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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 %
TFGT
751
TS Financial Group (TSFG)
Illinois
$12K +$54 +4 +0.5%
SIC
752
Salem Investment Counselors
North Carolina
$11K – – –
FWA
753
FSC Wealth Advisors
New York
$11K – – –
HIA
754
Harbor Investment Advisory
Maryland
$10K – – –
FCAS
755
First Command Advisory Services
Texas
$10K +$10K +1,936 New
Citigroup
756
Citigroup
New York
$8K -$213K -15,520 -96%
AWM
757
Aberdeen Wealth Management
Illinois
$8K – – –
TFA
758
Toth Financial Advisory
Virginia
$8K +$4.86K +352 +154%
PO
759
Private Ocean
California
$8K +$8K +640 New
M1FG
760
Mach-1 Financial Group
Arkansas
$7K – – –
MA
761
MCF Advisors
Kentucky
$7K +$7K +504 New
AC
762
AlphaCore Capital
California
$6K – – –
AWM
763
Accel Wealth Management
Iowa
$6K – – –
KFI
764
Key Financial Inc
Pennsylvania
$6K +$6K +400 New
NDSI
765
Newman Dignan & Sheerar Inc
Rhode Island
$5.83K -$527 -37,756 -8%
ME
766
McIlrath & Eck
Washington
$5K – – –
AAP
767
Arax Advisory Partners
Colorado
$5K – – –
CMA
768
Cedar Mountain Advisors
Oregon
$4K – – –
CAM
769
Costello Asset Management
Pennsylvania
$4K – – –
NFSG
770
Newbridge Financial Services Group
Florida
$4K – – –
CSB
771
City State Bank
Iowa
$4K – – –
SWM
772
Selective Wealth Management
Virginia
$4K +$4K +272 New
EWA
773
EverSource Wealth Advisors
Alabama
$4K +$3.78K +276 +1,725%
DTIM
774
Danda Trouve Investment Management
Kansas
$4K +$4K +296 New
BCMIO
775
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
29 30
31
32 33