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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

826 hedge funds and large institutions have $9.1B invested in Schwab US Large-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 310 increasing their positions, 320 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
-12
Holders Change %
-1.43%
% of All Funds
13.07%
Holding in Top 10
123
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.38%
% of All Funds
1.95%
New
67
Increased
310
Reduced
320
Closed
70
Calls
$3.97M
Puts
$1.77M
Net Calls
+$2.2M
Net Calls Change
+$358K

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$94.8M
2
FFN
Focus Financial Network
Minnesota
+$78.4M
3
GSIS
Global Strategic Investment Solutions
Arizona
+$77.1M
4
SEI Investments
SEI Investments
Pennsylvania
+$68.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$34.3M

Top Sellers

1
TWM
Triton Wealth Management
Arizona
-$45.3M
2
TWP
Transparent Wealth Partners
Arkansas
-$34.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$32.2M
4
TI
Tidal Investments
Wisconsin
-$31.2M
5
PFG
Piershale Financial Group
Illinois
-$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
276
Bigelow Investment Advisors
Maine
$2.54M -$718K -38,412 -22%
GM
277
GeoWealth Management
Illinois
$2.5M -$8.15M -435,828 -77%
TAM
278
Townsend Asset Management
North Carolina
$2.46M +$1.8K +96 +0.1%
AL
279
ACAS LLC
California
$2.42M -$214K -11,444 -8%
VFIC
280
Valley Forge Investment Consultants
Pennsylvania
$2.42M -$28.1K -1,500 -1%
GRP
281
Global Retirement Partners
California
$2.41M +$2.41M +163,624 New
ASN
282
Advisory Services Network
Georgia
$2.32M +$28.3K +1,512 +1%
EWM
283
Evercore Wealth Management
New York
$2.31M – – –
SWM
284
Silverlake Wealth Management
Vermont
$2.3M +$1.33M +70,844 +136%
ACM
285
AlphaStar Capital Management
North Carolina
$2.3M -$5.74M -306,740 -71%
GG
286
GenWealth Group
New Jersey
$2.29M +$132K +7,040 +6%
Cerity Partners
287
Cerity Partners
New York
$2.26M -$171K -9,148 -7%
AAS
288
Ameritas Advisory Services
Nebraska
$2.25M -$255K -13,616 -10%
BBPWM
289
Blue Bell Private Wealth Management
Pennsylvania
$2.23M -$80.6K -4,312 -3%
MFW
290
Meristem Family Wealth
Minnesota
$2.22M – – –
TPA
291
Trivium Point Advisory
Connecticut
$2.19M +$253K +13,832 +13%
NF
292
NTB Financial
Colorado
$2.17M -$21.3K -1,140 -1%
AC
293
Avant Capital
Louisiana
$2.15M +$11.1K +592 +0.5%
MAC
294
Mason & Associates (California)
California
$2.15M -$11.3M -606,600 -84%
CHA
295
Cooper/Haims Advisors
New York
$2.14M -$281K -15,032 -12%
LWM
296
Ledge Wealth Management
Minnesota
$2.14M +$2.14M +114,348 New
FA
297
FC Advisory
Pennsylvania
$2.14M +$1.13M +60,436 +112%
PWMG
298
Prestige Wealth Management Group
New Jersey
$2.13M -$328K -17,516 -13%
DSC
299
Duncker Streett & Co
Missouri
$2.12M -$317K -16,960 -13%
MWM
300
Meridian Wealth Management
Kentucky
$2.1M -$10.4K -556 -0.5%
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