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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.

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
1
Orgel Wealth Management
Wisconsin
$56.5M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$115M
3
FEG
3
Fund Evaluation Group
Ohio
$174M
4
AWM
4
Avior Wealth Management
Nebraska
$39.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$88.6M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$942M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$602K
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
TIM
4
Total Investment Management
Arizona
$688K
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$51.9M -$6.79M -486,928 -12%
HWA
27
HHM Wealth Advisors
Tennessee
$51.3M +$4.74M +339,720 +10%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$50.9M +$4.63M +331,560 +10%
Bank of America
29
Bank of America
North Carolina
$48.5M +$3.69M +264,704 +8%
HighTower Advisors
30
HighTower Advisors
Illinois
$43.4M +$9.22M +660,640 +27%
AWM
31
Avior Wealth Management
Nebraska
$39.1M +$38.3M +2,746,880 +4,708%
UBS Group
32
UBS Group
Switzerland
$36.3M -$2.34M -168,000 -6%
TWM
33
Tradition Wealth Management
Minnesota
$36.2M -$2.21M -155,476 -6%
PCIA
34
Prime Capital Investment Advisors
Kansas
$35.5M +$13.4M +962,660 +61%
5L
35
55I LLC
Massachusetts
$34.1M +$22.4M +1,603,496 +191%
Wells Fargo
36
Wells Fargo
California
$33.6M +$9.69M +694,148 +41%
Truist Financial
37
Truist Financial
North Carolina
$33.2M -$559K -40,092 -2%
FA
38
Financial Advisors
Massachusetts
$32.7M +$3.85M +280,048 +13%
MGIA
39
Moneta Group Investment Advisors
Missouri
$31.8M -$798K -57,228 -2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$31.5M +$1.14M +82,048 +4%
BC
41
Brio Consultants
California
$30.4M -$1.94M -133,412 -6%
FCI
42
Financial Counselors Inc
Kansas
$29.8M +$371K +26,604 +1%
KLI
43
Kelman-Lazarov Inc
Tennessee
$29.1M +$333K +23,836 +1%
CAN
44
Cetera Advisor Networks
California
$29.1M +$1.52M +108,692 +6%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$28.9M +$1.32M +94,160 +5%
SWRP
46
Summit Wealth & Retirement Planning
California
$28.8M +$1.52M +108,764 +6%
LFS
47
Legacy Financial Strategies
Kansas
$27.1M +$1.08M +77,144 +4%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$26.8M +$1.36M +97,616 +5%
MA
49
MUFG Americas
New York
$26.5M -$320K -22,960 -1%
BPA
50
Beacon Pointe Advisors
California
$25.7M +$5.28M +377,908 +26%
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