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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 %
DSC
351
Duncker Streett & Co
Missouri
$1.26M -$151K -10,792 -11%
MCA
352
MSH Capital Advisors
Arizona
$1.26M +$197K +14,104 +19%
Stifel Financial
353
Stifel Financial
Missouri
$1.26M +$93.3K +6,688 +8%
FNBOO
354
First National Bank of Omaha
Nebraska
$1.24M – – –
TC
355
Tenret Company
Florida
$1.23M -$1.34M -96,068 -52%
GHA
356
GW Henssler & Associates
Georgia
$1.21M -$65.1K -4,668 -5%
CFD
357
Creative Financial Designs
Indiana
$1.2M +$30.1K +2,160 +3%
PCMC
358
Private Capital Management (Colorado)
Colorado
$1.18M -$17.2K -1,236 -1%
SA
359
Shilanski & Associates
Alaska
$1.18M +$1.18M +84,816 New
BA
360
Bristlecone Advisors
Washington
$1.15M +$670 +48 +0.1%
MPM
361
Meritage Portfolio Management
Kansas
$1.15M -$66.9K -4,796 -6%
WIC
362
Woodmont Investment Counsel
Tennessee
$1.13M +$1.13M +81,240 New
LW
363
Linscomb Wealth
Texas
$1.12M +$115K +8,232 +11%
SPI
364
Santori & Peters Inc
Pennsylvania
$1.11M -$5.86K -420 -0.5%
S
365
SignatureFD
Georgia
$1.1M +$480K +34,420 +78%
CHA
366
Carmichael Hill & Associates
Maryland
$1.1M +$4.47K +320 +0.4%
BFA
367
BMS Financial Advisors
South Dakota
$1.09M +$1.09M +78,244 New
RWRC
368
R.W. Roge & Company
New York
$1.08M -$494 -36 -0%
FA
369
FC Advisory
Pennsylvania
$1.08M -$28.5K -2,040 -3%
HA
370
Herold Advisors
New York
$1.07M -$39.1K -2,800 -4%
CWM
371
Cornerstone Wealth Management
Missouri
$1.06M -$35.5K -2,544 -3%
Betterment LLC
372
Betterment LLC
New York
$1.06M – – –
BBW
373
Blue Barn Wealth
Utah
$1.03M +$127K +9,120 +14%
BFEC
374
Benjamin F. Edwards & Company
Missouri
$1.02M +$36K +2,580 +4%
SIAG
375
Signet Investment Advisory Group
Rhode Island
$993K +$9.71K +696 +1%
13 14
15
16 17