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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
$95.3M
2
FFN
Focus Financial Network
Minnesota
$78.4M
3
GSIS
Global Strategic Investment Solutions
Arizona
$84.4M
4
SEI Investments
SEI Investments
Pennsylvania
$417M
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
$0
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.41B
4
TI
Tidal Investments
Wisconsin
$0
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
526
Empirical Wealth Management
Washington
$458K +$73.3K +3,920 +19%
SIA
527
Soltis Investment Advisors
Utah
$458K +$458K +24,496 New
JPMorgan Chase & Co
528
JPMorgan Chase & Co
New York
$457K -$15.8K -844 -3%
Bank of New York Mellon
529
Bank of New York Mellon
New York
$454K -$103K -5,480 -18%
JCM
530
Jacobsen Capital Management
Utah
$446K -$18.6K -996 -4%
APW
531
Aurora Private Wealth
New Jersey
$442K -$7.87K -420 -2%
FWM
532
Fingerlakes Wealth Management
New York
$440K +$244K +13,060 +125%
HWA
533
Heritage Wealth Advisors
Virginia
$438K -$75 -4 -0%
DCM
534
Donaldson Capital Management
Indiana
$437K -$6.28K -336 -1%
AP
535
Appleton Partners
Massachusetts
$436K +$252K +13,500 +138%
SFG
536
SevenBridge Financial Group
Pennsylvania
$430K -$415K -22,228 -49%
KA
537
Klingman & Associates
New York
$430K -$17.3K -924 -4%
PIMG
538
Patriot Investment Management Group
Tennessee
$430K +$12.9K +688 +3%
TPW
539
Tiller Private Wealth
Pennsylvania
$429K +$6.74K +360 +2%
CDIA
540
Capital Directions Investment Advisors
Georgia
$427K -$22.9K -1,224 -5%
EK
541
Evensky & Katz
Florida
$427K -$972 -52 -0.2%
SA
542
SRH Advisors
Kansas
$426K – – –
GLA
543
Great Lakes Advisors
Illinois
$424K – – –
IRC
544
Investors Research Corp
Georgia
$424K +$85K +4,544 +25%
OC
545
Oppenheimer & Co
New York
$419K -$652K -34,856 -61%
OPS
546
Orion Portfolio Solutions
Nebraska
$415K -$143K -7,636 -26%
TFS
547
Thoroughbred Financial Services
Tennessee
$413K -$98.1K -5,252 -19%
CAM
548
Cubic Asset Management
Massachusetts
$408K – – –
PCM
549
Pennsylvania Capital Management
Pennsylvania
$408K – – –
CA
550
Calton & Associates
Florida
$405K -$140K -7,484 -26%
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