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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

789 hedge funds and large institutions have $7.28B invested in Schwab US Large-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 360 increasing their positions, 235 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
–
Holders Change %
0%
% of All Funds
13.64%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.95%
New
58
Increased
360
Reduced
235
Closed
45
Calls
$3.13M
Puts
$718K
Net Calls
+$2.42M
Net Calls Change
-$356K

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
$56.5M
2
GSIS
Global Strategic Investment Solutions
Arizona
$115M
3
FEG
Fund Evaluation Group
Ohio
$174M
4
AWM
Avior Wealth Management
Nebraska
$39.1M
5
Morgan Stanley
Morgan Stanley
New York
$88.6M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$942M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$602K
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
TIM
Total Investment Management
Arizona
$688K
5
CCMG
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
676
SYM Financial Corp
Indiana
$113K +$4.58K +328 +4%
TF
677
TimeScale Financial
Massachusetts
$112K – – –
AIA
678
Armor Investment Advisors
North Carolina
$110K +$49.4K +3,556 +82%
PB
679
Pinnacle Bancorp
Nebraska
$109K -$1.9K -136 -2%
FF
680
FourThought Financial
Florida
$108K – – –
GT
681
Glenmede Trust
Pennsylvania
$107K – – –
EWM
682
Endurance Wealth Management
Rhode Island
$100K – – –
CG
683
Cutler Group
California
$100K +$99.9K +7,196 +179,900%
BTI
684
Blue Trust Inc
Georgia
$91K +$70.1K +4,832 +336%
Simplex Trading
685
Simplex Trading
Illinois
$88K +$15.1K +1,092 +21%
CA
686
Clearstead Advisors
Ohio
$87K +$52.3K +3,760 +151%
GI
687
Gradient Investments
Minnesota
$82K – – –
PK
688
Pflug Koory
Nebraska
$76K – – –
JFGIW
689
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73K -$50.1K -3,456 -41%
HBW
690
Hazlett, Burt & Watson
West Virginia
$73K +$55 +4 +0.1%
EA
691
Evolution Advisers
Virginia
$69K -$98.7K -7,120 -59%
BlackRock
692
BlackRock
New York
$68K -$390 -28 -0.6%
PA
693
PSI Advisors
Florida
$65K -$54.1K -3,856 -45%
AW
694
Avion Wealth
Texas
$62K +$6.3K +452 +11%
LFG
695
Larson Financial Group
Missouri
$59K -$3.94K -280 -6%
PCA
696
Providence Capital Advisors
North Carolina
$59K – – –
National Bank of Canada
697
National Bank of Canada
Quebec, Canada
$58K +$24.2K +1,740 +72%
TCM
698
TD Capital Management
Tennessee
$57K +$57K +4,068 New
TCM
699
Tradewinds Capital Management
Washington
$55K – – –
LWP
700
Laurel Wealth Planning
Minnesota
$55K – – –
26 27
28
29 30