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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 %
MWM
101
MinichMacGregor Wealth Management
New York
$11.5M 790,676 +311,672 +65%
FFWA
102
FRG Family Wealth Advisors
Washington
$11.4M 787,160 -35,280 -4%
AWS
103
Atria Wealth Solutions
New York
$11.4M 784,024 -234,880 -23%
CSPIA
104
Cary Street Partners Investment Advisory
Virginia
$11.4M 783,332 +303,112 +63%
SFMG
105
Sage Financial Management Group
Virginia
$11.3M 778,724 -5,908 -0.8%
LA
106
LVW Advisors
New York
$11.1M 764,184 -12,540 -2%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$10.9M 754,504 -54,204 -7%
ACM
108
Alpha Capital Management
Texas
$10.8M 741,580 +32,536 +5%
SC
109
Savant Capital
Illinois
$10.7M 740,552 -277,272 -27%
SWA
110
Stratos Wealth Advisors
Ohio
$10.7M 737,736 -26,616 -3%
MMA
111
Miracle Mile Advisors
California
$10.6M 734,356 +85,112 +13%
CAG
112
Compass Advisory Group
New York
$10.6M 731,336 +671,540 +1,123%
FAN
113
Financial Advisors Network
California
$10.5M 724,820 -360,856 -33%
SPC
114
Sigma Planning Corp
Michigan
$10.5M 722,332 +52,896 +8%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$10.5M 722,228 -395,604 -35%
FSWA
116
Financial Synergies Wealth Advisors
Texas
$10.4M 718,704 +678,968 +1,709%
SFS
117
Sowell Financial Services
Arkansas
$10.4M 783,184 +783,184 New
PSIWM
118
Paradigm Strategies in Wealth Management
Minnesota
$10.2M 706,496 +512,776 +265%
PAS
119
Park Avenue Securities
New York
$10M 692,852 +152,188 +28%
WAM
120
Weinberger Asset Management
California
$9.98M 688,124 +22,592 +3%
CFS
121
CRA Financial Services
New Jersey
$9.89M 682,392 +113,528 +20%
GCP
122
Gill Capital Partners
Colorado
$9.73M 519,980 – –
WP
123
WealthShield Partners
North Carolina
$9.63M 664,232 +40,636 +7%
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$9.6M 662,476 +58,064 +10%
SFA
125
Sequoia Financial Advisors
Ohio
$9.4M 648,152 -114,044 -15%
3 4
5
6 7