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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 %
BCM
376
Brookstone Capital Management
Illinois
$1.11M -$560K -31,612 -34%
B
377
Bailard
California
$1.1M – – –
MHS
378
M Holdings Securities
Oregon
$1.09M +$1.09M +58,348 New
HC
379
Hoese & Co
Minnesota
$1.09M – – –
FC
380
Fusion Capital
South Carolina
$1.09M -$71.2K -3,804 -6%
KWM
381
Kolinsky Wealth Management
New Jersey
$1.08M -$16.6K -888 -2%
LIM
382
Leavell Investment Management
Alabama
$1.07M -$29.3K -1,568 -3%
LFA
383
Legend Financial Advisors
Pennsylvania
$1.06M -$890K -24,044 -46%
AWM
384
Avior Wealth Management
Nebraska
$1.05M -$30.9K -1,652 -3%
YWP
385
YorkBridge Wealth Partners
New York
$1.02M +$57.2K +3,060 +6%
KA
386
Kovack Advisors
Florida
$1.02M +$57.6K +3,084 +6%
WWM
387
Windsor Wealth Management
Indiana
$1.01M -$36.8K -2,024 -3%
NS
388
Newman & Schimel
Illinois
$1.01M -$11K -588 -1%
GVAG
389
Great Valley Advisor Group
Delaware
$1.01M -$205K -7,640 -17%
AO
390
Advisor OS
Illinois
$996K +$996K +53,248 New
BBW
391
Blue Barn Wealth
Utah
$994K -$67.9K -3,628 -6%
FAG
392
Fortitude Advisory Group
Washington
$987K +$45.5K +2,432 +5%
MTIC
393
Missouri Trust & Investment Company
Missouri
$986K -$194K -10,360 -16%
CPFP
394
Clear Perspectives Financial Planning
Ohio
$967K -$205K -10,948 -17%
SNBOSD
395
Security National Bank of So Dak
Iowa
$967K -$16.1K -860 -2%
CIP
396
Capital Insight Partners
Arizona
$953K -$147K -7,860 -13%
BRWA
397
B. Riley Wealth Advisors
Florida
$950K +$9.36K +500 +1%
DT
398
Diversified Trust
Tennessee
$944K – – –
EL
399
Essex LLC
Illinois
$942K -$15.3K -816 -2%
TF
400
TIAA FSB
Florida
$940K +$940K +50,272 New
14 15
16
17 18