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 %
BBA
601
BLB&B Advisors
Pennsylvania
$253K +$83.7K +5,780 +49%
Lido Advisors
602
Lido Advisors
California
$252K – – –
FCA
603
FinTrust Capital Advisors
South Carolina
$250K -$303K -19,456 -55%
TFS
604
Thoroughbred Financial Services
Tennessee
$250K -$70.3K -4,856 -22%
LF
605
Lantz Financial
Illinois
$248K – – –
AIM
606
AHL Investment Management
Florida
$248K – – –
SFG
607
Sunburst Financial Group
Alabama
$248K +$248K +17,096 New
GKWIM
608
Gerber Kawasaki Wealth & Investment Management
California
$247K +$348 +24 +0.1%
AAS
609
Annex Advisory Services
Wisconsin
$245K -$67.8K -4,676 -22%
SW
610
SteelPeak Wealth
California
$244K +$2.38K +164 +1%
AFG
611
Albion Financial Group
Utah
$243K -$3.77K -260 -2%
GWA
612
Geometric Wealth Advisors
District of Columbia
$242K – – –
CPFP
613
Clear Perspectives Financial Planning
Ohio
$240K -$509K -35,124 -68%
AP
614
Appleton Partners
Massachusetts
$240K -$97.8K -6,748 -29%
HI
615
Hudock Inc
Pennsylvania
$240K +$116 +8 +0%
AW
616
ACG Wealth
Georgia
$239K – – –
ACA
617
Ascension Capital Advisors
Texas
$239K +$464 +32 +0.2%
CCG
618
Coastwise Capital Group
California
$238K +$13K +896 +6%
SSWM
619
Smith Salley Wealth Management
North Carolina
$236K – – –
PS
620
Portfolio Solutions
Michigan
$236K +$290 +20 +0.1%
FWM
621
Finer Wealth Management
Massachusetts
$235K +$1.28K +88 +0.5%
BI
622
Berkeley Inc
Idaho
$234K -$33.6K -2,320 -13%
CPC
623
Consolidated Planning Corp
Georgia
$234K – – –
FPW
624
Flagship Private Wealth
Massachusetts
$233K – – –
Citigroup
625
Citigroup
New York
$233K +$220K +15,204 +1,689%
23 24
25
26 27