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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 %
WWM
801
WT Wealth Management
Arizona
– -$276K -19,008 Closed
PC
802
Permanens Capital
New York
– -$255K -17,600 Closed
Lido Advisors
803
Lido Advisors
California
– -$252K -17,384 Closed
KM
804
Kalos Management
Georgia
– -$264K -16,944 Closed
BI
805
Berkeley Inc
Idaho
– -$234K -16,176 Closed
TPA
806
Trivium Point Advisory
Connecticut
– -$228K -14,884 Closed
RA
807
Rodgers & Associates
Pennsylvania
– -$211K -14,572 Closed
FWI
808
Facet Wealth Inc
Maryland
– -$203K -14,028 Closed
SHA
809
Seneca House Advisors
Virginia
– -$202K -13,952 Closed
ECM
810
Exchange Capital Management
Michigan
– -$202K -13,920 Closed
RPSA
811
Richard P. Slaughter Associates
Texas
– -$201K -13,872 Closed
ANTB
812
AMG National Trust Bank
Colorado
– -$217K -13,224 Closed
CPA
813
Cardiff Park Advisors
California
– -$164K -11,296 Closed
CWP
814
Concord Wealth Partners
Virginia
– -$151K -10,404 Closed
FFA
815
Founders Financial Alliance
North Carolina
– -$116K -7,972 Closed
AIP
816
Ahrens Investment Partners
Louisiana
– -$78K -5,388 Closed
FBT
817
First Bank & Trust
South Dakota
– -$72K -4,952 Closed
VVP
818
Venture Visionary Partners
Ohio
– -$49.9K -3,440 Closed
HFS
819
Heritage Financial Services
Massachusetts
– -$30K -2,120 Closed
GIA
820
Goodwin Investment Advisory
Georgia
– -$26.9K -1,856 Closed
FPB
821
First PREMIER Bank
South Dakota
– -$23K -1,616 Closed
WT
822
Whittier Trust
California
– -$20K -1,400 Closed
COCM
823
Charter Oak Capital Management
New Hampshire
– -$6K -400 Closed
TFA
824
Transamerica Financial Advisors
Florida
– -$6K -360 Closed
BW
825
Bison Wealth
Georgia
– -$4K -280 Closed
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