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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$942M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$602K
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
TIM
Total Investment Management
Arizona
$688K
5
CCMG
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
726
Householder Group Estate & Retirement Specialist
Arizona
$30K +$30K +2,176 New
MWC
727
MBM Wealth Consultants
Missouri
$29K – – –
BAM
728
Bellevue Asset Management
Washington
$28K – – –
WTC
729
WhitTier Trust Company
Nevada
$27K – – –
TCWA
730
Ten Capital Wealth Advisors
Washington
$27K – – –
HWM
731
HighMark Wealth Management
Minnesota
$25K +$1.44K +104 +6%
WPA
732
West Paces Advisors
Georgia
$24.4K +$24.4K +1,748 New
RDFA
733
Ritter Daniher Financial Advisory
Ohio
$24K -$7.1K -504 -23%
TAIM
734
TD Ameritrade Investment Management
Nebraska
$24K – – –
First Manhattan
735
First Manhattan
New York
$22K +$22K +1,648 New
CAL
736
Capital Analysts LLC
Pennsylvania
$21K – – –
FCFS
737
First Command Financial Services
Texas
$20K – – –
FCB
738
First Command Bank
Texas
$20K – – –
WA
739
Win Advisors
Florida
$19K -$42K -3,016 -69%
FCMT
740
Founders Capital Management (Texas)
Texas
$19K – – –
JFA
741
JNBA Financial Advisors
Minnesota
$17K – – –
CYG
742
Clean Yield Group
Vermont
$14K – – –
BWM
743
Baystate Wealth Management
Massachusetts
$14K – – –
PFM
744
Phillips Financial Management
Indiana
$14K +$14K +1,016 New
GWSG
745
GPS Wealth Strategies Group
Colorado
$13K +$54 +4 +0.4%
C
746
Covestor
United Kingdom
$13K +$1.99K +140 +18%
FFA
747
Fairfield Financial Advisors
Massachusetts
$12.9K – – –
OIA
748
Optimum Investment Advisors
Illinois
$12K – – –
SSB
749
Sandy Spring Bank
Maryland
$12K – – –
MBFW
750
Morton Brown Family Wealth
Pennsylvania
$12K – – –
28 29
30
31 32