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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 %
BFA
276
Beaumont Financial Advisors
Massachusetts
$2.24M +$2.24M +160,568 New
CCM
277
Ciovacco Capital Management
Georgia
$2.22M +$377K +27,020 +20%
Fidelity Investments
278
Fidelity Investments
Massachusetts
$2.2M -$42.4K -3,040 -2%
WF
279
Warner Financial
Maryland
$2.16M +$760K +54,500 +55%
PWS
280
Precision Wealth Strategies
Missouri
$2.14M +$1.37M +94,180 +177%
BMCM
281
Burns Matteson Capital Management
New York
$2.13M +$33.4K +2,396 +2%
ADL
282
Asset Dedication LLC
California
$2.12M +$2.12M +151,856 New
CWM
283
Curi Wealth Management
North Carolina
$2.12M +$2.02M +144,728 +2,116%
DWM
284
Dopkins Wealth Management
New York
$2.1M -$76.6K -5,488 -4%
SWM
285
Silverlake Wealth Management
Vermont
$2.08M +$107K +7,656 +5%
CA
286
CGN Advisors
Kansas
$2.06M +$2.06M +147,268 New
FWA
287
FSM Wealth Advisors
Ohio
$1.95M +$918K +65,812 +89%
William Blair & Company
288
William Blair & Company
Illinois
$1.95M -$66K -4,732 -3%
MFG
289
Magnus Financial Group
New York
$1.92M +$1.29M +92,288 +205%
CWM
290
Chesapeake Wealth Management
Virginia
$1.87M -$338K -24,240 -15%
AI
291
Atria Investments
North Carolina
$1.86M -$2.16M -155,096 -54%
BDWCC
292
B&D White Capital Company
Texas
$1.84M +$44.7K +3,208 +2%
KMWM
293
Keudell/Morrison Wealth Management
Oregon
$1.83M +$1.83M +131,032 New
VFIC
294
Valley Forge Investment Consultants
Pennsylvania
$1.81M +$12.3K +880 +0.7%
CAG
295
Csenge Advisory Group
Florida
$1.8M -$45.5K -3,260 -2%
CCP
296
Corient Capital Partners
California
$1.79M +$1.62M +191,560 +965%
TAM
297
Townsend Asset Management
North Carolina
$1.76M +$2.4K +172 +0.1%
AF
298
Advisornet Financial
Minnesota
$1.74M -$51.5K -3,688 -3%
SWM
299
Scissortail Wealth Management
Oklahoma
$1.72M +$1.72M +123,960 New
Cerity Partners
300
Cerity Partners
New York
$1.71M -$78.8K -5,644 -4%
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