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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 %
MCM
201
MAI Capital Management
Ohio
$4.35M -$44.2K -3,048 -1%
SCM
202
Spreng Capital Management
Ohio
$4.23M -$190K -12,420 -4%
KBFS
203
Kohmann Bosshard Financial Services
Ohio
$4.22M +$243K +16,744 +6%
MA
204
Modus Advisors
Minnesota
$4.21M -$141K -9,728 -3%
AFP
205
Ausdal Financial Partners
Iowa
$4.2M +$759K +52,344 +22%
AI
206
Atria Investments
North Carolina
$4.18M -$2.02M -139,044 -33%
LTL
207
Lowery Thomas LLC
California
$4.14M +$991K +68,376 +31%
B
208
Bensler
Washington
$4.09M -$84.7K -5,840 -2%
CMP
209
Courage Miller Partners
Virginia
$4.05M +$308K +21,224 +8%
OAM
210
Oak Asset Management
California
$4.05M +$4.05M +279,612 New
IFWM
211
Institute for Wealth Management
Colorado
$4.02M -$65.2K -4,500 -2%
SAM
212
Smithbridge Asset Management
Pennsylvania
$4M -$7.31K -504 -0.2%
EP
213
Eudaimonia Partners
Tennessee
$3.96M +$1.4M +96,652 +55%
EFS
214
Econ Financial Services
Pennsylvania
$3.96M +$3.96M +273,032 New
VC
215
Veery Capital
Delaware
$3.95M +$587K +40,488 +17%
PFWA
216
Paces Ferry Wealth Advisors
Georgia
$3.89M +$70.6K +4,872 +2%
TWM
217
TriaGen Wealth Management
California
$3.89M +$153K +10,548 +4%
AFG
218
Allegheny Financial Group
Pennsylvania
$3.86M +$966K +66,640 +33%
RWM
219
Reston Wealth Management
Virginia
$3.82M -$88.8K -6,128 -2%
C
220
Certuity
Florida
$3.81M +$3.31M +228,104 +659%
GPFA
221
Game Plan Financial Advisors
Ohio
$3.72M -$63.8K -4,428 -2%
AF
222
Apexium Financial
Texas
$3.69M +$3.59M +252,416 +3,736%
RJA
223
Raymond James & Associates
Florida
$3.64M +$44K +3,032 +1%
HA
224
HC Advisors
Georgia
$3.61M +$370K +25,528 +11%
LFP
225
Leeward Financial Partners
Washington
$3.58M +$229K +15,824 +7%
7 8
9
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