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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 %
CWM
351
Cornerstone Wealth Management
Missouri
$1.37M -$30.3K -1,620 -2%
MLA
352
My Legacy Advisors
Oregon
$1.37M +$1.37M +73,200 New
Northern Trust
353
Northern Trust
Illinois
$1.36M -$183K -9,808 -12%
CFD
354
Creative Financial Designs
Indiana
$1.33M -$191K -10,200 -13%
SA
355
Strategic Advisors
New York
$1.33M -$79K -4,228 -6%
SIAG
356
Signet Investment Advisory Group
Rhode Island
$1.29M +$8.61K +460 +0.7%
Wealth Enhancement Advisory Services
357
Wealth Enhancement Advisory Services
Minnesota
$1.28M +$374K +19,536 +41%
BFA
358
Beacon Financial Advisory
Ohio
$1.25M +$79.8K +4,264 +7%
AIM
359
Athena Investment Management
California
$1.24M +$1.24M +66,536 New
AP
360
Adero Partners
California
$1.23M -$588K -31,420 -32%
PFBT
361
Parkside Financial Bank & Trust
Missouri
$1.23M +$2.17K +116 +0.2%
WP
362
WealthSource Partners
California
$1.22M +$759K +40,564 +164%
WPW
363
Warther Private Wealth
Ohio
$1.22M -$14.3K -760 -1%
FWM
364
Focused Wealth Management
New York
$1.22M +$169K +9,036 +16%
IF
365
Intrua Financial
Texas
$1.21M -$82.8K -4,424 -6%
AA
366
Aire Advisors
California
$1.2M +$791K +42,060 +192%
PCMN
367
Paradigm Capital Management (Nevada)
Nevada
$1.19M -$169K -9,060 -12%
ICM
368
Islay Capital Management
Texas
$1.18M -$74.8K -4,000 -6%
AC
369
Avestar Capital
New York
$1.15M +$195K +10,400 +20%
NL
370
NWAM LLC
Washington
$1.14M +$47.3K +2,528 +4%
AIP
371
Almanack Investment Partners
Pennsylvania
$1.12M -$243K -13,012 -18%
CAG
372
Compass Advisory Group
New York
$1.12M +$65.2K +3,484 +6%
MCA
373
MSH Capital Advisors
Arizona
$1.12M +$181K +9,680 +19%
Betterment LLC
374
Betterment LLC
New York
$1.11M +$474K +25,340 +74%
VNA
375
Valley National Advisers
Pennsylvania
$1.11M – – –
13 14
15
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