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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 %
PAG
826
Paladin Advisory Group
Iowa
– -$237K -12,672 Closed
PA
827
Prism Advisors
California
– -$226K -12,072 Closed
PCM
828
Palouse Capital Management
Washington
– -$225K -12,028 Closed
MIM
829
Marco Investment Management
Georgia
– -$224K -12,000 Closed
FSA
830
Fort Sheridan Advisors
Illinois
– -$224K -12,000 Closed
RC
831
RegentAtlantic Capital
New Jersey
– -$223K -11,908 Closed
SC
832
Stolper & Co
Oklahoma
– -$220K -11,752 Closed
MWAM
833
Manhattan West Asset Management
California
– -$219K -11,720 Closed
CCM
834
Carlson Capital Management
Minnesota
– -$219K -11,720 Closed
AC
835
Apella Capital
Connecticut
– -$219K -11,696 Closed
DWM
836
Dakota Wealth Management
Florida
– -$215K -11,516 Closed
BWM
837
BNC Wealth Management
Oregon
– -$213K -11,400 Closed
MCCP
838
Mission Creek Capital Partners
California
– -$212K -11,360 Closed
VA
839
Valmark Advisers
Ohio
– -$211K -11,308 Closed
HIP
840
HUB Investment Partners
Texas
– -$211K -11,296 Closed
AWM
841
Axxcess Wealth Management
California
– -$211K -11,260 Closed
RFN
842
Redwood Financial Network
Ohio
– -$210K -11,208 Closed
Brown Advisory
843
Brown Advisory
Maryland
– -$209K -11,176 Closed
MCP
844
Mirador Capital Partners
California
– -$207K -11,080 Closed
RDWM
845
Red Door Wealth Management
Tennessee
– -$204K -10,920 Closed
SCA
846
STALEY CAPITAL ADVISERS
Pennsylvania
– -$204K -10,912 Closed
VCP
847
Vista Capital Partners
Oregon
– -$204K -10,904 Closed
HIC
848
Hartline Investment Corp
Illinois
– -$212K -5,820 Closed
EWM
849
EPG Wealth Management
Georgia
– -$80K -4,288 Closed
OSAM
850
O'Shaughnessy Asset Management
Connecticut
– -$40K -2,120 Closed
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