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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 %
FWM
401
Frontier Wealth Management
Missouri
$938K -$74.3K -4,216 -7%
SWM
402
Southern Wealth Management
Texas
$937K +$374 +20 +0%
JC
403
Jentner Corp
Ohio
$931K -$3.59K -192 -0.4%
PAMG
404
Patton Albertson Miller Group
Tennessee
$929K -$129K -6,884 -12%
PWS
405
Precision Wealth Strategies
Missouri
$926K +$227K +12,152 +33%
SFS
406
Summit Financial Strategies
Ohio
$914K +$109K +5,832 +14%
TFS
407
TrustCore Financial Services
Tennessee
$909K +$728K +38,932 +403%
SFO
408
Stokes Family Office
Louisiana
$901K +$634K +33,892 +238%
TF
409
Theory Financial
Colorado
$889K +$889K +47,528 New
UB
410
UMB Bank
Missouri
$880K – – –
Jane Street
411
Jane Street
New York
$878K +$878K +46,952 New
HSA
412
HBK Sorce Advisory
Pennsylvania
$866K +$28K +1,496 +3%
SS
413
Simplicity Solutions
Minnesota
$862K +$456K +24,360 +112%
CPIG
414
Chicago Partners Investment Group
Illinois
$861K +$71.5K +4,824 +9%
AI
415
Accredited Investors
Minnesota
$858K +$441K +23,552 +106%
WA
416
Wealth Architects
California
$852K – – –
CWM
417
Cedar Wealth Management
California
$848K -$7.48K -400 -0.9%
CP
418
Camelot Portfolios
Ohio
$847K -$21K -1,120 -2%
EE
419
EWG Elevate
California
$846K +$315K +16,848 +59%
LJAC
420
L.J. Altfest & Co
New York
$845K -$22.4K -1,196 -3%
S
421
SignatureFD
Georgia
$843K -$6.89K -368 -0.8%
BWM
422
Boyd Wealth Management
California
$841K +$38.8K +2,072 +5%
CCB
423
Cutter & Co Brokerage
Missouri
$830K +$823 +44 +0.1%
VFA
424
Valeo Financial Advisors
Indiana
$828K +$4.12K +220 +0.5%
CAM
425
Cozad Asset Management
Illinois
$826K +$75.2K +4,020 +10%
15 16
17
18 19