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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
+$56.1M
2
GSIS
Global Strategic Investment Solutions
Arizona
+$54.6M
3
FEG
Fund Evaluation Group
Ohio
+$39.8M
4
AWM
Avior Wealth Management
Nebraska
+$38.3M
5
Morgan Stanley
Morgan Stanley
New York
+$35.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$96.3M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$78.9M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$38.6M
4
TIM
Total Investment Management
Arizona
-$20.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
701
Disciplined Investments
Oklahoma
$55K +$56 +4 +0.1%
LWANC
702
Laurel Wealth Advisors (North Carolina)
North Carolina
$49K +$5.04K +360 +11%
MAWCM
703
Mine & Arao Wealth Creation & Management
California
$47K – – –
CTB
704
Country Trust Bank
Illinois
$45K – – –
BFPW
705
BOK Financial Private Wealth
Colorado
$45K – – –
BSB
706
Bangor Savings Bank
Maine
$45K – – –
BCMLT
707
Beacon Capital Management LLC (Tennessee)
Tennessee
$44K – – –
BWA
708
BDO Wealth Advisors
Florida
$44K +$33.3K +2,400 +311%
AIP
709
Ameritas Investment Partners
Nebraska
$43K – – –
SCA
710
Stonebridge Capital Advisors
Minnesota
$43K +$33.9K +2,428 +372%
SMA
711
Sage Mountain Advisors
Georgia
$42K +$55 +4 +0.1%
JHCP
712
Jackson Hole Capital Partners
Oklahoma
$40K – – –
BCM
713
Blume Capital Management
California
$39K – – –
WWM
714
Wolff Wiese Magana
California
$39K +$902 +64 +2%
VWM
715
Valley Wealth Managers
New Jersey
$38K – – –
ACA
716
Atlas Capital Advisors
Wyoming
$37.2K – – –
CCA
717
Column Capital Advisors
Indiana
$37K +$4.52K +320 +14%
OSAM
718
O'Shaughnessy Asset Management
Connecticut
$37K +$37K +2,684 New
MFA
719
Morling Financial Advisors
California
$35K – – –
HWMA
720
Heritage Wealth Management (Arizona)
Arizona
$34K +$34K +2,460 New
KA
721
Kozak & Associates
Colorado
$31K – – –
EWM
722
EPG Wealth Management
Georgia
$31K +$31K +2,256 New
WT
723
Washington Trust
Rhode Island
$30K -$1.98K -140 -6%
CHC
724
City Holding Co
West Virginia
$30K – – –
CAAS
725
Capital Asset Advisory Services
Michigan
$30K +$28K +2,016 +1,400%
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29
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