SCHG icon

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 %
AIA
326
Ally Invest Advisors
North Carolina
$1.49M +$881K +63,104 +145%
CPIG
327
Chicago Partners Investment Group
Illinois
$1.48M +$85.3K +6,116 +6%
JPMPWA
328
J.P. Morgan Private Wealth Advisors
California
$1.47M +$108K +7,704 +8%
CCM
329
Condor Capital Management
New Jersey
$1.47M +$34.3K +2,456 +2%
AWMG
330
Alliance Wealth Management Group
New Jersey
$1.46M -$7.76K -556 -0.5%
TCM
331
Towercrest Capital Management
Pennsylvania
$1.46M -$7.76K -556 -0.5%
FA
332
Fagan Associates
New York
$1.45M +$153K +10,952 +12%
AA
333
Advisory Alpha
Michigan
$1.45M -$385K -27,576 -21%
LNC
334
Lincoln National Corp
Pennsylvania
$1.42M +$36.6K +2,624 +3%
JGCM
335
Joseph Group Capital Management
Ohio
$1.41M +$93.2K +6,680 +7%
Baird Financial Group
336
Baird Financial Group
Wisconsin
$1.4M -$528K -37,840 -27%
TPCW
337
TD Private Client Wealth
New York
$1.4M +$152K +10,920 +12%
PA
338
PFG Advisors
Arizona
$1.4M +$1.4M +100,304 New
KFGK
339
Keystone Financial Group (Kentucky)
Kentucky
$1.39M -$6.14K -440 -0.4%
BCP
340
Blackhawk Capital Partners
Wisconsin
$1.39M +$211K +15,128 +18%
OFG
341
Oxford Financial Group
Indiana
$1.35M +$135K +9,672 +11%
ECML
342
Eagle Capital Management (Louisiana)
Louisiana
$1.34M +$616K +44,144 +85%
AIM
343
AMI Investment Management
Indiana
$1.34M -$89.9K -6,444 -6%
Renaissance Technologies
344
Renaissance Technologies
New York
$1.33M +$731K +52,400 +122%
MCC
345
Money Concepts Capital
Florida
$1.33M -$145K -10,368 -10%
Wealth Enhancement Advisory Services
346
Wealth Enhancement Advisory Services
Minnesota
$1.32M +$161K +11,384 +14%
ASN
347
Advisory Services Network
Georgia
$1.31M -$143K -10,268 -10%
CHA
348
Cooper/Haims Advisors
New York
$1.31M -$61.4K -4,400 -4%
HFA
349
Highland Financial Advisors
New Jersey
$1.3M +$878K +62,944 +208%
CIAS
350
Capital Investment Advisory Services
North Carolina
$1.29M +$31.8K +2,280 +3%
12 13
14
15 16