SCHG icon

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 %
DWM
501
Destination Wealth Management
California
$412K +$53.4K +3,680 +15%
BB
502
Bell Bank
North Dakota
$412K +$412K +28,412 New
GWM
503
Gray Wealth Management
Maine
$410K – – –
CCM
504
Crew Capital Management
Ohio
$407K – – –
IRC
505
Investors Research Corp
Georgia
$404K +$75.3K +5,192 +23%
AP
506
Advisor Partners
California
$401K – – –
LFAS
507
Level Four Advisory Services
Texas
$397K – – –
ABC
508
Associated Banc-Corp
Wisconsin
$394K -$244K -16,824 -38%
SFG
509
Synergy Financial Group
California
$394K -$8.35K -576 -2%
AWE
510
Avidian Wealth Enterprises
Texas
$394K -$58 -4 -0%
SOS
511
Silver Oak Securities
Tennessee
$393K -$16.5K -1,068 -4%
BPWM
512
Badgley Phelps Wealth Managers
Washington
$390K -$5.79K -400 -1%
TF
513
Trek Financial
Arizona
$390K – – –
KeyBank National Association
514
KeyBank National Association
Ohio
$383K -$23.2K -1,600 -6%
NCM
515
Northwest Capital Management
Oregon
$382K +$522 +36 +0.1%
CWC
516
Carolinas Wealth Consulting
North Carolina
$378K – – –
CIR
517
Clear Investment Research
Georgia
$378K +$58 +4 +0%
TPWM
518
Twelve Points Wealth Management
Massachusetts
$377K – – –
HKIMG
519
Hutchens & Kramer Investment Management Group
Indiana
$375K -$24K -1,636 -6%
IWA
520
IVC Wealth Advisors
Pennsylvania
$375K -$23K -1,584 -6%
NA
521
NewEdge Advisors
Louisiana
$374K -$261K -18,040 -41%
SFG
522
SevenBridge Financial Group
Pennsylvania
$374K +$40.1K +2,764 +12%
WFAG
523
Wescott Financial Advisory Group
Pennsylvania
$373K +$58 +4 +0%
SFWA
524
Summit Financial Wealth Advisors
Louisiana
$372K +$58.8K +3,800 +19%
FRA
525
Front Row Advisors
California
$370K – – –
19 20
21
22 23