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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 %
AMG
451
Asset Management Group
Connecticut
$711K +$748 +40 +0.1%
LAIC
452
Lederer & Associates Investment Counsel
California
$708K -$228K -12,188 -24%
RFN
453
RDA Financial Network
Iowa
$704K +$488K +26,084 +226%
WIC
454
Woodmont Investment Counsel
Tennessee
$701K +$701K +37,492 New
AMCA
455
Arthur M. Cohen & Associates
Illinois
$699K -$699K -17,064 -50%
BAG
456
Briggs Advisory Group
Rhode Island
$687K – – –
GC
457
Gratus Capital
Georgia
$683K +$201K +10,716 +42%
MOS
458
MGO One Seven
Ohio
$679K -$2.47M -132,316 -78%
SWM
459
Segment Wealth Management
Texas
$671K +$6.73K +360 +1%
FLA
460
Financial Life Advisors
Texas
$669K -$22K -1,176 -3%
CFO
461
Collective Family Office
Pennsylvania
$665K -$744K -39,800 -53%
OAJ
462
Ogorek Anthony Joseph
New York
$664K -$63K -3,368 -9%
FCA
463
FinTrust Capital Advisors
South Carolina
$664K +$138K +7,388 +26%
BWM
464
BCS Wealth Management
Tennessee
$659K +$7.19K +384 +1%
DW
465
Domani Wealth
Pennsylvania
$658K – – –
USCWA
466
U.S. Capital Wealth Advisors
Texas
$657K +$12.3K +656 +2%
C
467
Certuity
Florida
$648K +$247K +13,204 +62%
AOWM
468
Alpha Omega Wealth Management
Virginia
$647K -$4.79K -256 -0.7%
RIS
469
Retirement Income Solutions
Michigan
$646K – – –
MA
470
MONECO Advisors
Connecticut
$643K -$299 -16 -0%
SCA
471
Scott Capital Advisors
Oregon
$638K +$390K +20,824 +157%
BFEC
472
Benjamin F. Edwards & Company
Missouri
$612K +$79.4K +4,244 +15%
SWM
473
Spire Wealth Management
Virginia
$603K -$28.3K -1,512 -4%
SWA
474
Sutton Wealth Advisors
Florida
$602K – – –
CAG
475
Csenge Advisory Group
Florida
$602K -$72.1K -3,852 -11%
17 18
19
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