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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 %
TCWM
776
Total Clarity Wealth Management
Illinois
$2K +$2K +104 New
TRCT
777
Tower Research Capital (TRC)
New York
$1K -$26.3K -2,416 -96%
MA
778
Montag & Associates
Georgia
$1K – – –
HCP
779
Hexagon Capital Partners
Arkansas
$1K – – –
HS
780
Horan Securities
United States
$1K – – –
HR
781
Howe & Rusling
New York
$1K – – –
IHWM
782
Iron Horse Wealth Management
Iowa
$1K – – –
LFA
783
Level Financial Advisors
New York
$1K +$250 +24 +33%
BRWM
784
B. Riley Wealth Management
Tennessee
$281 – +24 +0.1%
Bank of Montreal
785
Bank of Montreal
Ontario, Canada
$145 -$46 -3,028 -24%
FANJ
786
Financial Architects (New Jersey)
New Jersey
– -$4.16M -222,212 Closed
ADL
787
Asset Dedication LLC
California
– -$2.84M -151,808 Closed
ECM
788
Evergreen Capital Management
Washington
– -$1.69M -90,080 Closed
CSWM
789
Cassady Schiller Wealth Management
Ohio
– -$1.55M -82,860 Closed
CIC
790
Cornercap Investment Counsel
Georgia
– -$1.54M -82,108 Closed
SA
791
Strategic Advisors
New York
– -$1.33M -70,884 Closed
AC
792
Avestar Capital
New York
– -$1.15M -61,296 Closed
AIP
793
Almanack Investment Partners
Pennsylvania
– -$1.12M -59,836 Closed
TF
794
Theory Financial
Colorado
– -$889K -47,528 Closed
Jane Street
795
Jane Street
New York
– -$878K -46,952 Closed
WIC
796
Woodmont Investment Counsel
Tennessee
– -$701K -37,492 Closed
MOS
797
MGO One Seven
Ohio
– -$679K -36,324 Closed
VT
798
Vise Technologies
New York
– -$591K -31,592 Closed
EVM
799
Eaton Vance Management
Massachusetts
– -$472K -25,256 Closed
Citadel Advisors
800
Citadel Advisors
Florida
– -$461K -24,632 Closed
30 31
32
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