SCHG icon

Schwab US Large-Cap Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Prudential Financial
376
Prudential Financial
New Jersey
$987K +$365K +25,736 +59%
TA
377
TrueWealth Advisors
Alabama
$967K -$75.9K -5,436 -7%
MAM
378
Marotta Asset Management
Virginia
$964K -$85.3K -6,116 -8%
MHS
379
M Holdings Securities
Oregon
$964K -$7.92K -568 -0.8%
FWM
380
Focused Wealth Management
New York
$962K +$9.66K +692 +1%
GVAG
381
Great Valley Advisor Group
Delaware
$953K -$47.7K -3,424 -5%
SFS
382
Sowell Financial Services
Arkansas
$952K -$9.97M -714,924 -91%
Northern Trust
383
Northern Trust
Illinois
$950K -$53K -3,800 -5%
RA
384
RFG Advisory
Alabama
$930K -$4.93M -351,392 -84%
MLA
385
My Legacy Advisors
Oregon
$924K -$168K -12,292 -15%
Goldman Sachs
386
Goldman Sachs
New York
$922K +$526K +37,672 +133%
PFBT
387
Parkside Financial Bank & Trust
Missouri
$910K -$7.53K -540 -0.8%
AP
388
Adero Partners
California
$900K -$63.7K -4,372 -7%
SWM
389
Southern Wealth Management
Texas
$899K +$57.2K +3,924 +7%
CWM
390
Castle Wealth Management
Florida
$894K +$28.2K +2,020 +3%
BCM
391
Brookstone Capital Management
Illinois
$894K +$129K +9,360 +17%
IAP
392
Indie Asset Partners
Indiana
$893K -$111K -7,976 -11%
YWP
393
YorkBridge Wealth Partners
New York
$869K +$29.7K +2,132 +4%
OPWM
394
Oxinas Partners Wealth Management
Indiana
$867K -$8.76K -628 -1%
GFP
395
Guardian Financial Partners
California
$843K +$94K +6,732 +13%
DC
396
Davenport & Co
Virginia
$843K +$211K +15,128 +33%
ACG
397
Allen Capital Group
Nebraska
$835K +$142K +10,144 +20%
B
398
Bailard
California
$819K
KWM
399
Kolinsky Wealth Management
New Jersey
$812K -$7.2K -516 -0.9%
SCA
400
Scott Capital Advisors
Oregon
$810K +$837 +60 +0.1%