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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 %
ECML
401
Eagle Capital Management (Louisiana)
Louisiana
$755K -$550K -37,936 -42%
FAG
402
Fortitude Advisory Group
Washington
$755K -$10.7K -736 -1%
EWM
403
Empirical Wealth Management
Washington
$754K +$399K +27,480 +112%
SNBOSD
404
Security National Bank of So Dak
Iowa
$749K – – –
TF
405
TIAA FSB
Florida
$741K +$11.8K +812 +2%
WWM
406
Windsor Wealth Management
Indiana
$734K -$103K -6,896 -12%
DT
407
Diversified Trust
Tennessee
$733K +$812 +56 +0.1%
FWM
408
Frontier Wealth Management
Missouri
$731K -$40.4K -2,788 -5%
JC
409
Jentner Corp
Ohio
$724K +$2.73K +188 +0.4%
BRC
410
Bell Rock Capital
Delaware
$724K +$724K +49,940 New
EL
411
Essex LLC
Illinois
$722K -$8.23K -568 -1%
ACG
412
Allen Capital Group
Nebraska
$721K +$289K +19,932 +67%
LIM
413
Leavell Investment Management
Alabama
$709K -$121K -8,320 -15%
FTS
414
Fifth Third Securities
Ohio
$701K +$701K +48,364 New
TFS
415
TrustCore Financial Services
Tennessee
$694K -$10.7K -736 -2%
HSA
416
HBK Sorce Advisory
Pennsylvania
$692K +$20.1K +1,388 +3%
FWM
417
Fingerlakes Wealth Management
New York
$684K +$343K +23,636 +100%
CAM
418
Cozad Asset Management
Illinois
$683K +$43.5K +3,000 +7%
SFS
419
Summit Financial Strategies
Ohio
$682K -$26.2K -1,804 -4%
UB
420
UMB Bank
Missouri
$682K – – –
CIP
421
Capital Insight Partners
Arizona
$670K -$68.4K -4,716 -9%
IF
422
Intrua Financial
Texas
$666K -$268K -18,504 -29%
PNC Financial Services Group
423
PNC Financial Services Group
Pennsylvania
$666K +$203K +13,968 +44%
AFG
424
Alterity Financial Group
Maine
$666K +$666K +45,952 New
SBL
425
Sargent Bickham Lagudis
Colorado
$665K -$897K -61,904 -57%
15 16
17
18 19