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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.

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
1
Orgel Wealth Management
Wisconsin
$56.5M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$115M
3
FEG
3
Fund Evaluation Group
Ohio
$174M
4
AWM
4
Avior Wealth Management
Nebraska
$39.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$88.6M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$942M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$602K
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
TIM
4
Total Investment Management
Arizona
$688K
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LBC
76
Lowe Brockenbrough & Co
Virginia
$16.7M 1,197,796 +753,640 +170%
SFA
77
Seneca Financial Advisors
New York
$16.6M 1,186,908 +86,072 +8%
GIA
78
GHP Investment Advisors
Colorado
$16.4M 1,176,712 +37,708 +3%
DP
79
Denver PWM
Colorado
$16.2M 1,137,084 +13,692 +1%
OCM
80
One Capital Management
California
$15.8M 1,132,892 +714,356 +171%
BFG
81
Berger Financial Group
Minnesota
$15.2M 1,088,932 +60,476 +6%
JWM
82
Janiczek Wealth Management
Colorado
$15.2M 1,089,948 -56,532 -5%
AAS
83
Avantax Advisory Services
Texas
$15.2M 1,086,408 +115,040 +12%
XF
84
XML Financial
Maryland
$15.1M 1,080,624 +32,108 +3%
SL
85
Systelligence LLC
Minnesota
$15M 1,076,612 -4,316 -0.4%
GB
86
Goepper Burkhardt
South Carolina
$14.9M 1,069,088 +1,824 +0.2%
PWM
87
Provident Wealth Management
Tennessee
$14.8M 1,062,632 +83,732 +9%
BA
88
Ballast Advisors
Minnesota
$14.6M 1,045,068 -9,932 -0.9%
CP
89
Capital Planning
Washington
$14.5M 1,036,404 +36,388 +4%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$14.4M 1,033,536 +311,308 +43%
WA
91
WBH Advisory
Maryland
$14.2M 1,019,004 +181,492 +22%
HG
92
Harbor Group
New Hampshire
$14.1M 1,008,036 +9,808 +1%
GC
93
Garde Capital
Washington
$13.7M 984,736 +16,152 +2%
WIA
94
World Investment Advisors
California
$12.6M 906,460 -1,864 -0.2%
CAG
95
Curtis Advisory Group
California
$12.4M 890,296 +72 +0%
AWS
96
Atria Wealth Solutions
New York
$12.1M 864,636 +80,612 +10%
FA
97
Fountainhead AM
New Jersey
$11.7M 837,200 -37,524 -4%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$11.4M 818,608 +64,104 +8%
RWM
99
RKL Wealth Management
Pennsylvania
$11.3M 812,928 +4,068 +0.5%
PAS
100
Park Avenue Securities
New York
$11.1M 797,532 +104,680 +15%
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4
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