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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
$411M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$94.1M
3
BC
Brio Consultants
California
$32.7M
4
MG
Mather Group
Illinois
$421M
5
TWP
Transparent Wealth Partners
Arkansas
$21.1M

Top Sellers

1
WA
Win Advisors
Florida
$64K
2
BDWCC
B&D White Capital Company
Texas
$1.86M
3
BPA
Beacon Pointe Advisors
California
$21.2M
4
AG
Appleton Group
Wisconsin
$774K
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAG
251
Mayfair Advisory Group
Alabama
$3.02M -$2.06M -125,592 -41%
OPA
252
Old Port Advisors
Maine
$3.02M -$190K -12,760 -6%
ERWM
253
Elk River Wealth Management
Colorado
$3.02M -$548K -37,784 -15%
SFG
254
Sovereign Financial Group
Connecticut
$3M -$146K -10,096 -5%
EWA
255
EP Wealth Advisors
California
$2.98M +$67.7K +4,672 +2%
SAF
256
Smith Anglin Financial
Texas
$2.95M +$48.2K +3,328 +2%
AIA
257
Arcadia Investment Advisors
Idaho
$2.93M -$534K -36,844 -15%
LWAC
258
Laurel Wealth Advisors (California)
California
$2.91M +$153K +10,588 +6%
TYCC
259
Texas Yale Capital Corp
Florida
$2.89M +$222K +15,328 +8%
WIA
260
Westbourne Investment Advisors
Maryland
$2.88M +$480K +33,136 +20%
MA
261
MBA Advisors
Pennsylvania
$2.87M +$151K +10,424 +6%
JWCA
262
J.W. Cole Advisors
Florida
$2.8M -$32K -2,204 -1%
MAS
263
Madden Advisory Services
Florida
$2.77M -$164K -11,340 -6%
CAM
264
Cresset Asset Management
Illinois
$2.73M +$2.35M +161,864 +622%
PAG
265
Powers Advisory Group
Illinois
$2.71M +$127K +8,728 +5%
SF
266
Schaeffer Financial
Maryland
$2.67M -$41.8K -2,880 -2%
HWA
267
HCR Wealth Advisors
California
$2.67M +$232 +16 +0%
TC
268
Tenret Company
Florida
$2.67M +$2.06M +142,388 +342%
FVWA
269
Foster Victor Wealth Advisors
South Carolina
$2.66M +$56.5K +3,764 +2%
GWA
270
GGM Wealth Advisors
Maryland
$2.62M -$218K -14,768 -8%
H
271
HoyleCohen
California
$2.6M +$32.1K +2,216 +1%
CG
272
Colony Group
Massachusetts
$2.57M -$197K -13,572 -7%
JFG
273
JMG Financial Group
Illinois
$2.47M +$1.07M +74,052 +77%
BFM
274
Broadview Financial Management
Wisconsin
$2.46M +$120K +8,280 +5%
SF
275
Safeguard Financial
Wisconsin
$2.46M +$341K +23,540 +16%
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