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
$411M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$94.1M
3
BC
Brio Consultants
California
$32.7M
4
MG
Mather Group
Illinois
$421M
5
TWP
Transparent Wealth Partners
Arkansas
$21.1M

Top Sellers

1
WA
Win Advisors
Florida
$64K
2
BDWCC
B&D White Capital Company
Texas
$1.86M
3
BPA
Beacon Pointe Advisors
California
$21.2M
4
AG
Appleton Group
Wisconsin
$774K
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
676
Founders Financial Alliance
North Carolina
$116K +$116K +7,972 New
PB
677
Pinnacle Bancorp
Nebraska
$115K -$7.54K -520 -6%
SFC
678
SYM Financial Corp
Indiana
$113K -$132K -9,092 -54%
FF
679
FourThought Financial
Florida
$113K – – –
GT
680
Glenmede Trust
Pennsylvania
$111K – – –
EWM
681
Endurance Wealth Management
Rhode Island
$104K -$10.2K -704 -9%
CWM
682
Curi Wealth Management
North Carolina
$99K – – –
HFA
683
HC Financial Advisors
California
$96K +$96K +6,600 New
PAI
684
Pittenger & Anderson Inc
Nebraska
$93K -$39.2K -2,700 -30%
GI
685
Gradient Investments
Minnesota
$86K – – –
PK
686
Pflug Koory
Nebraska
$79K – – –
AIP
687
Ahrens Investment Partners
Louisiana
$78K -$15.9K -1,096 -17%
HBW
688
Hazlett, Burt & Watson
West Virginia
$76K +$63.9K +4,436 +526%
Simplex Trading
689
Simplex Trading
Illinois
$76K +$75.5K +5,224 +16,325%
FBT
690
First Bank & Trust
South Dakota
$72K – – –
BlackRock
691
BlackRock
New York
$71K -$2.09K -144 -3%
LFG
692
Larson Financial Group
Missouri
$65K -$3.08K -212 -5%
WA
693
Win Advisors
Florida
$64K -$21.5M -1,470,364 -100%
AIA
694
Armor Investment Advisors
North Carolina
$63K – – –
PCA
695
Providence Capital Advisors
North Carolina
$62K -$37.3K -2,564 -38%
LWP
696
Laurel Wealth Planning
Minnesota
$58K -$7.31K -500 -11%
AW
697
Avion Wealth
Texas
$58K +$58K +4,000 New
TCM
698
Tradewinds Capital Management
Washington
$57K -$50.2K -3,480 -47%
DI
699
Disciplined Investments
Oklahoma
$57K +$58 +4 +0.1%
BCMLT
700
Beacon Capital Management LLC (Tennessee)
Tennessee
$56K – – –
26 27
28
29 30