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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.

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
1
SEI Investments
Pennsylvania
$411M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$94.1M
3
BC
3
Brio Consultants
California
$32.7M
4
MG
4
Mather Group
Illinois
$421M
5
TWP
5
Transparent Wealth Partners
Arkansas
$21.1M

Top Sellers

1
WA
1
Win Advisors
Florida
$64K
2
BDWCC
2
B&D White Capital Company
Texas
$1.86M
3
BPA
3
Beacon Pointe Advisors
California
$21.2M
4
AG
4
Appleton Group
Wisconsin
$774K
5
EFSCE
5
Enterprise Financial Services Corp (EFSC)
Missouri
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.08B 18,597,984 -226,139 -1%
MG
2
Mather Group
Illinois
$421M 7,255,472 +431,381 +6%
SEI Investments
3
SEI Investments
Pennsylvania
$411M 7,083,267 +1,504,248 +27%
APP
4
Avantax Planning Partners
Iowa
$360M 6,200,321 -264,856 -4%
Osaic Holdings
5
Osaic Holdings
Arizona
$344M 5,938,234 +9,603 +0.2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$204M 3,517,844 +83,848 +2%
Mariner
7
Mariner
Kansas
$182M 3,140,175 +50,427 +2%
FEG
8
Fund Evaluation Group
Ohio
$139M 2,398,187 +146,032 +6%
FPCG
9
Fort Pitt Capital Group
Pennsylvania
$127M 2,197,939 +92,538 +4%
LPL Financial
10
LPL Financial
California
$105M 1,809,620 +19,264 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$94.1M 1,621,982 +701,547 +76%
RPGK
12
Retirement Planning Group (Kansas)
Kansas
$86M 1,482,170 +208,757 +16%
LWMT
13
Legacy Wealth Management (Tennessee)
Tennessee
$82.6M 1,423,794 +52,658 +4%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$79M 1,362,409 -94,383 -6%
ML
15
McAdam LLC
Pennsylvania
$78M 1,345,863 -65,370 -5%
Ameriprise
16
Ameriprise
Minnesota
$67.7M 1,167,774 -12,736 -1%
MAM
17
Marquette Asset Management
Minnesota
$66.4M 1,144,697 +3,285 +0.3%
KF
18
Krilogy Financial
Missouri
$65.1M 1,122,981 +78,686 +8%
FFN
19
Focus Financial Network
Minnesota
$63.6M 1,096,133 +48,182 +5%
GSIS
20
Global Strategic Investment Solutions
Arizona
$62.4M 1,075,860 -51,687 -5%
OIA
21
OneDigital Investment Advisors
Kansas
$61.7M 1,064,241 -29,333 -3%
AssetMark Inc
22
AssetMark Inc
California
$61M 1,051,698 +124,800 +13%
UCFA
23
United Capital Financial Advisors
Texas
$59.8M 1,031,657 -23,927 -2%
Morgan Stanley
24
Morgan Stanley
New York
$54.9M 946,845 +48,638 +5%
TWM
25
Thrive Wealth Management
Pennsylvania
$52.7M 908,291 -25,803 -3%
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