We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

791 hedge funds and large institutions have $7.39B invested in Schwab US Large-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 330 increasing their positions, 270 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $713K

22% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 270

4.09% more ownership

Funds ownership: 221.26%225.35% (+4.1%)

4% less funds holding

Funds holding: 828791 (-37)

6% less funds holding in top 10

Funds holding in top 10: 123116 (-7)

19% less capital invested

Capital invested by funds: $9.1B → $7.39B (-$1.72B)

33% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 76

Holders
791
Holders Change
-37
Holders Change %
-4.47%
% of All Funds
13.33%
Holding in Top 10
116
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.69%
% of All Funds
1.95%
New
51
Increased
330
Reduced
270
Closed
76
Calls
$3.48M
Puts
$713K
Net Calls
+$2.77M
Net Calls Change
+$573K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.08B -$14.5M -904,556 -1%
MG
2
Mather Group
Illinois
$421M +$27.6M +1,725,524 +6%
SEI Investments
3
SEI Investments
Pennsylvania
$411M +$96.2M +6,016,992 +27%
APP
4
Avantax Planning Partners
Iowa
$360M -$16.9M -1,059,424 -4%
Osaic Holdings
5
Osaic Holdings
Arizona
$344M +$614K +38,412 +0.2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$204M +$5.36M +335,392 +2%
Mariner
7
Mariner
Kansas
$182M +$3.22M +201,708 +2%
FEG
8
Fund Evaluation Group
Ohio
$139M +$9.34M +584,128 +6%
FPCG
9
Fort Pitt Capital Group
Pennsylvania
$127M +$5.92M +370,152 +4%
LPL Financial
10
LPL Financial
California
$105M +$1.23M +77,056 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$94.1M +$44.9M +2,806,188 +76%
RPGK
12
Retirement Planning Group (Kansas)
Kansas
$86M +$13.3M +835,028 +16%
LWMT
13
Legacy Wealth Management (Tennessee)
Tennessee
$82.6M +$3.37M +210,632 +4%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$79M -$6.04M -377,532 -6%
ML
15
McAdam LLC
Pennsylvania
$78M -$4.18M -261,480 -5%
Ameriprise
16
Ameriprise
Minnesota
$67.7M -$814K -50,944 -1%
MAM
17
Marquette Asset Management
Minnesota
$66.4M +$210K +13,140 +0.3%
KF
18
Krilogy Financial
Missouri
$65.1M +$5.03M +314,744 +8%
FFN
19
Focus Financial Network
Minnesota
$63.6M +$3.08M +192,728 +5%
GSIS
20
Global Strategic Investment Solutions
Arizona
$62.4M -$3.31M -206,748 -5%
OIA
21
OneDigital Investment Advisors
Kansas
$61.7M -$1.88M -117,332 -3%
AssetMark Inc
22
AssetMark Inc
California
$61M +$7.98M +499,200 +13%
UCFA
23
United Capital Financial Advisors
Texas
$59.8M -$1.53M -95,708 -2%
Morgan Stanley
24
Morgan Stanley
New York
$54.9M +$3.11M +194,552 +5%
TWM
25
Thrive Wealth Management
Pennsylvania
$52.7M -$1.65M -103,212 -3%

SCHG Hedge Fund Activity: Q2 2022 in Review

791 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2022, worth a combined $7.39B — down 19% from $9.1B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of SCHG and 51 opened new positions — a net loss of 25 holders — while 270 trimmed existing stakes and 330 added.

The largest buyer was SEI Investments, adding an estimated $96.2M. The largest seller was Win Advisors, cutting an estimated $23.5M.

  • 791 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2022, down from 828 in Q1 2022.
  • Funds reported $7.39B of Schwab US Large-Cap Growth ETF stock for Q2 2022, down 19% quarter-over-quarter.
  • 51 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2022 and 76 closed out, a net change of -25 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q2 2022 was SEI Investments, an estimated $96.2M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q2 2022 was Win Advisors, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2022.