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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 %
ANTB
551
AMG National Trust Bank
Colorado
$405K -$75 -4 -0%
HC
552
Hamilton Capital
Ohio
$405K – – –
PGAM
553
Princeton Global Asset Management
New Jersey
$404K -$127K -6,796 -24%
AAS
554
Annex Advisory Services
Wisconsin
$404K -$150 -8 -0%
AA
555
Argent Advisors
Louisiana
$401K +$401K +21,456 New
RMA
556
Roffman Miller Associates
Pennsylvania
$400K – – –
SCA
557
Strategic Capital Advisers
Colorado
$400K +$1.05K +56 +0.3%
FHA
558
Flagship Harbor Advisors
Massachusetts
$397K +$449 +24 +0.1%
RWM
559
RBA Wealth Management
California
$396K +$3.89K +208 +1%
PFP
560
Pinnacle Financial Partners
Tennessee
$395K +$40.3K +2,152 +11%
AWM
561
Aspire Wealth Management
Massachusetts
$393K +$9.74K +520 +3%
BC
562
Brio Consultants
California
$392K +$129K +6,868 +49%
NG
563
NWK Group
California
$390K – – –
CCP
564
Corient Capital Partners
California
$390K +$749 +40 +0.2%
NP
565
NorthRock Partners
Minnesota
$389K -$201K -10,772 -34%
BFG
566
Beacon Financial Group
Texas
$388K +$388K +20,472 New
ZIM
567
Zacks Investment Management
Illinois
$386K +$40K +2,140 +12%
AWA
568
Acorn Wealth Advisors
Michigan
$384K -$16.1K -860 -4%
RFC
569
Regions Financial Corp
Alabama
$384K – – –
IIC
570
Integrated Investment Consultants
Michigan
$382K -$82.4K -4,400 -18%
KWM
571
Keebeck Wealth Management
Illinois
$381K -$109K -5,832 -22%
OFG
572
Omega Financial Group
California
$381K -$50.3K -2,688 -12%
AWM
573
Aries Wealth Management
Maine
$381K +$381K +20,360 New
FTUS
574
Flow Traders U.S.
New York
$379K -$2.22M -118,804 -85%
SFWA
575
Summit Financial Wealth Advisors
Louisiana
$378K +$51.3K +2,744 +16%
21 22
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