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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
$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 %
FMII
701
Farmers & Merchants Investments Inc
Nebraska
$51K +$51K +3,488 New
VVP
702
Venture Visionary Partners
Ohio
$49.9K +$49.9K +3,440 New
MAWCM
703
Mine & Arao Wealth Creation & Management
California
$49K +$58 +4 +0.1%
BSB
704
Bangor Savings Bank
Maine
$47K +$47K +3,232 New
BFPW
705
BOK Financial Private Wealth
Colorado
$47K +$47K +3,244 New
CTB
706
Country Trust Bank
Illinois
$46K – – –
LWANC
707
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K +$9.67K +660 +27%
AIP
708
Ameritas Investment Partners
Nebraska
$45K – – –
SMA
709
Sage Mountain Advisors
Georgia
$44K – – –
JHCP
710
Jackson Hole Capital Partners
Oklahoma
$42K +$42K +2,880 New
BCM
711
Blume Capital Management
California
$41K -$11.7K -800 -22%
WWM
712
Wolff Wiese Magana
California
$39K – – –
VWM
713
Valley Wealth Managers
New Jersey
$39K +$39K +2,704 New
ACA
714
Atlas Capital Advisors
Wyoming
$38.6K – – –
MFA
715
Morling Financial Advisors
California
$36K – – –
CA
716
Clearstead Advisors
Ohio
$36K +$58 +4 +0.2%
National Bank of Canada
717
National Bank of Canada
Quebec, Canada
$35K -$3.91K -272 -10%
WT
718
Washington Trust
Rhode Island
$33K – – –
CCA
719
Column Capital Advisors
Indiana
$33K +$57 +4 +0.2%
KA
720
Kozak & Associates
Colorado
$33K +$16.4K +1,124 +99%
RDFA
721
Ritter Daniher Financial Advisory
Ohio
$32K -$2.9K -200 -8%
CHC
722
City Holding Co
West Virginia
$31K – – –
HFS
723
Heritage Financial Services
Massachusetts
$30K +$30K +2,120 New
MWC
724
MBM Wealth Consultants
Missouri
$29K -$7.65K -536 -21%
BAM
725
Bellevue Asset Management
Washington
$29K – – –
27 28
29
30 31