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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.

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
1
SEI Investments
Pennsylvania
$411M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$94.1M
3
BC
3
Brio Consultants
California
$32.7M
4
MG
4
Mather Group
Illinois
$421M
5
TWP
5
Transparent Wealth Partners
Arkansas
$21.1M

Top Sellers

1
WA
1
Win Advisors
Florida
$64K
2
BDWCC
2
B&D White Capital Company
Texas
$1.86M
3
BPA
3
Beacon Pointe Advisors
California
$21.2M
4
AG
4
Appleton Group
Wisconsin
$774K
5
EFSCE
5
Enterprise Financial Services Corp (EFSC)
Missouri
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
51
Gemmer Asset Management
California
$25.2M 1,736,744 -191,548 -10%
Wells Fargo
52
Wells Fargo
California
$24.8M 1,712,332 +152,192 +10%
PCIA
53
Prime Capital Investment Advisors
Kansas
$22.9M 1,580,928 +1,390,152 +729%
Creative Planning
54
Creative Planning
Kansas
$22.8M 1,573,160 +79,652 +5%
CWA
55
Cornerstone Wealth Advisors
Minnesota
$22.7M 1,565,840 +86,308 +6%
NFG
56
Nadler Financial Group
Illinois
$22.4M 1,542,756 +133,028 +9%
PMG
57
ProVise Management Group
Florida
$22M 1,514,808 -29,480 -2%
TIM
58
Total Investment Management
Arizona
$21.8M 1,504,260 +197,464 +15%
IA
59
IFP Advisors
Florida
$21.7M 1,135,924 – –
BPA
60
Beacon Pointe Advisors
California
$21.2M 1,465,472 -1,212,032 -45%
TWP
61
Transparent Wealth Partners
Arkansas
$21.1M 1,457,548 +1,457,548 New
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$20.9M 1,439,704 -202,516 -12%
RWP
63
Revolve Wealth Partners
New Jersey
$20.7M 1,426,980 +110,440 +8%
NCMW
64
Northern Capital Management (Washington)
Washington
$20.6M 1,422,544 +96,396 +7%
MAG
65
Mokosak Advisory Group
Iowa
$19.9M 1,372,812 -853,736 -38%
PFM
66
Parsec Financial Management
North Carolina
$19.5M 1,347,484 -56,236 -4%
JWM
67
Janiczek Wealth Management
Colorado
$18.8M 1,146,480 -64,532 -5%
SAM
68
Summit Asset Management
Tennessee
$18.5M 1,273,596 -54,388 -4%
SDWMA
69
Schneider Downs Wealth Management Advisors
Pennsylvania
$18.4M 1,270,428 -42,848 -3%
HWM
70
HB Wealth Management
Georgia
$18.3M 1,261,400 +6,416 +0.5%
PAG
71
Private Advisor Group
New Jersey
$17.9M 1,237,812 -378,864 -23%
MFGP
72
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.8M 1,226,440 -15,104 -1%
PWS
73
Private Wealth Strategies
Ohio
$17.7M 1,219,684 +25,484 +2%
MML Investors Services
74
MML Investors Services
Massachusetts
$17.4M 1,201,616 +427,876 +55%
GIA
75
GHP Investment Advisors
Colorado
$16.5M 1,139,004 +64,628 +6%
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