SCHG icon

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 %
EWM
301
Evercore Wealth Management
New York
$1.79M – – –
ZIMP
302
Zimmermann Investment Management & Planning
Pennsylvania
$1.78M +$344K +23,744 +24%
GG
303
GenWealth Group
New Jersey
$1.74M -$29.2K -2,016 -2%
Janney Montgomery Scott
304
Janney Montgomery Scott
Pennsylvania
$1.74M +$180K +12,248 +12%
NF
305
NTB Financial
Colorado
$1.72M +$30.6K +2,112 +2%
BBPWM
306
Blue Bell Private Wealth Management
Pennsylvania
$1.7M -$28.4K -1,960 -2%
LCM
307
Liberty Capital Management
Michigan
$1.66M +$51K +3,520 +3%
PWMG
308
Prestige Wealth Management Group
New Jersey
$1.65M +$232 +16 +0%
WWM
309
Western Wealth Management
Colorado
$1.64M +$11.2K +736 +0.7%
CPIG
310
Chicago Partners Investment Group
Illinois
$1.64M +$687K +41,968 +72%
AC
311
Avant Capital
Louisiana
$1.63M -$32.5K -2,244 -2%
CF
312
Centaurus Financial
California
$1.63M -$768K -52,956 -32%
ACM
313
AlphaStar Capital Management
North Carolina
$1.62M -$158K -10,876 -9%
PCMC
314
Private Capital Management (Colorado)
Colorado
$1.61M – – –
CCA
315
Clearwater Capital Advisors
Illinois
$1.59M -$36.5K -2,520 -2%
AIM
316
Athena Investment Management
California
$1.57M +$607K +41,900 +63%
SIMM
317
Stillwater Investment Management (Minnesota)
Minnesota
$1.56M +$1.11M +76,836 +250%
BC
318
Bartlett & Co
Ohio
$1.55M -$43.4K -2,996 -3%
BCWM
319
Bartlett & Co Wealth Management
Ohio
$1.55M -$43.4K -2,996 -3%
MCC
320
Money Concepts Capital
Florida
$1.55M -$69.3K -4,728 -4%
AWMG
321
Alliance Wealth Management Group
New Jersey
$1.53M -$10.3K -708 -0.7%
TCM
322
Towercrest Capital Management
Pennsylvania
$1.53M -$10.3K -708 -0.7%
ASN
323
Advisory Services Network
Georgia
$1.51M -$285K -19,640 -16%
CCM
324
Condor Capital Management
New Jersey
$1.49M -$44.5K -3,068 -3%
AIM
325
AMI Investment Management
Indiana
$1.49M -$971K -66,952 -39%
11 12
13
14 15