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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

859 hedge funds and large institutions have $7.95B invested in Schwab US Large-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 339 increasing their positions, 262 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+70
Holders Change %
+8.87%
% of All Funds
13.86%
Holding in Top 10
120
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.19%
% of All Funds
1.94%
New
135
Increased
339
Reduced
262
Closed
51
Calls
$4.21M
Puts
$979K
Net Calls
+$3.23M
Net Calls Change
+$810K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$486M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$164M
3
MG
3
Mather Group
Illinois
$495M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$274M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$47.7M

Top Sellers

1
ML
1
McAdam LLC
Pennsylvania
$106M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$4.06M
3
OWM
3
Orgel Wealth Management
Wisconsin
$1.31M
4
GSIS
4
Global Strategic Investment Solutions
Arizona
$67.1M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$913M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
226
Bensler
Washington
$4.05M +$174K +12,544 +5%
GG
227
Gleason Group
Kentucky
$4M +$4M +288,208 New
LW
228
Linscomb Wealth
Texas
$3.91M +$2.79M +201,136 +251%
EWA
229
EP Wealth Advisors
California
$3.84M -$611K -43,992 -14%
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$3.81M -$869K -62,588 -19%
VBWMG
231
Von Berge Wealth Management Group
California
$3.8M +$92.8K +6,068 +3%
IFWM
232
Institute for Wealth Management
Colorado
$3.75M -$62.6K -4,504 -2%
VC
233
Veery Capital
Delaware
$3.7M -$229K -16,468 -6%
BWM
234
BerganKDV Wealth Management
Minnesota
$3.64M -$640K -46,072 -15%
ISWM
235
Independent Solutions Wealth Management
New York
$3.61M +$267K +19,220 +8%
MCCA
236
Mill Creek Capital Advisors
Pennsylvania
$3.6M +$3.6M +259,016 New
GPFA
237
Game Plan Financial Advisors
Ohio
$3.57M -$4.95K -356 -0.1%
HA
238
HC Advisors
Georgia
$3.54M -$3.56K -256 -0.1%
HI
239
Harbour Investments
Wisconsin
$3.52M +$499K +35,896 +17%
MCM
240
MAI Capital Management
Ohio
$3.51M -$354K -25,476 -9%
IAS
241
IMA Advisory Services
Colorado
$3.46M +$272K +19,568 +9%
AWG
242
Altus Wealth Group
Colorado
$3.42M +$3.42M +246,016 New
CGFA
243
Colton Groome Financial Advisors
North Carolina
$3.41M +$330K +23,748 +11%
BCM
244
Barden Capital Management
Texas
$3.4M +$178K +12,800 +6%
SCM
245
Spreng Capital Management
Ohio
$3.35M -$277K -19,924 -8%
PAG
246
Private Advisor Group
New Jersey
$3.33M +$328K +42,020 +11%
CFA
247
Cahill Financial Advisors
Minnesota
$3.31M -$141K -10,148 -4%
NYLIM
248
New York Life Investment Management
New York
$3.31M -$188K -13,548 -5%
KFS
249
Kaizen Financial Strategies
California
$3.29M -$395K -27,128 -11%
CA
250
Cambridge Advisors
Nebraska
$3.29M -$91K -6,552 -3%
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10
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