SCHG icon

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 %
CWM
451
Cedar Wealth Management
California
$599K +$5.58K +400 +0.9%
SPIA
452
Steward Partners Investment Advisory
New York
$599K +$14.2K +1,016 +2%
BWA
453
Burt Wealth Advisors
Maryland
$597K – – –
AI
454
Accredited Investors
Minnesota
$588K -$151K -10,848 -20%
UWM
455
USAdvisors Wealth Management
Minnesota
$588K -$502 -36 -0.1%
RGF
456
Retirement Guys Formula
Ohio
$583K +$35.6K +2,552 +7%
LJAC
457
L.J. Altfest & Co
New York
$580K +$3.91K +280 +0.7%
OC
458
Oarsman Capital
Wisconsin
$566K +$6.59K +472 +1%
DWT
459
Dorsey & Whitney Trust
South Dakota
$564K +$289K +20,760 +105%
CSWM
460
Cassady Schiller Wealth Management
Ohio
$558K +$558K +39,976 New
SG
461
StoneX Group
New York
$549K +$14.5K +1,040 +3%
SFO
462
Stokes Family Office
Louisiana
$538K +$503 +36 +0.1%
GBWM
463
Granite Bay Wealth Management
New Hampshire
$532K -$43.3K -3,108 -8%
AMG
464
Asset Management Group
Connecticut
$532K +$725 +52 +0.1%
CIP
465
Capital Insight Partners
Arizona
$525K -$120K -8,592 -19%
LF
466
LifeSteps Financial
California
$519K +$167 +12 +0%
PFA
467
Pathway Financial Advisors
Vermont
$516K +$12.1K +868 +2%
AWM
468
Aprio Wealth Management
Georgia
$515K +$15.2K +1,092 +3%
CFO
469
Collective Family Office
Pennsylvania
$512K +$161K +11,540 +46%
FLA
470
Financial Life Advisors
Texas
$506K +$6.64K +476 +1%
BWM
471
BCS Wealth Management
Tennessee
$499K – – –
PCMN
472
Paradigm Capital Management (Nevada)
Nevada
$498K +$614 +44 +0.1%
WWA
473
WC Walker & Associates
California
$498K +$498K +34,136 New
DW
474
Domani Wealth
Pennsylvania
$491K – – –
AOWM
475
Alpha Omega Wealth Management
Virginia
$490K +$2.79K +200 +0.6%
17 18
19
20 21