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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 %
DSC
326
Duncker Streett & Co
Missouri
$1.47M -$178K -12,272 -11%
KFGK
327
Keystone Financial Group (Kentucky)
Kentucky
$1.45M -$4.81K -332 -0.3%
WF
328
Warner Financial
Maryland
$1.45M +$130K +8,960 +10%
DI
329
DAGCO Inc
Ohio
$1.44M +$960K +66,252 +201%
LNC
330
Lincoln National Corp
Pennsylvania
$1.44M -$146K -10,048 -9%
PP
331
Pegasus Partners
Wisconsin
$1.43M +$859K +59,204 +150%
CHA
332
Cooper/Haims Advisors
New York
$1.43M -$231K -15,940 -14%
JPMPWA
333
J.P. Morgan Private Wealth Advisors
California
$1.42M +$38.6K +2,664 +3%
E
334
Ergoteles
New York
$1.4M +$1.4M +96,732 New
JGCM
335
Joseph Group Capital Management
Ohio
$1.37M +$204K +14,096 +18%
CW
336
CreativeOne Wealth
Kansas
$1.37M +$83.2K +5,744 +6%
FA
337
Fagan Associates
New York
$1.35M +$130K +8,972 +11%
LWM
338
Ledge Wealth Management
Minnesota
$1.34M -$315K -21,740 -19%
GHA
339
GW Henssler & Associates
Georgia
$1.32M -$6.15K -424 -0.5%
CIAS
340
Capital Investment Advisory Services
North Carolina
$1.31M +$57.9K +3,992 +5%
TPCW
341
TD Private Client Wealth
New York
$1.3M +$223K +15,360 +21%
FNBOO
342
First National Bank of Omaha
Nebraska
$1.29M – – –
OFG
343
Oxford Financial Group
Indiana
$1.26M – – –
MPM
344
Meritage Portfolio Management
Kansas
$1.26M +$86.6K +5,976 +7%
Wealth Enhancement Advisory Services
345
Wealth Enhancement Advisory Services
Minnesota
$1.25M +$231K +15,064 +23%
FWA
346
FSM Wealth Advisors
Ohio
$1.23M +$1.23M +74,044 New
BCP
347
Blackhawk Capital Partners
Wisconsin
$1.22M -$145K -10,016 -11%
CFD
348
Creative Financial Designs
Indiana
$1.22M +$186K +12,856 +18%
Stifel Financial
349
Stifel Financial
Missouri
$1.21M -$149K -10,276 -11%
MLA
350
My Legacy Advisors
Oregon
$1.2M +$103K +6,860 +9%
12 13
14
15 16