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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

789 hedge funds and large institutions have $7.28B invested in Schwab US Large-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 360 increasing their positions, 235 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
–
Holders Change %
0%
% of All Funds
13.64%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.95%
New
58
Increased
360
Reduced
235
Closed
45
Calls
$3.13M
Puts
$718K
Net Calls
+$2.42M
Net Calls Change
-$356K

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$56.1M
2
GSIS
Global Strategic Investment Solutions
Arizona
+$54.6M
3
FEG
Fund Evaluation Group
Ohio
+$39.8M
4
AWM
Avior Wealth Management
Nebraska
+$38.3M
5
Morgan Stanley
Morgan Stanley
New York
+$35.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$96.3M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$78.9M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$38.6M
4
TIM
Total Investment Management
Arizona
-$20.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Cambridge Advisors
Nebraska
$3.4M -$44.2K -3,168 -1%
VBWMG
227
Von Berge Wealth Management Group
California
$3.38M +$134K +9,648 +4%
HCM
228
Hengehold Capital Management
Ohio
$3.37M +$49K +3,512 +1%
ISWM
229
Independent Solutions Wealth Management
New York
$3.36M +$74.6K +5,348 +2%
BCM
230
Barden Capital Management
Texas
$3.24M -$76.3K -5,468 -2%
IAS
231
IMA Advisory Services
Colorado
$3.2M -$7.93K -568 -0.2%
SF
232
Summit Financial
New Jersey
$3.2M +$1.73K +124 +0.1%
SW
233
SVB Wealth
Massachusetts
$3.2M +$2.69M +192,896 +531%
SF
234
Schaeffer Financial
Maryland
$3.17M +$607K +43,516 +24%
KWM
235
Kingsview Wealth Management
Oregon
$3.17M -$97.2K -6,964 -3%
PIP
236
Peachtree Investment Partners
Florida
$3.16M -$137K -9,784 -4%
HI
237
Harbour Investments
Wisconsin
$3.15M – – –
EA
238
Eudaimonia Advisors
Tennessee
$3.15M +$138K +9,924 +5%
KBFS
239
Kohmann Bosshard Financial Services
Ohio
$3.14M -$918K -65,772 -23%
JPLA
240
Joseph P. Lucia & Associates
New York
$3.1M -$68.3K -4,892 -2%
CGFA
241
Colton Groome Financial Advisors
North Carolina
$3.1M -$1.36M -97,568 -31%
FANJ
242
Financial Architects (New Jersey)
New Jersey
$3.08M +$3.08M +220,392 New
MS
243
Madden Securities
Texas
$3.06M +$146K +10,456 +5%
FPFS
244
First Personal Financial Services
North Carolina
$3M -$66.1K -4,740 -2%
US Bancorp
245
US Bancorp
Minnesota
$2.98M -$59.1K -4,232 -2%
SF
246
Safeguard Financial
Wisconsin
$2.91M +$548K +39,304 +23%
OPA
247
Old Port Advisors
Maine
$2.86M -$121K -8,232 -4%
WIA
248
Westbourne Investment Advisors
Maryland
$2.84M +$72.2K +5,172 +3%
TYCC
249
Texas Yale Capital Corp
Florida
$2.83M +$48.1K +3,448 +2%
BSW
250
Buckingham Strategic Wealth
Missouri
$2.81M -$117K -8,392 -4%
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