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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.

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
1
SEI Investments
Pennsylvania
$411M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$94.1M
3
BC
3
Brio Consultants
California
$32.7M
4
MG
4
Mather Group
Illinois
$421M
5
TWP
5
Transparent Wealth Partners
Arkansas
$21.1M

Top Sellers

1
WA
1
Win Advisors
Florida
$64K
2
BDWCC
2
B&D White Capital Company
Texas
$1.86M
3
BPA
3
Beacon Pointe Advisors
California
$21.2M
4
AG
4
Appleton Group
Wisconsin
$774K
5
EFSCE
5
Enterprise Financial Services Corp (EFSC)
Missouri
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$50.7M +$2.76M +190,248 +6%
HWA
27
HHM Wealth Advisors
Tennessee
$48.4M +$11M +760,044 +30%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$48.1M +$6.15M +424,408 +15%
Bank of America
29
Bank of America
North Carolina
$46.6M +$17.5M +1,207,340 +60%
TWM
30
Tradition Wealth Management
Minnesota
$40.4M +$17.9M +1,198,296 +80%
UBS Group
31
UBS Group
Switzerland
$40.2M +$8.27M +570,512 +26%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38.6M -$1.35M -93,224 -3%
HighTower Advisors
33
HighTower Advisors
Illinois
$35.5M +$3.48M +240,360 +11%
Truist Financial
34
Truist Financial
North Carolina
$35M -$369K -25,428 -1%
MGIA
35
Moneta Group Investment Advisors
Missouri
$33.9M +$14.3M +983,420 +73%
BC
36
Brio Consultants
California
$32.7M +$32.4M +2,199,972 +10,510%
VWA
37
Visionary Wealth Advisors
Illinois
$31.6M +$736K +50,800 +2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$31.6M +$8.3M +572,740 +36%
FCI
39
Financial Counselors Inc
Kansas
$30.6M -$367K -25,348 -1%
FA
40
Financial Advisors
Massachusetts
$30.5M +$3.47M +239,536 +13%
KLI
41
Kelman-Lazarov Inc
Tennessee
$29.9M +$1.63M +112,392 +6%
CAN
42
Cetera Advisor Networks
California
$28.6M -$1.08M -74,396 -4%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$28.5M +$1.98M +136,392 +7%
SWRP
44
Summit Wealth & Retirement Planning
California
$28.3M +$1.41M +97,304 +5%
TWM
45
Triton Wealth Management
Arizona
$28.1M +$7.95M +486,676 +39%
MA
46
MUFG Americas
New York
$27.8M +$1.21M +83,708 +5%
LFS
47
Legacy Financial Strategies
Kansas
$27M +$1.26M +86,824 +5%
KAS
48
Kestra Advisory Services
Texas
$26.6M +$226K +15,592 +0.9%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$26.4M +$1.59M +109,892 +6%
I
50
INVST
Indiana
$26.3M -$766K -45,084 -3%
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