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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

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

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$56.1M
2
GSIS
Global Strategic Investment Solutions
Arizona
+$54.6M
3
FEG
Fund Evaluation Group
Ohio
+$39.8M
4
AWM
Avior Wealth Management
Nebraska
+$38.3M
5
Morgan Stanley
Morgan Stanley
New York
+$35.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$96.3M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$78.9M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$38.6M
4
TIM
Total Investment Management
Arizona
-$20.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
401
Fusion Capital
South Carolina
$793K -$33.8K -2,424 -4%
DLCIG
402
D.L. Carlson Investment Group
New Hampshire
$790K -$113K -8,132 -13%
LWAC
403
Laurel Wealth Advisors (California)
California
$785K -$2.02M -144,372 -72%
AG
404
Appleton Group
Wisconsin
$783K +$38.8K +2,784 +5%
Marshall Wace
405
Marshall Wace
United Kingdom
$775K +$775K +55,600 New
CWA
406
Clarus Wealth Advisors
Arizona
$762K +$762K +54,684 New
NS
407
Newman & Schimel
Illinois
$761K +$22.3K +1,600 +3%
AO
408
Advisor OS
Illinois
$746K +$1.68K +120 +0.2%
AWM
409
Aspire Wealth Management
Massachusetts
$741K +$448K +32,100 +153%
Citadel Advisors
410
Citadel Advisors
Florida
$739K +$739K +52,972 New
MTIC
411
Missouri Trust & Investment Company
Missouri
$735K – – –
EWM
412
Empirical Wealth Management
Washington
$734K +$8.98K +644 +1%
ICM
413
Islay Capital Management
Texas
$733K -$81.5K -5,840 -10%
WWM
414
Windsor Wealth Management
Indiana
$731K +$41.6K +2,952 +6%
SNBOSD
415
Security National Bank of So Dak
Iowa
$721K – – –
CSIA
416
Charles Schwab Investment Advisory
California
$721K +$721K +51,676 New
LWM
417
Ledge Wealth Management
Minnesota
$713K -$579K -41,512 -45%
DT
418
Diversified Trust
Tennessee
$704K -$781 -56 -0.1%
HC
419
Hoese & Co
Minnesota
$703K -$36.3K -2,600 -5%
TF
420
TIAA FSB
Florida
$698K -$14.6K -1,048 -2%
JC
421
Jentner Corp
Ohio
$694K -$2.85K -204 -0.4%
EL
422
Essex LLC
Illinois
$694K -$725 -52 -0.1%
PNC Financial Services Group
423
PNC Financial Services Group
Pennsylvania
$693K +$53.3K +3,824 +8%
FWM
424
Fingerlakes Wealth Management
New York
$691K +$33.1K +2,376 +5%
TIM
425
Total Investment Management
Arizona
$688K -$20.3M -1,454,972 -97%
15 16
17
18 19