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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 %
WP
501
WealthSource Partners
California
$411K +$67.3K +4,820 +20%
MA
502
MONECO Advisors
Connecticut
$405K -$74.6K -5,348 -16%
CSIC
503
Clifford Swan Investment Counsel
California
$404K -$1.68K -120 -0.4%
MWM
504
Modera Wealth Management
New Jersey
$402K +$167 +12 +0%
LRPA
505
L. Roy Papp & Associates
Arizona
$401K – – –
GWM
506
Gray Wealth Management
Maine
$400K +$5.31K +380 +1%
EW
507
Element Wealth
Mississippi
$399K – – –
OAJ
508
Ogorek Anthony Joseph
New York
$397K -$16.5K -1,180 -4%
SFWA
509
Summit Financial Wealth Advisors
Louisiana
$396K +$51.4K +3,580 +15%
CWM
510
Cabot Wealth Management
Massachusetts
$395K -$2.4K -172 -0.6%
WIM
511
WealthPlan Investment Management
Nebraska
$394K +$394K +27,252 New
CCM
512
Crew Capital Management
Ohio
$392K – – –
VAS
513
Valicenti Advisory Services
New York
$386K -$143K -10,240 -27%
API
514
Advisor Partners II
California
$386K +$386K +27,680 New
LFAS
515
Level Four Advisory Services
Texas
$382K – – –
AWE
516
Avidian Wealth Enterprises
Texas
$382K +$2.18K +156 +0.6%
WFAG
517
Wescott Financial Advisory Group
Pennsylvania
$381K +$21.2K +1,516 +6%
ABC
518
Associated Banc-Corp
Wisconsin
$379K – – –
WPW
519
Warther Private Wealth
Ohio
$376K -$117K -8,356 -24%
BPWM
520
Badgley Phelps Wealth Managers
Washington
$376K – – –
SFG
521
Synergy Financial Group
California
$375K -$4.52K -324 -1%
CB
522
Commerce Bank
Missouri
$370K +$159K +11,380 +75%
TWA
523
TCI Wealth Advisors
Arizona
$369K +$15K +1,076 +4%
KeyBank National Association
524
KeyBank National Association
Ohio
$368K – – –
NCM
525
Northwest Capital Management
Oregon
$368K +$502 +36 +0.1%
19 20
21
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