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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 %
ABC
426
Associated Banc-Corp
Wisconsin
$822K +$523K +27,992 +175%
NA
427
NewEdge Advisors
Louisiana
$820K -$314K -16,816 -28%
AA
428
Ancora Advisors
Ohio
$817K +$1.65K +88 +0.2%
TP
429
Tranquility Partners
Tennessee
$814K – – –
RF
430
Rollins Financial
Georgia
$812K -$40.6K -2,172 -5%
WG
431
Welch Group
Alabama
$811K – – –
KIA
432
KCM Investment Advisors
California
$808K +$136K +7,244 +20%
UWM
433
USAdvisors Wealth Management
Minnesota
$807K -$198K -10,576 -20%
BWA
434
Burt Wealth Advisors
Maryland
$801K – – –
Baird Financial Group
435
Baird Financial Group
Wisconsin
$792K +$187K +10,012 +31%
CBFP
436
Cedar Brook Financial Partners
Ohio
$788K -$7.63K -408 -1%
TC
437
Tenret Company
Florida
$778K – – –
CIA
438
Capital Investment Advisors
Georgia
$774K +$409K +21,848 +112%
GBWM
439
Granite Bay Wealth Management
New Hampshire
$768K +$33.5K +1,792 +5%
IWM
440
IHT Wealth Management
Illinois
$767K +$348K +18,616 +83%
OC
441
Oarsman Capital
Wisconsin
$764K -$21.1K -1,128 -3%
SPIA
442
Steward Partners Investment Advisory
New York
$763K +$8.61K +460 +1%
AWM
443
Aprio Wealth Management
Georgia
$760K +$760K +40,608 New
RGF
444
Retirement Guys Formula
Ohio
$752K -$4.13M -220,456 -85%
GFP
445
Guardian Financial Partners
California
$748K +$83.4K +4,960 +13%
FSWA
446
Financial Synergies Wealth Advisors
Texas
$743K +$599 +32 +0.1%
PP
447
Pegasus Partners
Wisconsin
$737K – – –
SG
448
StoneX Group
New York
$730K -$5.46K -292 -0.7%
LF
449
LifeSteps Financial
California
$718K -$17.5K -936 -2%
VAS
450
Valicenti Advisory Services
New York
$716K -$120K -6,400 -14%
16 17
18
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