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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 %
BF
626
BOK Financial
Oklahoma
$232K +$48.6K +3,348 +26%
AMM
627
American Money Management
California
$231K +$174 +12 +0.1%
LWM
628
Loveless Wealth Management
Montana
$230K -$1.1K -76 -0.5%
TPA
629
Trivium Point Advisory
Connecticut
$228K -$1.6M -104,564 -88%
FFS
630
Founders Financial Securities
Maryland
$228K +$228K +15,692 New
ACA
631
Aptus Capital Advisors
Alabama
$227K +$27.6K +1,908 +14%
HI
632
Hoey Investments
Pennsylvania
$226K +$8.57K +592 +4%
GG
633
Greenwood Gearhart
Arkansas
$225K +$32K +2,208 +17%
WG
634
Welch Group
Alabama
$223K -$406K -28,000 -65%
VHAM
635
Van Hulzen Asset Management
California
$222K – – –
GHAM
636
Gilman Hill Asset Management
Connecticut
$222K +$60.1K +4,148 +37%
AGA
637
Arkos Global Advisors
Texas
$220K -$57.9K -4,000 -21%
FWCM
638
Ferguson Wellman Capital Management
Oregon
$220K – – –
CB
639
Commerce Bank
Missouri
$220K – – –
RWM
640
Ritholtz Wealth Management
New York
$219K – – –
ANTB
641
AMG National Trust Bank
Colorado
$217K -$139K -8,444 -39%
AIM
642
Aspen Investment Management
Michigan
$217K +$174 +12 +0.1%
IC
643
IEQ Capital
California
$217K +$290 +20 +0.1%
RA
644
Rodgers & Associates
Pennsylvania
$211K +$17.1K +1,180 +9%
DAM
645
Delta Asset Management
Tennessee
$209K – – –
HWM
646
Hohimer Wealth Management
Washington
$209K – – –
GWANC
647
Guardian Wealth Advisors (North Carolina)
North Carolina
$209K +$149K +10,292 +248%
CRC
648
Curi RMB Capital
Illinois
$208K +$19.2K +1,320 +10%
AFA
649
Atlas Financial Advisors
California
$205K -$2.91K -200 -1%
FWI
650
Facet Wealth Inc
Maryland
$203K – – –
24 25
26
27 28