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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 %
HIA
751
Harbor Investment Advisory
Maryland
$11K – – –
BWA
752
BDO Wealth Advisors
Florida
$11K – – –
SCA
753
Stonebridge Capital Advisors
Minnesota
$9K – – –
AWM
754
Aberdeen Wealth Management
Illinois
$9K – – –
AWM
755
Accel Wealth Management
Iowa
$7K – – –
M1FG
756
Mach-1 Financial Group
Arkansas
$7K +$7K +520 New
RDIA
757
RE Dickinson Investment Advisors
Iowa
$6.73K +$490 +33,820 +8%
COCM
758
Charter Oak Capital Management
New Hampshire
$6K -$22.2K -1,480 -79%
AC
759
AlphaCore Capital
California
$6K -$3.31K -232 -36%
TFA
760
Transamerica Financial Advisors
Florida
$6K +$6K +360 New
AAP
761
Arax Advisory Partners
Colorado
$5K – – –
ME
762
McIlrath & Eck
Washington
$5K – – –
CSB
763
City State Bank
Iowa
$5K – – –
CAM
764
Costello Asset Management
Pennsylvania
$4K – – –
HNB
765
Huntington National Bank
Ohio
$4K -$20K – –
BW
766
Bison Wealth
Georgia
$4K – – –
CMA
767
Cedar Mountain Advisors
Oregon
$4K – – –
NFSG
768
Newbridge Financial Services Group
Florida
$4K – – –
BCMIO
769
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
FMP
770
Financial Management Professionals
Texas
$3K – – –
MSFP
771
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
GWMIA
772
Global Wealth Management Investment Advisory
Florida
$3K – – –
TFA
773
Toth Financial Advisory
Virginia
$3K +$3K +228 New
CAAS
774
Capital Asset Advisory Services
Michigan
$2K -$8.89K -640 -82%
AA
775
Addison Advisors
Vermont
$2K – – –
29 30
31
32 33