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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.58B 9,627,199 +438,478 +5%
APP
2
Avantax Planning Partners
Iowa
$526M 3,213,369 -9,864 -0.3%
MG
3
Mather Group
Illinois
$523M 3,195,655 +113,716 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$464M 2,837,497 +63,488 +2%
SEI Investments
5
SEI Investments
Pennsylvania
$382M 2,333,543 +1,610,731 +223%
Mariner
6
Mariner
Kansas
$258M 1,578,604 -13,659 -0.9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$257M 1,567,747 -21,927 -1%
FEG
8
Fund Evaluation Group
Ohio
$173M 1,058,536 -55,264 -5%
FPCG
9
Fort Pitt Capital Group
Pennsylvania
$166M 1,011,986 -17,074 -2%
LPL Financial
10
LPL Financial
California
$148M 905,034 +51,395 +6%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$111M 677,181 -4,581 -0.7%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$107M 651,567 +651,567 New
ML
13
McAdam LLC
Pennsylvania
$106M 645,983 +38,689 +6%
MAM
14
Marquette Asset Management
Minnesota
$95.3M 581,987 -15,730 -3%
UCFA
15
United Capital Financial Advisors
Texas
$90.6M 553,238 -26,417 -5%
Ameriprise
16
Ameriprise
Minnesota
$89.9M 549,369 +50,506 +10%
OIA
17
OneDigital Investment Advisors
Kansas
$86.5M 528,466 +13,060 +3%
KF
18
Krilogy Financial
Missouri
$83.3M 508,922 -80,593 -14%
AssetMark Inc
19
AssetMark Inc
California
$76.1M 465,010 -41,663 -8%
TWM
20
Thrive Wealth Management
Pennsylvania
$75.7M 462,573 +462,573 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$65.9M 402,260 +255,743 +175%
Morgan Stanley
22
Morgan Stanley
New York
$65.4M 399,266 -640 -0.2%
VWA
23
Visionary Wealth Advisors
Illinois
$64M 391,001 +62,600 +19%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$62.6M 382,142 +10,765 +3%
GAM
25
Gemmer Asset Management
California
$59.5M 363,624 +5,119 +1%
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