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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.

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

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$942M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$602K
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
TIM
4
Total Investment Management
Arizona
$688K
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
51
Stratos Wealth Advisors
Ohio
$25.5M +$15.2M +1,092,708 +148%
TWM
52
Triton Wealth Management
Arizona
$25.1M -$226K -15,340 -0.9%
IA
53
IFP Advisors
Florida
$24.8M +$3.15M +164,908 +15%
GAM
54
Gemmer Asset Management
California
$24.7M +$424K +30,424 +2%
VWA
55
Visionary Wealth Advisors
Illinois
$23.9M -$6.48M -464,552 -21%
KAS
56
Kestra Advisory Services
Texas
$23.9M -$1.71M -122,416 -7%
TWP
57
Transparent Wealth Partners
Arkansas
$23.4M +$3.03M +217,132 +15%
CWA
58
Cornerstone Wealth Advisors
Minnesota
$22.6M +$772K +55,332 +4%
NFG
59
Nadler Financial Group
Illinois
$22.2M +$648K +46,456 +3%
Creative Planning
60
Creative Planning
Kansas
$22M +$66.9K +4,792 +0.3%
I
61
INVST
Indiana
$22M +$417K +29,928 +2%
RWP
62
Revolve Wealth Partners
New Jersey
$21.7M +$1.82M +130,092 +9%
PMG
63
ProVise Management Group
Florida
$20.4M -$753K -53,964 -4%
MML Investors Services
64
MML Investors Services
Massachusetts
$20M +$3.26M +233,768 +19%
NCMW
65
Northern Capital Management (Washington)
Washington
$19.9M +$94.4K +6,764 +0.5%
HWM
66
HB Wealth Management
Georgia
$19.7M +$2.06M +147,304 +12%
MAG
67
Mokosak Advisory Group
Iowa
$19.2M +$9.38K +672 +0%
RRWA
68
Rainey & Randall Wealth Advisors
Florida
$18.8M +$3.94M +282,384 +26%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$18.6M -$1.52M -108,768 -8%
SDWMA
70
Schneider Downs Wealth Management Advisors
Pennsylvania
$18.4M +$711K +50,980 +4%
SAM
71
Summit Asset Management
Tennessee
$18M +$187K +13,388 +1%
PFM
72
Parsec Financial Management
North Carolina
$17.9M -$906K -64,912 -5%
MSFS
73
Main Street Financial Solutions
Pennsylvania
$17.5M +$2.85M +204,296 +19%
PWS
74
Private Wealth Strategies
Ohio
$17.5M +$437K +31,300 +3%
MFGP
75
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.8M -$273K -19,540 -2%
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