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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 %
JWCA
251
J.W. Cole Advisors
Florida
$2.81M +$116K +8,344 +4%
MA
252
MBA Advisors
Pennsylvania
$2.81M +$38.8K +2,784 +1%
PAG
253
Powers Advisory Group
Illinois
$2.77M +$158K +11,308 +6%
AIA
254
Arcadia Investment Advisors
Idaho
$2.73M -$91.7K -6,572 -3%
SFG
255
Sovereign Financial Group
Connecticut
$2.73M -$158K -11,336 -5%
MAS
256
Madden Advisory Services
Florida
$2.7M +$40K +2,864 +2%
SAF
257
Smith Anglin Financial
Texas
$2.66M -$178K -12,768 -6%
EP
258
Eudaimonia Partners
Tennessee
$2.66M -$1.15M -82,744 -30%
MAG
259
Mayfair Advisory Group
Alabama
$2.63M +$57 +4 +0%
CAM
260
Cresset Asset Management
Illinois
$2.61M -$16.6K -1,188 -0.6%
FVWA
261
Foster Victor Wealth Advisors
South Carolina
$2.59M -$6.85K -468 -0.3%
HWA
262
HCR Wealth Advisors
California
$2.58M +$13.6K +972 +0.5%
IA
263
Insight Advisors
Pennsylvania
$2.58M -$47.1K -3,376 -2%
H
264
HoyleCohen
California
$2.54M +$35.1K +2,512 +1%
BAMG
265
Brand Asset Management Group
Missouri
$2.54M -$450K -32,292 -15%
GRP
266
Global Retirement Partners
California
$2.45M +$47.2K +3,236 +2%
JFG
267
JMG Financial Group
Illinois
$2.45M +$65.7K +4,708 +3%
CA
268
CoreCap Advisors
Michigan
$2.43M +$263K +18,816 +12%
MMHP
269
Murphy Middleton Hinkle & Parker
Georgia
$2.4M +$80.9K +5,796 +3%
GWA
270
GGM Wealth Advisors
Maryland
$2.38M -$260K -17,468 -10%
BCWM
271
Bartlett & Co Wealth Management
Ohio
$2.35M +$863K +61,848 +58%
BC
272
Bartlett & Co
Ohio
$2.35M +$863K +61,848 +58%
AAS
273
Ameritas Advisory Services
Nebraska
$2.32M +$343K +24,584 +17%
BFM
274
Broadview Financial Management
Wisconsin
$2.29M -$70.2K -5,028 -3%
CG
275
Colony Group
Massachusetts
$2.27M -$209K -15,004 -8%
9 10
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