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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 %
Lido Advisors
601
Lido Advisors
California
$325K – – –
Prudential Financial
602
Prudential Financial
New Jersey
$324K +$324K +17,308 New
LF
603
Lantz Financial
Illinois
$320K -$31.4K -1,676 -9%
AIM
604
AHL Investment Management
Florida
$320K -$75 -4 -0%
AFG
605
Albion Financial Group
Utah
$318K -$322K -17,212 -50%
GKWIM
606
Gerber Kawasaki Wealth & Investment Management
California
$318K – – –
AWM
607
Abound Wealth Management
Tennessee
$318K +$8.3K +444 +3%
CS
608
Capital Square
Tennessee
$317K – – –
SFC
609
SYM Financial Corp
Indiana
$315K +$8.07K +432 +3%
RFA
610
Resurgent Financial Advisors
Georgia
$314K -$17.9K -960 -5%
SW
611
SteelPeak Wealth
California
$312K -$23.9K -1,280 -7%
PA
612
Pinnacle Associates
New York
$312K – – –
GWA
613
Geometric Wealth Advisors
District of Columbia
$312K – – –
MFG
614
Merit Financial Group
Georgia
$312K +$60.7K +3,240 +24%
KM
615
Kalos Management
Georgia
$310K -$2.92M -175,752 -90%
HI
616
Hudock Inc
Pennsylvania
$310K +$150 +8 +0%
SL
617
Savior LLC
Massachusetts
$310K +$307K +16,168 +9,624%
AW
618
ACG Wealth
Georgia
$309K – – –
MHR
619
Matthew Hamilton Rosenberg
$309K – – –
ACA
620
Ascension Capital Advisors
Texas
$308K -$56.4K -3,012 -15%
SSWM
621
Smith Salley Wealth Management
North Carolina
$305K -$299 -16 -0.1%
PS
622
Portfolio Solutions
Michigan
$304K +$299 +16 +0.1%
CPC
623
Consolidated Planning Corp
Georgia
$302K – – –
FPW
624
Flagship Private Wealth
Massachusetts
$301K -$205K -10,948 -41%
FWM
625
Finer Wealth Management
Massachusetts
$301K -$16.5K -884 -5%
23 24
25
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