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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.

New
Increased
Maintained
Reduced
Closed
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
SEI Investments
Pennsylvania
+$87.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$40.7M
3
BC
Brio Consultants
California
+$32.4M
4
MG
Mather Group
Illinois
+$25M
5
TWP
Transparent Wealth Partners
Arkansas
+$21.1M

Top Sellers

1
WA
Win Advisors
Florida
-$21.5M
2
BDWCC
B&D White Capital Company
Texas
-$17.9M
3
BPA
Beacon Pointe Advisors
California
-$17.6M
4
AG
Appleton Group
Wisconsin
-$16.8M
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAIC
476
Lederer & Associates Investment Counsel
California
$478K -$70.9K -4,892 -13%
RIM
477
Regent Investment Management
Kentucky
$471K +$9.39K +648 +2%
CI
478
Chartist Inc
California
$470K +$1.65K +44 +0.4%
BCIM
479
Bishop & Co Investment Management
Pennsylvania
$469K +$469K +32,320 New
SWA
480
Sutton Wealth Advisors
Florida
$467K – – –
SCM
481
SOL Capital Management
Maryland
$458K +$1.16K +80 +0.3%
WCM
482
Whitener Capital Management
North Carolina
$452K +$30.9K +2,132 +7%
WANY
483
Wealthspire Advisors (New York)
New York
$447K +$221K +15,208 +97%
MC
484
Montag & Caldwell
Georgia
$446K +$446K +30,736 New
USCWA
485
U.S. Capital Wealth Advisors
Texas
$443K -$65.7K -4,536 -13%
DY
486
Dowling & Yahnke
California
$442K +$17K +1,172 +4%
HFA
487
Highland Financial Advisors
New Jersey
$440K +$440K +30,328 New
SAM
488
SignalPoint Asset Management
Missouri
$438K +$11.2K +776 +3%
AFS
489
Access Financial Services
Minnesota
$436K – – –
OAJ
490
Ogorek Anthony Joseph
New York
$429K -$84.8K -5,856 -16%
CIBC Private Wealth Group
491
CIBC Private Wealth Group
Georgia
$428K +$232 +16 +0.1%
LFS
492
Lutz Financial Services
Nebraska
$423K -$12.2K -844 -3%
GM
493
GeoWealth Management
Illinois
$422K -$1.51M -104,580 -78%
CSIC
494
Clifford Swan Investment Counsel
California
$421K – – –
YIH
495
Y-Intercept (HK)
Hong Kong
$420K +$420K +29,000 New
MWM
496
Modera Wealth Management
New Jersey
$418K +$116 +8 +0%
LRPA
497
L. Roy Papp & Associates
Arizona
$417K – – –
EW
498
Element Wealth
Mississippi
$415K – – –
CWM
499
Cabot Wealth Management
Massachusetts
$413K +$15.4K +1,064 +4%
Goldman Sachs
500
Goldman Sachs
New York
$412K -$40.3K -2,780 -9%
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