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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 %
ECM
326
Evergreen Capital Management
Washington
$1.69M +$107K +5,744 +7%
ECML
327
Eagle Capital Management (Louisiana)
Louisiana
$1.68M -$787K -42,080 -32%
FNBOO
328
First National Bank of Omaha
Nebraska
$1.66M -$74.8K -4,000 -4%
CW
329
CreativeOne Wealth
Kansas
$1.66M +$878K +46,932 +113%
AA
330
Advisory Alpha
Michigan
$1.66M -$111K -5,940 -6%
OFG
331
Oxford Financial Group
Indiana
$1.63M – – –
MAM
332
Marotta Asset Management
Virginia
$1.62M -$301K -16,072 -16%
PCMC
333
Private Capital Management (Colorado)
Colorado
$1.61M -$24.3K -1,300 -1%
CIAS
334
Capital Investment Advisory Services
North Carolina
$1.61M +$91.6K +4,900 +6%
MWA
335
Martel Wealth Advisors
Washington
$1.6M +$416K +22,240 +35%
WIA
336
World Investment Advisors
California
$1.6M -$54.6K -2,920 -3%
FA
337
Fagan Associates
New York
$1.58M +$151K +8,048 +11%
CSWM
338
Cassady Schiller Wealth Management
Ohio
$1.55M +$1.53M +81,964 +9,148%
OPWM
339
Oxinas Partners Wealth Management
Indiana
$1.54M +$354K +18,928 +30%
BA
340
Bristlecone Advisors
Washington
$1.54M -$16.8K -900 -1%
CIC
341
Cornercap Investment Counsel
Georgia
$1.54M +$1.54M +82,108 New
MPM
342
Meritage Portfolio Management
Kansas
$1.51M -$303K -16,204 -17%
JGCM
343
Joseph Group Capital Management
Ohio
$1.5M +$226K +12,064 +18%
DB
344
Dravo Bay
Delaware
$1.48M +$445K +23,772 +43%
HA
345
Herold Advisors
New York
$1.48M – – –
CHA
346
Carmichael Hill & Associates
Maryland
$1.46M +$4.86K +260 +0.3%
DLCIG
347
D.L. Carlson Investment Group
New Hampshire
$1.42M -$141K -7,512 -9%
IAP
348
Indie Asset Partners
Indiana
$1.39M -$294K -15,740 -17%
TPCW
349
TD Private Client Wealth
New York
$1.39M +$927K +49,564 +202%
LW
350
Linscomb Wealth
Texas
$1.38M -$17.1K -912 -1%
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