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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 %
FMP
776
Financial Management Professionals
Texas
$3K – – –
AA
777
Addison Advisors
Vermont
$2K – – –
MSFP
778
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
LFA
779
Level Financial Advisors
New York
$1K -$333 -24 -25%
MA
780
Montag & Associates
Georgia
$1K – – –
HS
781
Horan Securities
United States
$1K – – –
HR
782
Howe & Rusling
New York
$1K – – –
TRCT
783
Tower Research Capital (TRC)
New York
$1K +$42 +4 +4%
Bank of Montreal
784
Bank of Montreal
Ontario, Canada
$145 – +8 +0.1%
CCWA
785
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$38.6M -2,659,824 Closed
CCMG
786
Clark Capital Management Group
Pennsylvania
– -$12M -830,212 Closed
EFSCE
787
Enterprise Financial Services Corp (EFSC)
Missouri
– -$11.8M -817,168 Closed
MSA
788
McAlister Sweet & Associates
Texas
– -$4.77M -329,304 Closed
OAM
789
Oak Asset Management
California
– -$4.05M -279,612 Closed
EFS
790
Econ Financial Services
Pennsylvania
– -$3.96M -273,032 Closed
ERWM
791
Elk River Wealth Management
Colorado
– -$3.02M -208,180 Closed
CI
792
CX Institutional
Indiana
– -$2.08M -143,192 Closed
E
793
Ergoteles
New York
– -$1.4M -96,732 Closed
Susquehanna International Group
794
Susquehanna International Group
Pennsylvania
– -$1.15M -79,112 Closed
BFA
795
Beacon Financial Advisory
Ohio
– -$1.1M -75,604 Closed
BRC
796
Bell Rock Capital
Delaware
– -$724K -49,940 Closed
FFA
797
First Foundation Advisors
California
– -$528K -36,440 Closed
YIH
798
Y-Intercept (HK)
Hong Kong
– -$420K -29,000 Closed
BB
799
Bell Bank
North Dakota
– -$412K -28,412 Closed
HC
800
Hamilton Capital
Ohio
– -$314K -21,632 Closed
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