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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

826 hedge funds and large institutions have $9.1B invested in Schwab US Large-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 718 increasing their positions, 33 reducing their positions, and 70 closing their positions.

Holders
826
Holders Change
-12
Holders Change %
-1.43%
% of All Funds
13.07%
Holding in Top 10
123
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.38%
% of All Funds
1.95%
New
67
Increased
718
Reduced
33
Closed
70
Calls
$3.97M
Puts
$1.77M
Net Calls
+$2.2M
Net Calls Change
+$358K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.41B
2
MG
2
Mather Group
Illinois
$511M
3
APP
3
Avantax Planning Partners
Iowa
$484M
4
SEI Investments
4
SEI Investments
Pennsylvania
$417M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$434M

Top Sellers

1
TWP
1
Transparent Wealth Partners
Arkansas
$0
2
TI
2
Tidal Investments
Wisconsin
$0
3
PFG
3
Piershale Financial Group
Illinois
$0
4
CCM
4
Ciovacco Capital Management
Georgia
$0
5
FSA
5
Financial Services Advisory
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FSA
826
Financial Services Advisory
Maryland
– – -127,154 Closed
CCM
827
Ciovacco Capital Management
Georgia
– – -126,801 Closed
SFS
828
Sowell Financial Services
Arkansas
– – -95,189 Closed
PA
829
Planning Alternatives
Michigan
– – -79,250 Closed
GWM
830
Geneos Wealth Management
Colorado
– – -71,814 Closed
RWA
831
Redhawk Wealth Advisors
Minnesota
– – -68,404 Closed
WAM
832
WealthTrust Asset Management
Florida
– – -57,972 Closed
EF
833
Empowered Funds
Pennsylvania
– – -45,203 Closed
MAWAG
834
Mid-American Wealth Advisory Group
Missouri
– – -39,905 Closed
BAM
835
Berkshire Asset Management
Pennsylvania
– – -18,509 Closed
PA
836
PFG Advisors
Arizona
– – -13,485 Closed
Renaissance Technologies
837
Renaissance Technologies
New York
– – -11,500 Closed
Marshall Wace
838
Marshall Wace
United Kingdom
– – -10,660 Closed
SWPG
839
Strategic Wealth Partners Group
Illinois
– – -10,511 Closed
MWM
840
Merriman Wealth Management
Washington
– – -8,781 Closed
FTS
841
Fifth Third Securities
Ohio
– – -6,067 Closed
WF
842
Wayfinding Financial
Washington
– – -3,892 Closed
COF
843
Capital One Financial
Virginia
– – -3,579 Closed
ETIA
844
Epic Trust Investment Advisors
Washington
– – -2,738 Closed
IWN
845
Independent Wealth Network
Iowa
– – -2,723 Closed
TSS
846
Two Sigma Securities
New York
– – -2,591 Closed
WI
847
WrapManager Inc
California
– – -2,561 Closed
PG
848
Prostatis Group
Maryland
– – -2,546 Closed
Qube Research & Technologies (QRT)
849
Qube Research & Technologies (QRT)
United Kingdom
– – -2,488 Closed
CWM
850
Congress Wealth Management
Massachusetts
– – -2,062 Closed
32 33
34
35 36