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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

789 hedge funds and large institutions have $7.38B invested in Schwab US Large-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 329 increasing their positions, 269 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
-37
Holders Change %
-4.48%
% of All Funds
13.34%
Holding in Top 10
116
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.69%
% of All Funds
1.96%
New
51
Increased
329
Reduced
269
Closed
76
Calls
$3.49M
Puts
$713K
Net Calls
+$2.77M
Net Calls Change
+$573K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$87.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$40.7M
3
BC
Brio Consultants
California
+$32.4M
4
MG
Mather Group
Illinois
+$25M
5
TWP
Transparent Wealth Partners
Arkansas
+$21.1M

Top Sellers

1
WA
Win Advisors
Florida
-$21.5M
2
BDWCC
B&D White Capital Company
Texas
-$17.9M
3
BPA
Beacon Pointe Advisors
California
-$17.6M
4
AG
Appleton Group
Wisconsin
-$16.8M
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Cambridge Advisors
Nebraska
$3.57M -$57.7K -3,980 -2%
CFA
227
Cahill Financial Advisors
Minnesota
$3.5M +$317K +21,852 +10%
KFS
228
Kaizen Financial Strategies
California
$3.46M +$62.1K +4,280 +2%
HCM
229
Hengehold Capital Management
Ohio
$3.45M -$71K -4,900 -2%
BCM
230
Barden Capital Management
Texas
$3.44M +$287K +19,788 +9%
VBWMG
231
Von Berge Wealth Management Group
California
$3.43M +$378K +25,632 +12%
PIP
232
Peachtree Investment Partners
Florida
$3.42M -$2.01M -138,476 -37%
ISWM
233
Independent Solutions Wealth Management
New York
$3.41M -$224K -15,432 -6%
KWM
234
Kingsview Wealth Management
Oregon
$3.4M +$5.1K +352 +0.2%
BWL
235
Bogart Wealth LLC
Virginia
$3.39M +$238K +16,396 +8%
IAS
236
IMA Advisory Services
Colorado
$3.33M +$5.63K +388 +0.2%
SF
237
Summit Financial
New Jersey
$3.32M +$244K +16,812 +8%
JPLA
238
Joseph P. Lucia & Associates
New York
$3.29M -$159K -10,984 -5%
LB
239
Leo Brokerage
Texas
$3.26M -$1.96M -135,148 -38%
EH
240
Equitable Holdings
New York
$3.25M +$910K +62,756 +39%
MWA
241
Martel Wealth Advisors
Washington
$3.19M +$1.95M +134,496 +157%
FPFS
242
First Personal Financial Services
North Carolina
$3.18M -$93.4K -6,440 -3%
US Bancorp
243
US Bancorp
Minnesota
$3.16M -$3.89M -268,588 -55%
IA
244
Insight Advisors
Pennsylvania
$3.15M +$177K +10,576 +6%
HI
245
Harbour Investments
Wisconsin
$3.15M +$3.15M +217,332 New
EA
246
Eudaimonia Advisors
Tennessee
$3.13M +$67.7K +4,672 +2%
BAMG
247
Brand Asset Management Group
Missouri
$3.1M +$275K +18,996 +10%
NYLIM
248
New York Life Investment Management
New York
$3.08M +$3.08M +212,284 New
BSW
249
Buckingham Strategic Wealth
Missouri
$3.05M -$81.7K -5,636 -3%
MS
250
Madden Securities
Texas
$3.02M +$235K +16,180 +8%
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