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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 %
JCM
801
Jacobsen Capital Management
Utah
– -$446K -23,844 Closed
CA
802
Calton & Associates
Florida
– -$405K -21,700 Closed
AA
803
Argent Advisors
Louisiana
– -$401K -21,456 Closed
KWM
804
Keebeck Wealth Management
Illinois
– -$381K -20,360 Closed
AWM
805
Aries Wealth Management
Maine
– -$381K -20,360 Closed
FTUS
806
Flow Traders U.S.
New York
– -$379K -20,260 Closed
AWA
807
Arkadios Wealth Advisors
Georgia
– -$372K -19,888 Closed
SC
808
Scotia Capital
Ontario, Canada
– -$328K -17,532 Closed
PCA
809
Personal Capital Advisors
California
– -$325K -17,376 Closed
RFA
810
Resurgent Financial Advisors
Georgia
– -$314K -16,800 Closed
PA
811
Pinnacle Associates
New York
– -$312K -16,656 Closed
MHR
812
Matthew Hamilton Rosenberg
– -$309K -16,512 Closed
OAM
813
Oppenheimer Asset Management
New York
– -$270K -14,440 Closed
BWA
814
Beam Wealth Advisors
Louisiana
– -$261K -13,972 Closed
TC
815
TownSquare Capital
Utah
– -$257K -13,732 Closed
ECG
816
Edge Capital Group
Georgia
– -$255K -13,612 Closed
MSS
817
Mitchell Sinkler & Starr
Pennsylvania
– -$254K -13,600 Closed
BST
818
Bath Savings Trust
Maine
– -$251K -13,400 Closed
BC
819
Burney Company
Virginia
– -$246K -13,152 Closed
WMR
820
Wealth Management Resources
Rhode Island
– -$243K -13,004 Closed
FAM
821
Frontier Asset Management
Wyoming
– -$243K -12,996 Closed
LK
822
Lumbard & Kellner
New Hampshire
– -$242K -12,952 Closed
APW
823
Austin Private Wealth
Texas
– -$242K -12,952 Closed
LNWTC
824
Laird Norton Wetherby Trust Company
Washington
– -$239K -12,800 Closed
BFA
825
BMS Financial Advisors
South Dakota
– -$238K -12,708 Closed
31 32
33
34 35