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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 %
MMHP
276
Murphy Middleton Hinkle & Parker
Georgia
$2.41M +$43.1K +2,972 +2%
GRP
277
Global Retirement Partners
California
$2.39M +$15.7K +1,080 +0.7%
Fidelity Investments
278
Fidelity Investments
Massachusetts
$2.33M -$239K -16,472 -9%
CWM
279
Chesapeake Wealth Management
Virginia
$2.29M -$197K -13,588 -8%
DWM
280
Dopkins Wealth Management
New York
$2.27M -$19K -1,308 -0.8%
CA
281
CoreCap Advisors
Michigan
$2.25M -$209K -14,440 -8%
BMCM
282
Burns Matteson Capital Management
New York
$2.18M -$96.1K -6,632 -4%
APA
283
American Portfolios Advisors
New York
$2.11M +$95.6K +6,596 +5%
William Blair & Company
284
William Blair & Company
Illinois
$2.09M -$52.4K -3,616 -2%
CI
285
CX Institutional
Indiana
$2.08M +$663K +45,756 +47%
AAS
286
Ameritas Advisory Services
Nebraska
$2.06M +$310K +21,404 +18%
SWM
287
Silverlake Wealth Management
Vermont
$2.05M +$262K +18,080 +15%
AL
288
ACAS LLC
California
$2.04M -$86.4K -5,276 -4%
Baird Financial Group
289
Baird Financial Group
Wisconsin
$2.01M +$1.39M +96,024 +227%
CAG
290
Csenge Advisory Group
Florida
$1.92M +$1.46M +100,400 +312%
CCM
291
Ciovacco Capital Management
Georgia
$1.91M +$1.91M +131,844 New
AA
292
Advisory Alpha
Michigan
$1.91M +$622K +42,888 +48%
VFIC
293
Valley Forge Investment Consultants
Pennsylvania
$1.87M -$4K -276 -0.2%
BIA
294
Bigelow Investment Advisors
Maine
$1.87M -$104K -7,168 -5%
AF
295
Advisornet Financial
Minnesota
$1.86M -$1.55M -106,632 -45%
BDWCC
296
B&D White Capital Company
Texas
$1.86M -$17.9M -1,237,176 -91%
Cerity Partners
297
Cerity Partners
New York
$1.86M +$109K +7,548 +6%
CA
298
Continuum Advisory
Idaho
$1.83M -$50.5K -3,480 -3%
TAM
299
Townsend Asset Management
North Carolina
$1.82M -$81.2K -5,600 -4%
DB
300
Dravo Bay
Delaware
$1.82M +$586K +37,700 +48%
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