SCHG icon

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 %
HCM
251
Hengehold Capital Management
Ohio
$3.27M -$77.7K -5,592 -2%
DB
252
Dravo Bay
Delaware
$3.21M +$1.58M +113,468 +96%
BSW
253
Buckingham Strategic Wealth
Missouri
$3.21M +$411K +29,600 +15%
FAIM
254
Financial Advocates Investment Management
Washington
$3.21M -$1.69M -121,788 -35%
SF
255
Summit Financial
New Jersey
$3.2M +$15.3K +1,104 +0.5%
FANJ
256
Financial Architects (New Jersey)
New Jersey
$3.19M +$130K +9,372 +4%
BAMG
257
Brand Asset Management Group
Missouri
$3.11M +$590K +42,508 +23%
BBW
258
Blue Barn Wealth
Utah
$3.08M +$2.06M +147,956 +201%
JWCA
259
J.W. Cole Advisors
Florida
$3.06M +$266K +19,164 +10%
KWM
260
Kingsview Wealth Management
Oregon
$3.05M -$111K -8,008 -4%
WIA
261
Westbourne Investment Advisors
Maryland
$3.03M +$198K +14,220 +7%
WF
262
Warner Financial
Maryland
$2.98M +$832K +59,868 +39%
JPLA
263
Joseph P. Lucia & Associates
New York
$2.97M -$119K -8,532 -4%
PIP
264
Peachtree Investment Partners
Florida
$2.96M -$177K -12,744 -6%
FPFS
265
First Personal Financial Services
North Carolina
$2.93M -$50K -3,600 -2%
PWS
266
Precision Wealth Strategies
Missouri
$2.92M +$874K +62,912 +43%
AAS
267
Ameritas Advisory Services
Nebraska
$2.84M +$532K +38,336 +23%
NRI
268
NFP Retirement Inc
California
$2.84M -$3.11M -224,120 -52%
PAG
269
Powers Advisory Group
Illinois
$2.83M +$77.1K +5,548 +3%
TYCC
270
Texas Yale Capital Corp
Florida
$2.81M +$1.28K +92 +0%
TDWM
271
Topel & Distasi Wealth Management
California
$2.79M +$2.79M +201,020 New
EA
272
Eudaimonia Advisors
Tennessee
$2.76M -$381K -27,396 -12%
MA
273
MBA Advisors
Pennsylvania
$2.69M -$107K -7,692 -4%
MAS
274
Madden Advisory Services
Florida
$2.65M -$38.9K -2,800 -1%
EP
275
Eudaimonia Partners
Tennessee
$2.63M -$13.3K -960 -0.5%
9 10
11
12 13