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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 Holding Trade Value Shares
Change 		Shares
Change %
FAN
101
Financial Advisors Network
California
$11M +$839K +60,152 +8%
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$10.9M -$35.2K -2,520 -0.3%
SWP
103
Stratos Wealth Partners
Ohio
$10.8M -$796K -57,080 -7%
ACM
104
Alpha Capital Management
Texas
$10.8M +$408K +29,268 +4%
LA
105
LVW Advisors
New York
$10.6M -$13.4K -960 -0.1%
MMA
106
Miracle Mile Advisors
California
$10.6M +$341K +24,464 +3%
FFWA
107
FRG Family Wealth Advisors
Washington
$10.5M -$528K -37,820 -5%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$10.4M +$1.2M +85,716 +13%
CFS
109
CRA Financial Services
New Jersey
$10.3M +$772K +55,340 +8%
PSIWM
110
Paradigm Strategies in Wealth Management
Minnesota
$10.3M +$408K +29,208 +4%
CFGS
111
Concourse Financial Group Securities
Alabama
$9.89M +$2.72M +194,796 +38%
SPC
112
Sigma Planning Corp
Michigan
$9.84M -$241K -17,288 -2%
WAM
113
Weinberger Asset Management
California
$9.81M +$211K +15,140 +2%
FSWA
114
Financial Synergies Wealth Advisors
Texas
$9.69M -$338K -24,196 -3%
SFMG
115
Sage Financial Management Group
Virginia
$9.31M -$1.56M -111,688 -14%
PP
116
Pegasus Partners
Wisconsin
$9.3M +$7.93M +567,984 +576%
WP
117
WealthShield Partners
North Carolina
$9.13M -$142K -10,212 -2%
SC
118
Savant Capital
Illinois
$9.12M -$1.21M -86,792 -12%
CCM
119
Covington Capital Management
California
$8.94M +$88.4K +6,332 +1%
SFA
120
Souders Financial Advisors
Ohio
$8.82M +$566K +40,536 +7%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$8.8M -$21.3K -1,524 -0.2%
MA
122
Mutual Advisors
Nebraska
$8.61M +$255K +18,300 +3%
CFMC
123
Curbstone Financial Management Corp
New Hampshire
$8.35M +$86K +6,160 +1%
FWP
124
FAS Wealth Partners
Kansas
$8.34M -$56K -4,016 -0.7%
CAG
125
Compass Advisory Group
New York
$8.21M -$1.99M -142,632 -20%
3 4
5
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