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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 %
AP
501
Advisor Partners
California
$518K – – –
IWA
502
IVC Wealth Advisors
Pennsylvania
$514K +$75 +4 +0%
CWM
503
Cabot Wealth Management
Massachusetts
$513K -$8.84K -472 -2%
LFAS
504
Level Four Advisory Services
Texas
$513K – – –
BPWM
505
Badgley Phelps Wealth Managers
Washington
$511K -$3.82K -204 -0.7%
HKIMG
506
Hutchens & Kramer Investment Management Group
Indiana
$510K -$423K -22,576 -45%
AWE
507
Avidian Wealth Enterprises
Texas
$509K -$74.8K -3,996 -13%
GLA
508
Good Life Advisors
Pennsylvania
$506K -$30.4K -1,624 -6%
TF
509
Trek Financial
Arizona
$504K -$11.7K -624 -2%
AA
510
Apriem Advisors
California
$502K -$18.8K -1,004 -4%
NCM
511
Northwest Capital Management
Oregon
$492K -$14.2K -760 -3%
CWC
512
Carolinas Wealth Consulting
North Carolina
$488K -$101K -5,380 -17%
CIR
513
Clear Investment Research
Georgia
$487K +$6.65K +356 +1%
CAM
514
Cresset Asset Management
Illinois
$487K +$487K +26,040 New
TPWM
515
Twelve Points Wealth Management
Massachusetts
$486K +$486K +25,988 New
WFAG
516
Wescott Financial Advisory Group
Pennsylvania
$482K +$482K +25,756 New
TWA
517
TCI Wealth Advisors
Arizona
$477K -$12.9K -688 -3%
FRA
518
Front Row Advisors
California
$477K – – –
SOS
519
Silver Oak Securities
Tennessee
$474K +$474K +26,452 New
EVM
520
Eaton Vance Management
Massachusetts
$472K +$299K +16,000 +173%
MFG
521
Magnus Financial Group
New York
$467K -$146K -7,792 -24%
DWM
522
Destination Wealth Management
California
$462K -$24.7K -1,324 -5%
Citadel Advisors
523
Citadel Advisors
Florida
$461K +$461K +24,632 New
MWM
524
MBE Wealth Management
Wisconsin
$459K -$75 -4 -0%
DACG
525
Donor Advised Charitable Giving
California
$459K +$459K +24,536 New
19 20
21
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