SCHG icon

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 %
LC
151
LCNB Corp
Ohio
$6.45M +$585K +41,960 +10%
MWM
152
Meridian Wealth Management
Kentucky
$6.41M -$4.19M -299,880 -40%
NFG
153
Northeast Financial Group
Pennsylvania
$6.3M +$15K +1,072 +0.2%
SW
154
SkyOak Wealth
Michigan
$6.29M +$2.08M +149,424 +50%
SAMC
155
Spectrum Asset Management (California)
California
$6.25M -$83.9K -6,012 -1%
AWS
156
AJ Wealth Strategies
New York
$6.22M -$203K -14,564 -3%
ACA
157
Affinity Capital Advisors
California
$6.21M +$20.8K +1,488 +0.3%
MIFH
158
Migdal Insurance & Financial Holdings
Israel
$6.03M +$1.7M +120,480 +39%
NRI
159
NFP Retirement Inc
California
$5.98M +$31.5K +2,256 +0.5%
EFG
160
Everhart Financial Group
Ohio
$5.96M +$323K +23,144 +6%
BC
161
Burleson & Co
California
$5.93M +$75.4K +5,404 +1%
WCA
162
Waypoint Capital Advisors
Minnesota
$5.92M -$1.28M -91,992 -18%
RJA
163
Raymond James & Associates
Florida
$5.85M +$2.35M +168,452 +67%
ASI
164
Advisory Services & Investments
Oregon
$5.74M -$2.18M -156,352 -28%
CI
165
Conning Inc
Connecticut
$5.73M – – –
IAN
166
Integrated Advisors Network
Texas
$5.61M +$761K +54,564 +16%
IWC
167
Integrated Wealth Concepts
Massachusetts
$5.6M +$121K +8,704 +2%
HGWM
168
Harvest Group Wealth Management
Massachusetts
$5.59M +$189K +13,144 +4%
SWM
169
SeaCrest Wealth Management
New York
$5.55M +$330K +23,664 +6%
AFG
170
Allegheny Financial Group
Pennsylvania
$5.43M +$1.71M +122,700 +46%
BP
171
Broadleaf Partners
Ohio
$5.39M +$4.19K +300 +0.1%
PAG
172
Private Advisor Group
New Jersey
$5.37M -$11.9M -853,236 -69%
DFA
173
DHJJ Financial Advisors
Illinois
$5.34M +$47.2K +3,412 +0.9%
AF
174
Apexium Financial
Texas
$5.24M +$1.64M +117,628 +45%
MWA
175
Martel Wealth Advisors
Washington
$5.14M +$2.06M +147,920 +67%
5 6
7
8 9