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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 %
TWA
526
TCI Wealth Advisors
Arizona
$367K -$2.38K -164 -0.6%
CFO
527
Collective Family Office
Pennsylvania
$365K -$151K -10,396 -29%
HL
528
HeadInvest LLC
Maine
$360K +$70.4K +4,860 +24%
PAMG
529
Patton Albertson Miller Group
Tennessee
$359K -$362K -24,960 -50%
AA
530
Apriem Advisors
California
$359K -$29.9K -2,060 -8%
WP
531
WealthSource Partners
California
$357K -$590K -40,660 -62%
MWM
532
MBE Wealth Management
Wisconsin
$356K +$58 +4 +0%
DADC
533
D.A. Davidson & Co
Montana
$354K +$354K +24,412 New
SIA
534
Soltis Investment Advisors
Utah
$348K -$7.19K -496 -2%
Bank of New York Mellon
535
Bank of New York Mellon
New York
$348K -$3.42K -236 -1%
OWM
536
Orgel Wealth Management
Wisconsin
$342K +$342K +23,572 New
HWA
537
Heritage Wealth Advisors
Virginia
$339K – – –
DCM
538
Donaldson Capital Management
Indiana
$339K – – –
CAI
539
Capital Advisors Inc
Oklahoma
$335K +$81.1K +5,600 +32%
KA
540
Klingman & Associates
New York
$333K – – –
MFG
541
Merit Financial Group
Georgia
$333K +$91.4K +6,308 +38%
PIMG
542
Patriot Investment Management Group
Tennessee
$332K -$1.51K -104 -0.5%
TPW
543
Tiller Private Wealth
Pennsylvania
$332K – – –
CIA
544
Capital Investment Advisors
Georgia
$331K -$268K -18,532 -45%
EK
545
Evensky & Katz
Florida
$331K – – –
CDIA
546
Capital Directions Investment Advisors
Georgia
$331K – – –
SA
547
SRH Advisors
Kansas
$330K – – –
GLA
548
Great Lakes Advisors
Illinois
$328K – – –
OC
549
Oppenheimer & Co
New York
$325K – – –
APW
550
Aurora Private Wealth
New Jersey
$324K -$17.8K -1,232 -5%
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