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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.

New
Increased
Maintained
Reduced
Closed
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
Orgel Wealth Management
Wisconsin
+$56.1M
2
GSIS
Global Strategic Investment Solutions
Arizona
+$54.6M
3
FEG
Fund Evaluation Group
Ohio
+$39.8M
4
AWM
Avior Wealth Management
Nebraska
+$38.3M
5
Morgan Stanley
Morgan Stanley
New York
+$35.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$96.3M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$78.9M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$38.6M
4
TIM
Total Investment Management
Arizona
-$20.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIS
476
Retirement Income Solutions
Michigan
$489K – – –
KA
477
Kovack Advisors
Florida
$488K +$168 +12 +0%
WA
478
Wealth Architects
California
$480K -$156K -11,176 -25%
HL
479
HeadInvest LLC
Maine
$479K +$132K +9,460 +38%
CBFP
480
Cedar Brook Financial Partners
Ohio
$478K -$45.9K -3,288 -9%
AMCA
481
Arthur M. Cohen & Associates
Illinois
$476K – – –
LAIC
482
Lederer & Associates Investment Counsel
California
$457K -$3.18K -228 -0.7%
IRC
483
Investors Research Corp
Georgia
$457K +$68K +4,872 +17%
RIM
484
Regent Investment Management
Kentucky
$453K -$558 -40 -0.1%
HWA
485
Hilltop Wealth Advisors
North Carolina
$451K +$451K +32,312 New
SWA
486
Sutton Wealth Advisors
Florida
$449K – – –
SAM
487
SignalPoint Asset Management
Missouri
$447K +$25.3K +1,812 +6%
KIA
488
KCM Investment Advisors
California
$446K -$156K -11,196 -26%
BCIM
489
Bishop & Co Investment Management
Pennsylvania
$436K -$15.2K -1,088 -3%
MC
490
Montag & Caldwell
Georgia
$435K +$6.3K +452 +1%
DWM
491
Dakota Wealth Management
Florida
$434K +$434K +31,136 New
FIM
492
Freedom Investment Management
Connecticut
$430K +$430K +30,824 New
WANY
493
Wealthspire Advisors (New York)
New York
$430K +$167 +12 +0%
USCWA
494
U.S. Capital Wealth Advisors
Texas
$427K – – –
LFS
495
Lutz Financial Services
Nebraska
$426K +$19K +1,364 +5%
WCM
496
Whitener Capital Management
North Carolina
$421K -$14K -1,004 -3%
AFS
497
Access Financial Services
Minnesota
$420K – – –
DY
498
Dowling & Yahnke
California
$419K -$6.59K -472 -2%
CIBC Private Wealth Group
499
CIBC Private Wealth Group
Georgia
$412K +$223 +16 +0.1%
FWCM
500
Ferguson Wellman Capital Management
Oregon
$412K +$201K +14,400 +95%
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