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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 %
CCM
151
Coldstream Capital Management
Washington
$6.76M +$830K +57,220 +14%
SS
152
Sunbelt Securities
Texas
$6.72M +$371K +25,588 +6%
AWS
153
AJ Wealth Strategies
New York
$6.67M -$7.11M -490,524 -52%
BAM
154
Belpointe Asset Management
Nevada
$6.63M +$5.18M +357,576 +360%
NDSI
155
Newman Dignan & Sheerar Inc
Rhode Island
$6.61M -$322K -22,184 -5%
SAMC
156
Spectrum Asset Management (California)
California
$6.59M -$562K -38,796 -8%
NFG
157
Northeast Financial Group
Pennsylvania
$6.53M -$2.8M -193,292 -30%
LBC
158
Lowe Brockenbrough & Co
Virginia
$6.51M -$2.19M -149,368 -25%
AWM
159
AE Wealth Management
Kansas
$6.51M +$767K +52,888 +13%
ACA
160
Affinity Capital Advisors
California
$6.43M +$442K +30,504 +7%
NRI
161
NFP Retirement Inc
California
$6.18M +$683K +47,088 +12%
LC
162
LCNB Corp
Ohio
$6.09M -$52.7K -3,636 -0.9%
BC
163
Burleson & Co
California
$6.08M +$917K +63,260 +18%
OCM
164
One Capital Management
California
$6.07M -$140K -9,672 -2%
HGWM
165
Harvest Group Wealth Management
Massachusetts
$6.01M -$762K -47,552 -11%
CI
166
Conning Inc
Connecticut
$5.96M – – –
SB
167
Strategic Blueprint
Georgia
$5.92M +$2.02M +139,516 +52%
EFG
168
Everhart Financial Group
Ohio
$5.86M +$65.6K +4,524 +1%
IWC
169
Integrated Wealth Concepts
Massachusetts
$5.69M +$1.65M +113,968 +41%
BP
170
Broadleaf Partners
Ohio
$5.6M +$3.27M +225,740 +141%
DFA
171
DHJJ Financial Advisors
Illinois
$5.55M +$219K +15,060 +4%
CA
172
Cetera Advisors
Colorado
$5.49M +$157K +10,860 +3%
SWM
173
SeaCrest Wealth Management
New York
$5.42M +$101K +6,956 +2%
MAM
174
McCarthy Asset Management
California
$5.26M -$289K -19,936 -5%
JWA
175
JFS Wealth Advisors
Pennsylvania
$5.23M -$88.3K -6,088 -2%
5 6
7
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