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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
1
Retirement Planning Group (Kansas)
Kansas
$95.3M
2
FFN
2
Focus Financial Network
Minnesota
$78.4M
3
GSIS
3
Global Strategic Investment Solutions
Arizona
$84.4M
4
SEI Investments
4
SEI Investments
Pennsylvania
$417M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$34.3M

Top Sellers

1
TWM
1
Triton Wealth Management
Arizona
$45.3M
2
TWP
2
Transparent Wealth Partners
Arkansas
$0
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.41B
4
TI
4
Tidal Investments
Wisconsin
$0
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
626
First Horizon Advisors
Tennessee
$299K -$32K -1,712 -10%
LWM
627
Loveless Wealth Management
Montana
$299K +$83.2K +4,444 +39%
AMM
628
American Money Management
California
$298K -$116K -6,220 -28%
WANY
629
Wealthspire Advisors (New York)
New York
$292K -$21.2K -1,132 -7%
CCG
630
Coastwise Capital Group
California
$291K +$291K +15,544 New
WP
631
WealthPLAN Partners
Nebraska
$286K -$50.3K -3,104 -15%
VHAM
632
Van Hulzen Asset Management
California
$286K – – –
WIM
633
WealthPlan Investment Management
Nebraska
$286K +$286K +17,656 New
CB
634
Commerce Bank
Missouri
$283K – – –
FWCM
635
Ferguson Wellman Capital Management
Oregon
$283K +$12.6K +672 +5%
RWM
636
Ritholtz Wealth Management
New York
$283K +$283K +15,112 New
HI
637
Hoey Investments
Pennsylvania
$281K +$165K +8,836 +143%
PA
638
Parallel Advisors
California
$280K – – –
AIM
639
Aspen Investment Management
Michigan
$280K +$149 +8 +0.1%
IC
640
IEQ Capital
California
$280K +$225 +12 +0.1%
OAM
641
Oppenheimer Asset Management
New York
$270K -$6.88K -368 -2%
DAM
642
Delta Asset Management
Tennessee
$270K – – –
HWM
643
Hohimer Wealth Management
Washington
$269K – – –
AFA
644
Atlas Financial Advisors
California
$268K -$225 -12 -0.1%
FWI
645
Facet Wealth Inc
Maryland
$262K -$75 -4 -0%
BWA
646
Beam Wealth Advisors
Louisiana
$261K +$822 +44 +0.3%
ECM
647
Exchange Capital Management
Michigan
$260K – – –
ACA
648
Aptus Capital Advisors
Alabama
$257K -$7.02K -376 -3%
TC
649
TownSquare Capital
Utah
$257K +$257K +13,732 New
ECG
650
Edge Capital Group
Georgia
$255K +$225 +12 +0.1%
24 25
26
27 28