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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

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

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
MWM
101
MinichMacGregor Wealth Management
New York
$11.5M +$4.98M +311,672 +65%
FFWA
102
FRG Family Wealth Advisors
Washington
$11.4M -$564K -35,280 -4%
AWS
103
Atria Wealth Solutions
New York
$11.4M -$3.75M -234,880 -23%
CSPIA
104
Cary Street Partners Investment Advisory
Virginia
$11.4M +$4.85M +303,112 +63%
SFMG
105
Sage Financial Management Group
Virginia
$11.3M -$94.4K -5,908 -0.8%
LA
106
LVW Advisors
New York
$11.1M -$200K -12,540 -2%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$10.9M -$867K -54,204 -7%
ACM
108
Alpha Capital Management
Texas
$10.8M +$520K +32,536 +5%
SC
109
Savant Capital
Illinois
$10.7M -$4.43M -277,272 -27%
SWA
110
Stratos Wealth Advisors
Ohio
$10.7M -$425K -26,616 -3%
MMA
111
Miracle Mile Advisors
California
$10.6M +$1.36M +85,112 +13%
CAG
112
Compass Advisory Group
New York
$10.6M +$10.7M +671,540 +1,123%
FAN
113
Financial Advisors Network
California
$10.5M -$5.77M -360,856 -33%
SPC
114
Sigma Planning Corp
Michigan
$10.5M +$846K +52,896 +8%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$10.5M -$6.32M -395,604 -35%
FSWA
116
Financial Synergies Wealth Advisors
Texas
$10.4M +$10.9M +678,968 +1,709%
SFS
117
Sowell Financial Services
Arkansas
$10.4M +$12.5M +783,184 New
PSIWM
118
Paradigm Strategies in Wealth Management
Minnesota
$10.2M +$8.2M +512,776 +265%
PAS
119
Park Avenue Securities
New York
$10M +$2.43M +152,188 +28%
WAM
120
Weinberger Asset Management
California
$9.98M +$361K +22,592 +3%
CFS
121
CRA Financial Services
New Jersey
$9.89M +$1.81M +113,528 +20%
GCP
122
Gill Capital Partners
Colorado
$9.73M – – –
WP
123
WealthShield Partners
North Carolina
$9.63M +$650K +40,636 +7%
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$9.6M +$928K +58,064 +10%
SFA
125
Sequoia Financial Advisors
Ohio
$9.4M -$1.82M -114,044 -15%
3 4
5
6 7

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.