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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 %
WA
426
Wealth Architects
California
$661K – – –
DC
427
Davenport & Co
Virginia
$657K +$216K +14,900 +49%
EE
428
EWG Elevate
California
$656K – – –
MFG
429
Magnus Financial Group
New York
$653K +$292K +20,116 +81%
Prudential Financial
430
Prudential Financial
New Jersey
$645K +$390K +26,552 +153%
S
431
SignatureFD
Georgia
$644K -$9.22K -636 -1%
CCB
432
Cutter & Co Brokerage
Missouri
$644K +$638 +44 +0.1%
JPMorgan Chase & Co
433
JPMorgan Chase & Co
New York
$642K +$288K +19,860 +81%
BAG
434
Briggs Advisory Group
Rhode Island
$633K +$101K +6,984 +19%
AA
435
Ancora Advisors
Ohio
$632K -$1.1K -76 -0.2%
AIA
436
Ally Invest Advisors
North Carolina
$629K +$629K +43,384 New
VFA
437
Valeo Financial Advisors
Indiana
$626K -$15.8K -1,088 -2%
KIA
438
KCM Investment Advisors
California
$626K – – –
BWA
439
Burt Wealth Advisors
Maryland
$620K – – –
Renaissance Technologies
440
Renaissance Technologies
New York
$620K +$620K +42,800 New
CWM
441
Cedar Wealth Management
California
$617K -$40.6K -2,800 -6%
RF
442
Rollins Financial
Georgia
$613K -$16.4K -1,128 -3%
UWM
443
USAdvisors Wealth Management
Minnesota
$611K -$14.5K -1,004 -2%
SPIA
444
Steward Partners Investment Advisory
New York
$608K +$17K +1,172 +3%
LJAC
445
L.J. Altfest & Co
New York
$598K -$56.4K -3,892 -9%
GBWM
446
Granite Bay Wealth Management
New Hampshire
$598K +$2.72K +188 +0.5%
CP
447
Camelot Portfolios
Ohio
$589K -$67.6K -4,660 -10%
OC
448
Oarsman Capital
Wisconsin
$581K -$11K -756 -2%
RGF
449
Retirement Guys Formula
Ohio
$568K -$14.1K -972 -2%
SFO
450
Stokes Family Office
Louisiana
$558K -$140K -9,648 -20%
16 17
18
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