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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 %
CA
301
Continuum Advisory
Idaho
$2.1M -$897K -55,272 -30%
CCA
302
Clearwater Capital Advisors
Illinois
$2.1M -$1.95K -104 -0.1%
LCM
303
Liberty Capital Management
Michigan
$2.08M -$31.3K -1,672 -1%
MCC
304
Money Concepts Capital
Florida
$2.06M +$223K +11,904 +12%
BC
305
Bartlett & Co
Ohio
$2.05M – – –
BCWM
306
Bartlett & Co Wealth Management
Ohio
$2.05M – – –
LNC
307
Lincoln National Corp
Pennsylvania
$2.04M -$498K -26,616 -20%
SBL
308
Sargent Bickham Lagudis
Colorado
$2.02M -$3.09M -165,008 -60%
WWM
309
Western Wealth Management
Colorado
$2M +$1.69M +90,520 +549%
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
$1.99M +$364K +19,428 +22%
AWMG
311
Alliance Wealth Management Group
New Jersey
$1.98M -$150 -8 -0%
TCM
312
Towercrest Capital Management
Pennsylvania
$1.98M -$150 -8 -0%
CCM
313
Condor Capital Management
New Jersey
$1.98M -$138K -7,356 -6%
KFGK
314
Keystone Financial Group (Kentucky)
Kentucky
$1.88M -$21.2K -1,132 -1%
BAM
315
Belpointe Asset Management
Nevada
$1.86M +$428K +22,904 +30%
TA
316
TrueWealth Advisors
Alabama
$1.85M -$1.85M -45,280 -50%
ZIMP
317
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M +$25.8K +1,380 +1%
CI
318
CX Institutional
Indiana
$1.82M -$431K -23,028 -19%
JFG
319
JMG Financial Group
Illinois
$1.81M +$121K +6,448 +7%
JPMPWA
320
J.P. Morgan Private Wealth Advisors
California
$1.78M +$265K +14,168 +18%
BCP
321
Blackhawk Capital Partners
Wisconsin
$1.76M -$557K -29,796 -24%
Stifel Financial
322
Stifel Financial
Missouri
$1.75M -$92.5K -4,948 -5%
GHA
323
GW Henssler & Associates
Georgia
$1.71M -$93.7K -5,012 -5%
WF
324
Warner Financial
Maryland
$1.7M +$163K +8,728 +11%
RWRC
325
R.W. Roge & Company
New York
$1.69M -$57.2K -3,060 -3%
11 12
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