Schwab US Large-Cap Growth ETF
SCHG
791 hedge funds and large institutions have $7.29B invested in Schwab US Large-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 361 increasing their positions, 236 reducing their positions, and 45 closing their positions.
336% more call options, than puts
Call options by funds: $3.13M | Put options by funds: $718K
53% more repeat investments, than reductions
Existing positions increased: 361 | Existing positions reduced: 236
29% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 45
0% more funds holding
Funds holding: 791 → 791 (0)
1% less capital invested
Capital invested by funds: $7.39B → $7.29B (-$99.2M)
1.29% less ownership
Funds ownership: 225.35% → 224.06% (-1.3%)
3% less funds holding in top 10
Funds holding in top 10: 116 → 113 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$63M |
| 2 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
+$61.3M |
| 3 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$44.7M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$43M |
| 5 |
Morgan Stanley
New York
|
+$40.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$108M |
| 2 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$88.5M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$38.6M |
| 4 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$22.8M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$13.4M |
SCHG Hedge Fund Activity: Q3 2022 in Review
791 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2022, worth a combined $7.29B — down 1.3% from $7.39B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SCHG positions and 45 closed out — a net gain of 13 holders — while 361 added to existing stakes and 236 trimmed.
The largest buyer was Orgel Wealth Management, adding an estimated $63M. The largest seller was Financial Engines Advisors, cutting an estimated $108M.
- 791 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $7.29B of Schwab US Large-Cap Growth ETF stock for Q3 2022, down 1.3% quarter-over-quarter.
- 58 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2022 and 45 closed out, a net change of +13 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q3 2022 was Orgel Wealth Management, an estimated $63M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q3 2022 was Financial Engines Advisors, an estimated $108M sold.
Based on aggregated 13F filings for Q3 2022.