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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.

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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$942M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$602K
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
TIM
Total Investment Management
Arizona
$688K
5
CCMG
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
126
Reitz Capital Advisors
Michigan
$7.94M -$654K -46,896 -8%
JJBC
127
James J. Burns & Company
New York
$7.93M +$7.93M +568,004 New
VCA
128
Verdence Capital Advisors
Maryland
$7.92M +$108K +7,732 +1%
MWM
129
MinichMacGregor Wealth Management
New York
$7.74M -$3.29M -235,828 -30%
GCP
130
Gill Capital Partners
Colorado
$7.65M +$392K +28,076 +5%
TWP
131
Total Wealth Planning
Ohio
$7.47M +$135K +9,660 +2%
SFA
132
Sequoia Financial Advisors
Ohio
$7.47M -$1.58M -113,012 -17%
AOG
133
Alpha Omega Group
Virginia
$7.42M +$13.1K +940 +0.2%
LHEI
134
Leo H. Evart Inc
California
$7.18M -$1.84M -131,900 -20%
SB
135
Strategic Blueprint
Georgia
$7.17M +$1.47M +105,448 +26%
PWM
136
Perigon Wealth Management
California
$7.16M +$623K +44,628 +10%
MIAN
137
Mariner Independent Advisor Network
Kansas
$7.05M +$228K +16,372 +3%
YIA
138
YHB Investment Advisors
Connecticut
$7.03M +$109K +7,788 +2%
AWM
139
AE Wealth Management
Kansas
$7.02M +$760K +54,460 +12%
RDIA
140
RE Dickinson Investment Advisors
Iowa
$7.02M +$537K +38,496 +8%
SFG
141
Sage Financial Group
Pennsylvania
$6.98M +$172K +12,340 +3%
LWM
142
Laidlaw Wealth Management
New York
$6.97M -$17.2K -1,232 -0.2%
WFA
143
Wipfli Financial Advisors
Wisconsin
$6.73M -$162K -11,624 -2%
MAG
144
Members Advisory Group
New York
$6.72M -$36.3K -2,600 -0.5%
ACA
145
Ackerman Capital Advisors
Texas
$6.61M -$5.07M -363,072 -43%
SS
146
Sunbelt Securities
Texas
$6.61M +$141K +10,136 +2%
SFWC
147
Strategic Family Wealth Counselors
New Jersey
$6.61M +$57.2K +4,100 +0.9%
GGI
148
GPM Growth Investors
Michigan
$6.6M +$65.2K +4,676 +1%
CA
149
Cetera Advisors
Colorado
$6.58M +$1.29M +92,624 +24%
SCP
150
Shorepoint Capital Partners
Massachusetts
$6.49M -$21.6K -1,548 -0.3%
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