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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
$56.5M
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 %
MA
201
Modus Advisors
Minnesota
$4.37M +$319K +22,832 +8%
SAM
202
Smithbridge Asset Management
Pennsylvania
$4.33M +$481K +34,480 +12%
BWM
203
BerganKDV Wealth Management
Minnesota
$4.3M -$491K -35,172 -10%
EH
204
Equitable Holdings
New York
$4.27M +$1.15M +82,216 +37%
RFM
205
Royal Fund Management
Florida
$4.15M -$55.7K -3,996 -1%
DAS
206
Dynamic Advisor Solutions
Arizona
$4.12M -$288K -20,620 -7%
CMP
207
Courage Miller Partners
Virginia
$4.01M +$104K +7,440 +3%
APA
208
American Portfolios Advisors
New York
$3.96M +$1.93M +138,428 +95%
VC
209
Veery Capital
Delaware
$3.95M +$149K +10,652 +4%
BAM
210
Berkshire Asset Management
Pennsylvania
$3.93M -$710K -50,904 -15%
B
211
Bensler
Washington
$3.89M -$50.8K -3,640 -1%
MCM
212
MAI Capital Management
Ohio
$3.88M -$302K -21,680 -7%
C
213
Certuity
Florida
$3.86M +$189K +13,564 +5%
RWM
214
Reston Wealth Management
Virginia
$3.84M +$163K +11,656 +4%
IFWM
215
Institute for Wealth Management
Colorado
$3.83M -$31.1K -2,228 -0.8%
PFWA
216
Paces Ferry Wealth Advisors
Georgia
$3.83M +$83.6K +5,992 +2%
CST
217
Charles Schwab Trust
Nevada
$3.66M +$3.66M +262,536 New
SCM
218
Spreng Capital Management
Ohio
$3.64M -$217K -15,560 -6%
GPFA
219
Game Plan Financial Advisors
Ohio
$3.59M -$9.15K -656 -0.3%
HA
220
HC Advisors
Georgia
$3.56M +$93.9K +6,732 +3%
KFS
221
Kaizen Financial Strategies
California
$3.54M +$210K +15,016 +6%
NYLIM
222
New York Life Investment Management
New York
$3.51M +$547K +39,240 +18%
CFA
223
Cahill Financial Advisors
Minnesota
$3.47M +$98.9K +7,092 +3%
BWL
224
Bogart Wealth LLC
Virginia
$3.44M +$180K +12,880 +6%
LFP
225
Leeward Financial Partners
Washington
$3.44M -$13.3K -956 -0.4%
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