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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
+$56.1M
2
GSIS
Global Strategic Investment Solutions
Arizona
+$54.6M
3
FEG
Fund Evaluation Group
Ohio
+$39.8M
4
AWM
Avior Wealth Management
Nebraska
+$38.3M
5
Morgan Stanley
Morgan Stanley
New York
+$35.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$96.3M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$78.9M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$38.6M
4
TIM
Total Investment Management
Arizona
-$20.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
176
JFS Wealth Advisors
Pennsylvania
$5.05M +$16.1K +1,156 +0.3%
OWM
177
Opes Wealth Management
California
$5.03M +$179K +12,812 +4%
JIC
178
Johnson Investment Counsel
Ohio
$4.92M +$242K +17,320 +5%
FAIM
179
Financial Advocates Investment Management
Washington
$4.91M +$714K +51,240 +17%
RRC
180
Relaxing Retirement Coach
Massachusetts
$4.88M -$4.85K -348 -0.1%
PWSG
181
Pacific Wealth Strategies Group
California
$4.82M -$154K -11,028 -3%
SWM
182
Sculati Wealth Management
Michigan
$4.82M +$19.4K +1,388 +0.4%
RC
183
Rovin Capital
Arizona
$4.8M -$128K -9,164 -3%
MAM
184
McCarthy Asset Management
California
$4.78M -$280K -20,088 -6%
AFP
185
Ausdal Financial Partners
Iowa
$4.73M +$693K +49,644 +17%
GM
186
GeoWealth Management
Illinois
$4.72M +$4.32M +309,324 +1,060%
IWM
187
IHT Wealth Management
Illinois
$4.7M +$4.18M +299,808 +807%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$4.7M +$113K +8,104 +2%
RFA
189
RTD Financial Advisors
Pennsylvania
$4.68M -$14.5K -1,036 -0.3%
BDF
190
Black Diamond Financial
Maryland
$4.63M -$204K -14,604 -4%
WSTAM
191
Wilbanks Smith & Thomas Asset Management
Virginia
$4.63M -$12.1K -868 -0.3%
TWM
192
TriaGen Wealth Management
California
$4.58M +$835K +59,820 +22%
AWM
193
Apollon Wealth Management
South Carolina
$4.53M -$13.2K -948 -0.3%
JWBC
194
John W. Brooker & Co
California
$4.53M +$42.8K +3,068 +1%
TNA
195
True North Advisors
Texas
$4.51M -$75.4K -5,404 -2%
GIA
196
Gladstone Institutional Advisory
Florida
$4.48M -$434K -31,116 -9%
EWA
197
EP Wealth Advisors
California
$4.47M +$1.61M +115,192 +56%
DADC
198
D.A. Davidson & Co
Montana
$4.47M +$4.13M +295,944 +1,212%
ATWA
199
Arbor Trust Wealth Advisors
Michigan
$4.43M +$226K +16,156 +5%
LTL
200
Lowery Thomas LLC
California
$4.42M +$431K +30,888 +11%
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