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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 %
WTC
726
WhitTier Trust Company
Nevada
$28K – – –
TCWA
727
Ten Capital Wealth Advisors
Washington
$28K – – –
BTI
728
Blue Trust Inc
Georgia
$27K +$27K +1,440 New
GIA
729
Goodwin Investment Advisory
Georgia
$26.9K – – –
TAIM
730
TD Ameritrade Investment Management
Nebraska
$25K -$104K -7,204 -81%
HWM
731
HighMark Wealth Management
Minnesota
$25K – – –
FPB
732
First PREMIER Bank
South Dakota
$23K – – –
CAL
733
Capital Analysts LLC
Pennsylvania
$22K -$1.21K -84 -5%
WT
734
Whittier Trust
California
$20K -$16K -1,120 -44%
FCB
735
First Command Bank
Texas
$20K – – –
FCFS
736
First Command Financial Services
Texas
$20K – – –
FCMT
737
Founders Capital Management (Texas)
Texas
$20K +$10K +696 +101%
JFA
738
JNBA Financial Advisors
Minnesota
$17K – – –
CYG
739
Clean Yield Group
Vermont
$15K – – –
BWM
740
Baystate Wealth Management
Massachusetts
$15K – – –
GWSG
741
GPS Wealth Strategies Group
Colorado
$14K – – –
FFA
742
Fairfield Financial Advisors
Massachusetts
$13.4K +$58 +4 +0.4%
SSB
743
Sandy Spring Bank
Maryland
$13K – – –
TFGT
744
TS Financial Group (TSFG)
Illinois
$13K – – –
OIA
745
Optimum Investment Advisors
Illinois
$13K +$60 +4 +0.5%
MBFW
746
Morton Brown Family Wealth
Pennsylvania
$13K +$13K +872 New
SIC
747
Salem Investment Counselors
North Carolina
$12K – – –
CFN
748
Cordasco Financial Network
Florida
$12K – – –
FWA
749
FSC Wealth Advisors
New York
$12K – – –
C
750
Covestor
United Kingdom
$11K -$6.12K -432 -36%
28 29
30
31 32