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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.

Holders
789
Holders Change
–
Holders Change %
0%
% of All Funds
13.65%
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
1
Orgel Wealth Management
Wisconsin
$56.5M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$115M
3
FEG
3
Fund Evaluation Group
Ohio
$174M
4
AWM
4
Avior Wealth Management
Nebraska
$39.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$88.6M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$942M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$602K
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
TIM
4
Total Investment Management
Arizona
$688K
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$942M 16,873,329 -1,724,655 -9%
MG
2
Mather Group
Illinois
$432M 7,733,601 +478,129 +7%
SEI Investments
3
SEI Investments
Pennsylvania
$409M 7,335,839 +252,572 +4%
APP
4
Avantax Planning Partners
Iowa
$336M 6,017,586 -182,735 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$336M 6,016,032 +77,798 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$218M 3,905,465 +387,621 +11%
Mariner
7
Mariner
Kansas
$174M 3,111,545 -28,630 -0.9%
FEG
8
Fund Evaluation Group
Ohio
$174M 3,111,202 +713,015 +30%
FPCG
9
Fort Pitt Capital Group
Pennsylvania
$126M 2,259,229 +61,290 +3%
GSIS
10
Global Strategic Investment Solutions
Arizona
$115M 2,054,819 +978,959 +91%
LPL Financial
11
LPL Financial
California
$108M 1,943,087 +133,467 +7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$94.7M 1,695,988 +74,006 +5%
Morgan Stanley
13
Morgan Stanley
New York
$88.6M 1,588,311 +641,466 +68%
RPGK
14
Retirement Planning Group (Kansas)
Kansas
$84.5M 1,513,772 +31,602 +2%
ML
15
McAdam LLC
Pennsylvania
$78.2M 1,400,710 +54,847 +4%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$77.2M 1,382,860 +20,451 +2%
Ameriprise
17
Ameriprise
Minnesota
$65.1M 1,160,899 -6,875 -0.6%
MAM
18
Marquette Asset Management
Minnesota
$64.8M 1,160,298 +15,601 +1%
FFN
19
Focus Financial Network
Minnesota
$62.9M 1,127,225 +31,092 +3%
KF
20
Krilogy Financial
Missouri
$61.7M 1,106,376 -16,605 -1%
TWM
21
Thrive Wealth Management
Pennsylvania
$57.4M 1,028,476 +120,185 +13%
OWM
22
Orgel Wealth Management
Wisconsin
$56.5M 1,011,599 +1,005,706 +17,066%
OIA
23
OneDigital Investment Advisors
Kansas
$56M 1,003,692 -60,549 -6%
UCFA
24
United Capital Financial Advisors
Texas
$53M 949,287 -82,370 -8%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$52.1M 932,662 +59,193 +7%
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