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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$96.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$44.9M |
| 3 |
BC
Brio Consultants
San Francisco,
California
|
+$35.2M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
+$27.6M |
| 5 |
TWP
Transparent Wealth Partners
Little Rock,
Arkansas
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$23.5M |
| 2 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
-$19.8M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$19.4M |
| 4 |
AG
Appleton Group
Appleton,
Wisconsin
|
-$18.5M |
| 5 |
EFSCE
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
-$18.4M |
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.