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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.

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
1
SEI Investments
Pennsylvania
$411M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$94.1M
3
BC
3
Brio Consultants
California
$32.7M
4
MG
4
Mather Group
Illinois
$421M
5
TWP
5
Transparent Wealth Partners
Arkansas
$21.1M

Top Sellers

1
WA
1
Win Advisors
Florida
$64K
2
BDWCC
2
B&D White Capital Company
Texas
$1.86M
3
BPA
3
Beacon Pointe Advisors
California
$21.2M
4
AG
4
Appleton Group
Wisconsin
$774K
5
EFSCE
5
Enterprise Financial Services Corp (EFSC)
Missouri
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
DP
76
Denver PWM
Colorado
$16.4M 1,123,392 +105,044 +10%
SFA
77
Seneca Financial Advisors
New York
$16M 1,100,836 +135,592 +14%
SL
78
Systelligence LLC
Minnesota
$15.7M 1,080,928 +86,160 +9%
RRWA
79
Rainey & Randall Wealth Advisors
Florida
$15.5M 1,068,528 +124,224 +13%
GB
80
Goepper Burkhardt
South Carolina
$15.5M 1,067,264 -17,412 -2%
BA
81
Ballast Advisors
Minnesota
$15.3M 1,055,000 +81,448 +8%
MSFS
82
Main Street Financial Solutions
Pennsylvania
$15.3M 1,053,416 +2,528 +0.2%
XF
83
XML Financial
Maryland
$15.2M 1,048,516 +12,284 +1%
WIA
84
World Investment Advisors
California
$15.2M 908,324 +822,884 +963%
BFG
85
Berger Financial Group
Minnesota
$14.9M 1,028,456 +48,576 +5%
CP
86
Capital Planning
Washington
$14.5M 1,000,016 +57,836 +6%
HG
87
Harbor Group
New Hampshire
$14.5M 998,228 -1,644 -0.2%
PWM
88
Provident Wealth Management
Tennessee
$14.2M 978,900 +968,692 +9,490%
AAS
89
Avantax Advisory Services
Texas
$14.1M 971,368 +206,100 +27%
GC
90
Garde Capital
Washington
$14M 968,584 +235,076 +32%
CAG
91
Curtis Advisory Group
California
$12.9M 890,224 +39,348 +5%
FA
92
Fountainhead AM
New Jersey
$12.7M 874,724 +28,484 +3%
WA
93
WBH Advisory
Maryland
$12.6M 837,512 +184,508 +28%
5L
94
55I LLC
Massachusetts
$12.1M 837,920 +34,040 +4%
ACA
95
Ackerman Capital Advisors
Texas
$12.1M 836,960 -67,640 -7%
SWP
96
Stratos Wealth Partners
Ohio
$12.1M 832,668 +136,536 +20%
CCMG
97
Clark Capital Management Group
Pennsylvania
$12M 830,212 -844,156 -50%
EFSCE
98
Enterprise Financial Services Corp (EFSC)
Missouri
$11.8M 817,168 -1,151,816 -58%
RWM
99
RKL Wealth Management
Pennsylvania
$11.7M 808,860 +72,508 +10%
MWM
100
Meridian Wealth Management
Kentucky
$11.6M 758,952 +646,684 +576%
2 3
4
5 6