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 %
GWM
551
GDS Wealth Management
Texas
$322K +$322K +22,228 New
SS
552
Simplicity Solutions
Minnesota
$320K -$348K -24,008 -52%
GC
553
Gratus Capital
Georgia
$319K -$209K -14,456 -40%
CS
554
Capital Square
Tennessee
$318K +$72.2K +4,980 +29%
CAM
555
Cubic Asset Management
Massachusetts
$316K – – –
PCM
556
Pennsylvania Capital Management
Pennsylvania
$314K -$2.79K -192 -0.9%
HC
557
Hamilton Capital
Ohio
$314K – – –
RMA
558
Roffman Miller Associates
Pennsylvania
$314K +$4.17K +288 +1%
AWC
559
Adamsbrown Wealth Consultants
Kansas
$312K +$26.6K +1,836 +9%
MAC
560
Mason & Associates (California)
California
$309K -$1.35M -93,468 -81%
BFG
561
Beacon Financial Group
Texas
$309K – – –
FHA
562
Flagship Harbor Advisors
Massachusetts
$308K +$348 +24 +0.1%
OPS
563
Orion Portfolio Solutions
Nebraska
$306K -$15.4K -1,060 -5%
PFP
564
Pinnacle Financial Partners
Tennessee
$306K – – –
DACG
565
Donor Advised Charitable Giving
California
$305K -$50.6K -3,492 -14%
RWM
566
RBA Wealth Management
California
$305K -$1.8K -124 -0.6%
ICG
567
InterOcean Capital Group
Tennessee
$305K +$18.7K +1,292 +7%
AWM
568
Aspire Wealth Management
Massachusetts
$304K – – –
NG
569
NWK Group
California
$302K – – –
AWA
570
Acorn Wealth Advisors
Michigan
$302K +$3.83K +264 +1%
ZIM
571
Zacks Investment Management
Illinois
$299K +$116 +8 +0%
TP
572
Tranquility Partners
Tennessee
$297K -$334K -23,040 -53%
IIC
573
Integrated Investment Consultants
Michigan
$296K – – –
CCP
574
Corient Capital Partners
California
$288K -$14.3K -984 -5%
MWM
575
Mission Wealth Management
California
$288K – – –
21 22
23
24 25