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Schwab US Large-Cap Growth ETF
SCHG

791 hedge funds and large institutions have $7.39B invested in Schwab US Large-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 330 increasing their positions, 270 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $713K

22% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 270

4.09% more ownership

Funds ownership: 221.26% → 225.35% (+4.1%)

4% less funds holding

Funds holding: 828 → 791 (-37)

6% less funds holding in top 10

Funds holding in top 10: 123 → 116 (-7)

19% less capital invested

Capital invested by funds: $9.1B → $7.39B (-$1.72B)

33% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 76

Holders
791
Holders Change
-37
Holders Change %
-4.47%
% of All Funds
13.33%
Holding in Top 10
116
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.69%
% of All Funds
1.95%
New
51
Increased
330
Reduced
270
Closed
76
Calls
$3.48M
Puts
$713K
Net Calls
+$2.77M
Net Calls Change
+$573K

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$96.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$44.9M
3
BC
Brio Consultants
California
+$35.2M
4
MG
Mather Group
Illinois
+$27.6M
5
TWP
Transparent Wealth Partners
Arkansas
+$23.3M

Top Sellers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
-$23.5M
2
BDWCC
B&D White Capital Company
Texas
-$19.8M
3
BPA
Beacon Pointe Advisors
California
-$19.4M
4
AG
Appleton Group
Wisconsin
-$18.5M
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
776
Capital Asset Advisory Services
Michigan
$2K -$10.2K -640 -82%
AA
777
Addison Advisors
Vermont
$2K – – –
TCWM
778
Total Clarity Wealth Management
Illinois
$2K +$1.66K +104 New
TRCT
779
Tower Research Capital (TRC)
New York
$1K -$38.6K -2,416 -96%
HCP
780
Hexagon Capital Partners
Arkansas
$1K – – –
HS
781
Horan Securities
United States
$1K – – –
HR
782
Howe & Rusling
New York
$1K – – –
IHWM
783
Iron Horse Wealth Management
Iowa
$1K – – –
MA
784
Montag & Associates
Georgia
$1K – – –
LFA
785
Level Financial Advisors
New York
$1K +$384 +24 +33%
BRWM
786
B. Riley Wealth Management
Tennessee
$281 +$384 +24 +0.1%
Bank of Montreal
787
Bank of Montreal
Ontario, Canada
$145 -$48.4K -3,028 -24%
FANJ
788
Financial Architects (New Jersey)
New Jersey
– -$4.16M -222,212 Closed
ADL
789
Asset Dedication LLC
California
– -$2.84M -151,808 Closed
ECM
790
Evergreen Capital Management
Washington
– -$1.69M -90,080 Closed
CSWM
791
Cassady Schiller Wealth Management
Ohio
– -$1.55M -82,860 Closed
CIC
792
Cornercap Investment Counsel
Georgia
– -$1.54M -82,108 Closed
SA
793
Strategic Advisors
New York
– -$1.32M -70,884 Closed
AC
794
Avestar Capital
New York
– -$1.15M -61,296 Closed
AIP
795
Almanack Investment Partners
Pennsylvania
– -$1.12M -59,836 Closed
TF
796
Theory Financial
Colorado
– -$889K -47,528 Closed
Jane Street
797
Jane Street
New York
– -$878K -46,952 Closed
WIC
798
Woodmont Investment Counsel
Tennessee
– -$701K -37,492 Closed
MOS
799
MGO One Seven
Ohio
– -$679K -36,324 Closed
VT
800
Vise Technologies
New York
– -$591K -31,592 Closed
30 31
32
33 34

SCHG Hedge Fund Activity: Q2 2022 in Review

791 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2022, worth a combined $7.39B — down 19% from $9.1B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of SCHG and 51 opened new positions — a net loss of 25 holders — while 270 trimmed existing stakes and 330 added.

The largest buyer was SEI Investments, adding an estimated $96.2M. The largest seller was Win Advisors, cutting an estimated $23.5M.

  • 791 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2022, down from 828 in Q1 2022.
  • Funds reported $7.39B of Schwab US Large-Cap Growth ETF stock for Q2 2022, down 19% quarter-over-quarter.
  • 51 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2022 and 76 closed out, a net change of -25 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q2 2022 was SEI Investments, an estimated $96.2M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q2 2022 was Win Advisors, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2022.