SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

826 hedge funds and large institutions have $9.1B invested in Schwab US Large-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 310 increasing their positions, 320 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
-12
Holders Change %
-1.43%
% of All Funds
13.07%
Holding in Top 10
123
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.38%
% of All Funds
1.95%
New
67
Increased
310
Reduced
320
Closed
70
Calls
$3.97M
Puts
$1.77M
Net Calls
+$2.2M
Net Calls Change
+$358K

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$94.8M
2
FFN
Focus Financial Network
Minnesota
+$78.4M
3
GSIS
Global Strategic Investment Solutions
Arizona
+$77.1M
4
SEI Investments
SEI Investments
Pennsylvania
+$68.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$34.3M

Top Sellers

1
TWM
Triton Wealth Management
Arizona
-$45.3M
2
TWP
Transparent Wealth Partners
Arkansas
-$34.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$32.2M
4
TI
Tidal Investments
Wisconsin
-$31.2M
5
PFG
Piershale Financial Group
Illinois
-$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
476
PNC Financial Services Group
Pennsylvania
$597K +$68.9K +3,680 +13%
RIM
477
Regent Investment Management
Kentucky
$596K +$29.9K +1,600 +5%
VT
478
Vise Technologies
New York
$591K -$215K -11,480 -27%
DI
479
DAGCO Inc
Ohio
$591K +$591K +32,964 New
SCM
480
SOL Capital Management
Maryland
$590K -$27K -1,440 -4%
WWM
481
WT Wealth Management
Arizona
$587K -$15.1K -804 -3%
Goldman Sachs
482
Goldman Sachs
New York
$583K +$201K +10,768 +53%
SIMM
483
Stillwater Investment Management (Minnesota)
Minnesota
$576K +$576K +30,788 New
DC
484
Davenport & Co
Virginia
$569K +$178K +9,532 +46%
AFS
485
Access Financial Services
Minnesota
$563K – – –
LFS
486
Lutz Financial Services
Nebraska
$561K – – –
ACG
487
Allen Capital Group
Nebraska
$557K +$21.8K +1,168 +4%
SAM
488
SignalPoint Asset Management
Missouri
$552K -$17.7K -944 -3%
CIBC Private Wealth Group
489
CIBC Private Wealth Group
Georgia
$552K -$4.41K -236 -0.8%
DY
490
Dowling & Yahnke
California
$548K -$295K -15,800 -35%
CSIC
491
Clifford Swan Investment Counsel
California
$544K +$6.59K +352 +1%
WCM
492
Whitener Capital Management
North Carolina
$543K -$2.17K -116 -0.4%
MWM
493
Modera Wealth Management
New Jersey
$539K +$75 +4 +0%
LRPA
494
L. Roy Papp & Associates
Arizona
$538K -$40.4K -2,160 -7%
EW
495
Element Wealth
Mississippi
$535K -$23.8K -1,272 -4%
GWM
496
Gray Wealth Management
Maine
$529K +$1.5K +80 +0.3%
CCM
497
Crew Capital Management
Ohio
$525K -$17.4K -928 -3%
CI
498
Chartist Inc
California
$524K -$519K -12,356 -50%
KeyBank National Association
499
KeyBank National Association
Ohio
$524K +$14.1K +752 +3%
SFG
500
Synergy Financial Group
California
$519K -$972 -52 -0.2%
18 19
20
21 22