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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 %
SG
451
StoneX Group
New York
$555K -$10.1K -696 -2%
AMG
452
Asset Management Group
Connecticut
$552K +$696 +48 +0.1%
VAS
453
Valicenti Advisory Services
New York
$549K -$5.8K -400 -1%
RFN
454
RDA Financial Network
Iowa
$549K +$3.25K +224 +0.6%
CBFP
455
Cedar Brook Financial Partners
Ohio
$545K -$66.2K -4,564 -11%
LF
456
LifeSteps Financial
California
$539K -$17.3K -1,196 -3%
IWM
457
IHT Wealth Management
Illinois
$538K -$56.1K -3,872 -9%
FFA
458
First Foundation Advisors
California
$528K +$528K +36,440 New
SW
459
SVB Wealth
Massachusetts
$527K +$463K +31,944 +726%
PFA
460
Pathway Financial Advisors
Vermont
$524K +$524K +36,132 New
SWM
461
Segment Wealth Management
Texas
$520K – – –
AWM
462
Aprio Wealth Management
Georgia
$519K -$69.4K -4,788 -12%
FLA
463
Financial Life Advisors
Texas
$519K – – –
WPW
464
Warther Private Wealth
Ohio
$518K -$433K -29,540 -46%
BRWA
465
B. Riley Wealth Advisors
Florida
$518K -$218K -15,028 -30%
BWM
466
BCS Wealth Management
Tennessee
$518K +$7.94K +548 +2%
PCMN
467
Paradigm Capital Management (Nevada)
Nevada
$517K -$405K -27,936 -44%
KWM
468
KerberRose Wealth Management
Wisconsin
$513K +$513K +35,396 New
DW
469
Domani Wealth
Pennsylvania
$510K – – –
KA
470
Kovack Advisors
Florida
$507K -$283K -19,472 -36%
AOWM
471
Alpha Omega Wealth Management
Virginia
$506K +$4.58K +316 +0.9%
RIS
472
Retirement Income Solutions
Michigan
$500K – – –
MA
473
MONECO Advisors
Connecticut
$498K +$174 +12 +0%
AMCA
474
Arthur M. Cohen & Associates
Illinois
$495K +$248K +17,064 +100%
TI
475
Truepoint Inc
Ohio
$480K +$284K +19,608 +145%
17 18
19
20 21