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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
791
Holders Change
-37
Holders Change %
-4.47%
% of All Funds
13.33%
Holding in Top 10
116
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.69%
% of All Funds
1.95%
New
51
Increased
330
Reduced
270
Closed
76
Calls
$3.48M
Puts
$713K
Net Calls
+$2.77M
Net Calls Change
+$573K

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$96.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$44.9M
3
BC
Brio Consultants
California
+$35.2M
4
MG
Mather Group
Illinois
+$27.6M
5
TWP
Transparent Wealth Partners
Arkansas
+$23.3M

Top Sellers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
-$23.5M
2
BDWCC
B&D White Capital Company
Texas
-$19.8M
3
BPA
Beacon Pointe Advisors
California
-$19.4M
4
AG
Appleton Group
Wisconsin
-$18.5M
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNWTC
826
Laird Norton Wetherby Trust Company
Washington
– -$239K -12,800 Closed
BFA
827
BMS Financial Advisors
South Dakota
– -$238K -12,708 Closed
PAG
828
Paladin Advisory Group
Iowa
– -$203K -12,672 Closed
PA
829
Prism Advisors
California
– -$226K -12,072 Closed
PCM
830
Palouse Capital Management
Washington
– -$225K -12,028 Closed
FSA
831
Fort Sheridan Advisors
Illinois
– -$224K -12,000 Closed
MIM
832
Marco Investment Management
Georgia
– -$224K -12,000 Closed
RC
833
RegentAtlantic Capital
New Jersey
– -$223K -11,908 Closed
SC
834
Stolper & Co
Oklahoma
– -$220K -11,752 Closed
CCM
835
Carlson Capital Management
Minnesota
– -$219K -11,720 Closed
MWAM
836
Manhattan West Asset Management
California
– -$219K -11,720 Closed
AC
837
Apella Capital
Connecticut
– -$219K -11,696 Closed
DWM
838
Dakota Wealth Management
Florida
– -$215K -11,516 Closed
BWM
839
BNC Wealth Management
Oregon
– -$213K -11,400 Closed
MCCP
840
Mission Creek Capital Partners
California
– -$212K -11,360 Closed
VA
841
Valmark Advisers
Ohio
– -$211K -11,308 Closed
HIP
842
HUB Investment Partners
Texas
– -$211K -11,296 Closed
AWM
843
Axxcess Wealth Management
California
– -$211K -11,260 Closed
RFN
844
Redwood Financial Network
Ohio
– -$210K -11,208 Closed
Brown Advisory
845
Brown Advisory
Maryland
– -$209K -11,176 Closed
MCP
846
Mirador Capital Partners
California
– -$207K -11,080 Closed
RDWM
847
Red Door Wealth Management
Tennessee
– -$204K -10,920 Closed
SCA
848
STALEY CAPITAL ADVISERS
Pennsylvania
– -$204K -10,912 Closed
VCP
849
Vista Capital Partners
Oregon
– -$204K -10,904 Closed
CG
850
Cutler Group
California
– -$113K -7,084 -100%
31 32 33
34
35

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.