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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 %
DLCIG
376
D.L. Carlson Investment Group
New Hampshire
$939K -$161K -11,132 -15%
BBW
377
Blue Barn Wealth
Utah
$934K +$164K +11,312 +21%
OPWM
378
Oxinas Partners Wealth Management
Indiana
$910K -$287K -19,784 -24%
VNA
379
Valley National Advisers
Pennsylvania
$905K -$2.82K -184 -0.3%
CWM
380
Castle Wealth Management
Florida
$900K +$900K +62,076 New
YWP
381
YorkBridge Wealth Partners
New York
$872K +$78.4K +5,412 +10%
FC
382
Fusion Capital
South Carolina
$859K +$16.4K +1,132 +2%
BCM
383
Brookstone Capital Management
Illinois
$854K -$103K -6,740 -11%
KWM
384
Kolinsky Wealth Management
New Jersey
$852K +$14.1K +972 +2%
KP
385
Keel Point
Alabama
$852K +$852K +50,168 New
B
386
Bailard
California
$851K – – –
ICM
387
Islay Capital Management
Texas
$847K -$69.6K -4,800 -8%
AWM
388
Avior Wealth Management
Nebraska
$845K +$29.2K +2,016 +4%
SCA
389
Scott Capital Advisors
Oregon
$840K +$346K +23,872 +70%
SWM
390
Southern Wealth Management
Texas
$837K +$111K +7,672 +15%
LFA
391
Legend Financial Advisors
Pennsylvania
$806K +$392K +27,016 +95%
NL
392
NWAM LLC
Washington
$790K -$99.8K -6,844 -11%
PWS
393
Precision Wealth Strategies
Missouri
$783K +$53.7K +3,648 +7%
GFP
394
Guardian Financial Partners
California
$778K +$133K +9,180 +21%
AG
395
Appleton Group
Wisconsin
$774K -$16.8M -1,155,416 -96%
AO
396
Advisor OS
Illinois
$773K +$1.28K +88 +0.2%
HC
397
Hoese & Co
Minnesota
$768K -$76.5K -5,280 -9%
NS
398
Newman & Schimel
Illinois
$768K -$16.6K -1,144 -2%
AI
399
Accredited Investors
Minnesota
$768K +$103K +7,084 +15%
MTIC
400
Missouri Trust & Investment Company
Missouri
$764K – – –
14 15
16
17 18