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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 %
SWM
576
Spire Wealth Management
Virginia
$286K -$181K -12,484 -39%
1832 Asset Management
577
1832 Asset Management
Ontario, Canada
$286K – – –
DWT
578
Dorsey & Whitney Trust
South Dakota
$286K – – –
BDFN
579
Bond & Devick Financial Network
Minnesota
$286K – – –
SCA
580
Strategic Capital Advisers
Colorado
$285K -$25K -1,724 -8%
PGAM
581
Princeton Global Asset Management
New Jersey
$284K -$29.2K -2,016 -9%
GLA
582
Good Life Advisors
Pennsylvania
$280K -$112K -7,720 -29%
RFC
583
Regions Financial Corp
Alabama
$280K -$17.4K -1,200 -6%
SHJ
584
Sharkey, Howes & Javer
Colorado
$280K – – –
PAM
585
Private Asset Management
California
$280K – – –
PA
586
Parallel Advisors
California
$279K +$65.1K +4,484 +30%
FHA
587
First Horizon Advisors
Tennessee
$278K +$46.8K +3,232 +20%
AWM
588
Abound Wealth Management
Tennessee
$278K +$31.5K +2,172 +13%
WWM
589
WT Wealth Management
Arizona
$276K -$179K -12,348 -39%
CPSAC
590
Chas P. Smith & Associates (CPS)
Florida
$276K – – –
GCM
591
G2 Capital Management
Ohio
$276K – – –
OWP
592
Obermeyer Wealth Partners
Colorado
$275K – – –
BAWC
593
Boyce & Associates Wealth Consulting
Texas
$271K +$290 +20 +0.1%
MI
594
Moneywise Inc
Virginia
$267K +$174 +12 +0.1%
KM
595
Kalos Management
Georgia
$264K -$27.2K -1,744 -9%
NP
596
NorthRock Partners
Minnesota
$262K -$39.8K -2,744 -13%
RC
597
Roundview Capital
New Jersey
$260K – – –
OFG
598
Omega Financial Group
California
$255K -$40.7K -2,804 -14%
PC
599
Permanens Capital
New York
$255K – – –
Fifth Third Bancorp
600
Fifth Third Bancorp
Ohio
$254K -$2.32K -160 -0.9%
22 23
24
25 26