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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 %
BA
351
Bristlecone Advisors
Washington
$1.19M +$638 +44 +0.1%
SPI
352
Santori & Peters Inc
Pennsylvania
$1.16M -$3.35M -231,532 -74%
FA
353
FC Advisory
Pennsylvania
$1.15M -$508K -35,016 -31%
HA
354
Herold Advisors
New York
$1.15M – – –
Susquehanna International Group
355
Susquehanna International Group
Pennsylvania
$1.15M -$2.64M -181,792 -70%
RWRC
356
R.W. Roge & Company
New York
$1.14M -$170K -11,696 -13%
CWM
357
Cornerstone Wealth Management
Missouri
$1.14M +$73.5K +5,068 +7%
CHA
358
Carmichael Hill & Associates
Maryland
$1.14M +$4.41K +304 +0.4%
MCA
359
MSH Capital Advisors
Arizona
$1.1M +$238K +16,432 +28%
MAM
360
Marotta Asset Management
Virginia
$1.1M -$167K -11,384 -13%
BFA
361
Beacon Financial Advisory
Ohio
$1.1M +$125K +8,612 +13%
TA
362
TrueWealth Advisors
Alabama
$1.08M +$427K +29,440 +65%
Betterment LLC
363
Betterment LLC
New York
$1.06M +$195K +13,452 +23%
IAP
364
Indie Asset Partners
Indiana
$1.04M -$35.1K -2,420 -3%
Northern Trust
365
Northern Trust
Illinois
$1.04M -$9.28K -640 -0.9%
LW
366
Linscomb Wealth
Texas
$1.04M -$25.7K -1,776 -2%
GVAG
367
Great Valley Advisor Group
Delaware
$1.04M +$496K +34,204 +91%
SIAG
368
Signet Investment Advisory Group
Rhode Island
$1.02M +$23.7K +1,632 +2%
BFEC
369
Benjamin F. Edwards & Company
Missouri
$1.02M +$545K +37,612 +115%
MHS
370
M Holdings Securities
Oregon
$1.01M +$164K +11,336 +19%
BWM
371
Boyd Wealth Management
California
$1M +$348K +23,996 +53%
FWM
372
Focused Wealth Management
New York
$990K +$46.1K +3,176 +5%
AP
373
Adero Partners
California
$975K +$8.01K +544 +0.8%
PFBT
374
Parkside Financial Bank & Trust
Missouri
$954K +$1.97K +136 +0.2%
AA
375
Aire Advisors
California
$954K +$27.2K +1,876 +3%
13 14
15
16 17