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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 %
PWSG
176
Pacific Wealth Strategies Group
California
$5.17M -$5.2M -358,520 -50%
RC
177
Rovin Capital
Arizona
$5.12M -$2.61M -180,304 -34%
GIA
178
Gladstone Institutional Advisory
Florida
$5.1M -$242K -16,688 -5%
RRC
179
Relaxing Retirement Coach
Massachusetts
$5.08M +$58 +4 +0%
OWM
180
Opes Wealth Management
California
$5.04M -$26K -1,796 -0.5%
IAN
181
Integrated Advisors Network
Texas
$5.04M +$580K +40,004 +13%
BDF
182
Black Diamond Financial
Maryland
$5.03M +$2.17M +149,460 +76%
SWM
183
Sculati Wealth Management
Michigan
$4.98M +$45.5K +3,136 +0.9%
BWM
184
BerganKDV Wealth Management
Minnesota
$4.98M -$152K -10,512 -3%
RFA
185
RTD Financial Advisors
Pennsylvania
$4.88M -$93.7K -6,464 -2%
JIC
186
Johnson Investment Counsel
Ohio
$4.86M +$4.87K +336 +0.1%
WSTAM
187
Wilbanks Smith & Thomas Asset Management
Virginia
$4.82M -$32.1K -2,216 -0.7%
BAM
188
Berkshire Asset Management
Pennsylvania
$4.82M +$4.82M +332,212 New
MSA
189
McAlister Sweet & Associates
Texas
$4.77M -$872K -60,144 -15%
TNA
190
True North Advisors
Texas
$4.77M -$203K -14,008 -4%
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$4.77M +$328K +22,652 +7%
AWM
192
Apollon Wealth Management
South Carolina
$4.72M -$86.1K -5,936 -2%
JWBC
193
John W. Brooker & Co
California
$4.66M +$146K +10,084 +3%
CGFA
194
Colton Groome Financial Advisors
North Carolina
$4.63M -$1.26M -86,940 -21%
DAS
195
Dynamic Advisor Solutions
Arizona
$4.58M +$607K +41,888 +15%
MIFH
196
Migdal Insurance & Financial Holdings
Israel
$4.46M +$550K +37,900 +14%
RFM
197
Royal Fund Management
Florida
$4.37M +$160K +11,052 +4%
SW
198
SkyOak Wealth
Michigan
$4.37M -$35.8K -2,468 -0.8%
FAIM
199
Financial Advocates Investment Management
Washington
$4.37M -$159K -10,960 -4%
ATWA
200
Arbor Trust Wealth Advisors
Michigan
$4.36M +$342K +23,580 +9%
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