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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.

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

Top Sellers

1
WA
Win Advisors
Florida
$64K
2
BDWCC
B&D White Capital Company
Texas
$1.86M
3
BPA
Beacon Pointe Advisors
California
$21.2M
4
AG
Appleton Group
Wisconsin
$774K
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LHEI
126
Leo H. Evart Inc
California
$9.37M -$179K -12,380 -2%
CCM
127
Covington Capital Management
California
$9.19M -$56.2K -3,876 -0.6%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$9.16M +$2.3M +158,696 +34%
RCA
129
Reitz Capital Advisors
Michigan
$8.93M -$3.31M -228,080 -27%
FWP
130
FAS Wealth Partners
Kansas
$8.73M -$51.8K -3,576 -0.6%
MA
131
Mutual Advisors
Nebraska
$8.68M +$45.8K +3,156 +0.5%
CFMC
132
Curbstone Financial Management Corp
New Hampshire
$8.59M +$74.8K +5,160 +0.9%
SFA
133
Souders Financial Advisors
Ohio
$8.58M +$600K +41,368 +8%
ASI
134
Advisory Services & Investments
Oregon
$8.23M -$7.61M -525,116 -48%
VCA
135
Verdence Capital Advisors
Maryland
$8.11M +$488K +33,660 +6%
AOG
136
Alpha Omega Group
Virginia
$7.7M -$2.5M -172,476 -25%
TWP
137
Total Wealth Planning
Ohio
$7.63M +$1.29M +88,716 +20%
WCA
138
Waypoint Capital Advisors
Minnesota
$7.48M +$7.48M +516,220 New
CFGS
139
Concourse Financial Group Securities
Alabama
$7.46M +$2.42M +167,108 +48%
LWM
140
Laidlaw Wealth Management
New York
$7.26M +$642K +44,272 +10%
YIA
141
YHB Investment Advisors
Connecticut
$7.19M +$203K +14,004 +3%
WFA
142
Wipfli Financial Advisors
Wisconsin
$7.16M -$2.74M -188,668 -28%
MIAN
143
Mariner Independent Advisor Network
Kansas
$7.1M +$5.12M +352,748 +259%
SFG
144
Sage Financial Group
Pennsylvania
$7.07M +$1.79M +123,248 +34%
MAG
145
Members Advisory Group
New York
$7.03M +$45.9K +3,164 +0.7%
RA
146
RFG Advisory
Alabama
$6.98M +$4.45M +266,180 +176%
SFWC
147
Strategic Family Wealth Counselors
New Jersey
$6.81M -$49.4K -3,408 -0.7%
PWM
148
Perigon Wealth Management
California
$6.79M +$2.92M +201,244 +75%
GGI
149
GPM Growth Investors
Michigan
$6.79M +$420K +28,936 +7%
SCP
150
Shorepoint Capital Partners
Massachusetts
$6.77M +$353K +24,352 +6%
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