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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 %
HL
576
HeadInvest LLC
Maine
$374K +$168K +8,960 +81%
AWA
577
Arkadios Wealth Advisors
Georgia
$372K -$56.9K -3,040 -13%
MWM
578
Mission Wealth Management
California
$371K – – –
ICG
579
InterOcean Capital Group
Tennessee
$370K -$75 -4 -0%
DWT
580
Dorsey & Whitney Trust
South Dakota
$369K -$101K -5,400 -21%
BDFN
581
Bond & Devick Financial Network
Minnesota
$369K -$101K -5,400 -21%
AWC
582
Adamsbrown Wealth Consultants
Kansas
$368K +$44.6K +2,384 +14%
1832 Asset Management
583
1832 Asset Management
Ontario, Canada
$365K – – –
BRWM
584
B. Riley Wealth Management
Tennessee
$363K +$363K +19,388 New
PAM
585
Private Asset Management
California
$361K – – –
SHJ
586
Sharkey, Howes & Javer
Colorado
$361K – – –
AGA
587
Arkos Global Advisors
Texas
$359K -$30.7K -1,640 -8%
GCM
588
G2 Capital Management
Ohio
$357K – – –
CPSAC
589
Chas P. Smith & Associates (CPS)
Florida
$356K – – –
OWP
590
Obermeyer Wealth Partners
Colorado
$355K – – –
BAWC
591
Boyce & Associates Wealth Consulting
Texas
$350K +$350K +18,696 New
BI
592
Berkeley Inc
Idaho
$346K -$63.7K -3,408 -16%
MI
593
Moneywise Inc
Virginia
$345K -$44.3K -2,364 -11%
RC
594
Roundview Capital
New Jersey
$336K – – –
Fifth Third Bancorp
595
Fifth Third Bancorp
Ohio
$331K +$39.7K +2,120 +14%
PC
596
Permanens Capital
New York
$329K +$329K +17,600 New
CAI
597
Capital Advisors Inc
Oklahoma
$328K -$78.8K -4,208 -19%
SC
598
Scotia Capital
Ontario, Canada
$328K +$225 +12 +0.1%
GSWM
599
Golden State Wealth Management
California
$328K +$73.9K +3,952 +29%
PCA
600
Personal Capital Advisors
California
$325K -$983K -52,576 -75%
22 23
24
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