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
1
Kestra Advisory Services
Texas
$63.6M
2
Ameriprise
2
Ameriprise
Minnesota
$73.9M
3
MG
3
Mather Group
Illinois
$456M
4
TI
4
Tidal Investments
Wisconsin
$22.2M
5
SC
5
Savant Capital
Illinois
$20.9M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.36B
2
AWM
2
AE Wealth Management
Kansas
$15M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$235M
4
FEG
4
Fund Evaluation Group
Ohio
$165M
5
Truist Financial
5
Truist Financial
North Carolina
$51.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.36B 9,188,721 -1,440,530 -14%
APP
2
Avantax Planning Partners
Iowa
$477M 3,223,233 +12,218 +0.4%
MG
3
Mather Group
Illinois
$456M 3,081,939 +153,739 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$411M 2,774,009 +71,780 +3%
Mariner
5
Mariner
Kansas
$236M 1,592,263 -34,536 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$235M 1,589,674 -252,658 -14%
FEG
7
Fund Evaluation Group
Ohio
$165M 1,113,800 -248,948 -18%
FPCG
8
Fort Pitt Capital Group
Pennsylvania
$152M 1,029,060 -1,630 -0.2%
LPL Financial
9
LPL Financial
California
$126M 853,639 +63,292 +8%
SEI Investments
10
SEI Investments
Pennsylvania
$107M 722,812 +6,242 +0.9%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$101M 681,762 -1,882 -0.3%
ML
12
McAdam LLC
Pennsylvania
$89.9M 607,294 +9,050 +2%
MAM
13
Marquette Asset Management
Minnesota
$88.5M 597,717 -18,111 -3%
KF
14
Krilogy Financial
Missouri
$87.3M 589,515 -30,891 -5%
UCFA
15
United Capital Financial Advisors
Texas
$85.8M 579,655 -35,313 -6%
OIA
16
OneDigital Investment Advisors
Kansas
$76.3M 515,406 +19,736 +4%
AssetMark Inc
17
AssetMark Inc
California
$75M 506,673 +3,226 +0.6%
Ameriprise
18
Ameriprise
Minnesota
$73.9M 498,863 +188,028 +60%
KAS
19
Kestra Advisory Services
Texas
$63.6M 429,692 +191,247 +80%
Morgan Stanley
20
Morgan Stanley
New York
$59.2M 399,906 +68,959 +21%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$55M 371,377 +14,176 +4%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$54M 364,706 -2,378 -0.6%
GAM
23
Gemmer Asset Management
California
$53.1M 358,505 +14,422 +4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$52.6M 355,082 +35,198 +11%
Truist Financial
25
Truist Financial
North Carolina
$51.6M 348,560 -138,920 -28%
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