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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 %
ECM
651
Exchange Capital Management
Michigan
$202K – – –
SHA
652
Seneca House Advisors
Virginia
$202K +$5.91K +408 +3%
WW
653
Waterfront Wealth
Kansas
$201K +$201K +13,840 New
RPSA
654
Richard P. Slaughter Associates
Texas
$201K +$201K +13,872 New
IF
655
Integrity Financial
Wyoming
$191K +$32.9K +2,272 +21%
SWA
656
SOA Wealth Advisors
New York
$180K +$34.7K +2,404 +24%
EA
657
Evolution Advisers
Virginia
$177K +$47.6K +3,252 +37%
CTC
658
Central Trust Company
Missouri
$172K +$46.4K +3,204 +37%
GWS
659
Glassman Wealth Services
Virginia
$171K – – –
CFO
660
CVA Family Office
Colorado
$168K +$58 +4 +0%
SL
661
Savior LLC
Massachusetts
$166K -$70.2K -4,856 -30%
CPA
662
Cardiff Park Advisors
California
$164K +$232 +16 +0.1%
EWM
663
Evermay Wealth Management
Virginia
$163K – – –
AF
664
Allworth Financial
California
$152K -$33K -2,280 -18%
AIM
665
Anchor Investment Management
South Carolina
$152K – – –
CWP
666
Concord Wealth Partners
Virginia
$151K +$33.4K +2,300 +28%
CFB
667
Cullen/Frost Bankers
Texas
$149K +$58 +4 +0%
RG
668
Retirement Group
California
$142K -$23.2K -1,596 -14%
JIR
669
James Investment Research
Ohio
$139K +$123K +8,532 +787%
Bessemer Group
670
Bessemer Group
New Jersey
$126K – – –
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$124K +$45.6K +3,140 +58%
PA
672
PSI Advisors
Florida
$123K -$66.5K -4,592 -35%
JFGIW
673
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$123K – – –
Qube Research & Technologies (QRT)
674
Qube Research & Technologies (QRT)
United Kingdom
$118K +$118K +8,168 New
TF
675
TimeScale Financial
Massachusetts
$116K – – –
25 26
27
28 29