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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 %
SAF
276
Smith Anglin Financial
Texas
$2.61M -$34K -2,448 -1%
HWA
277
HCR Wealth Advisors
California
$2.57M +$5.06K +364 +0.2%
H
278
HoyleCohen
California
$2.55M +$23.8K +1,716 +0.9%
MMHP
279
Murphy Middleton Hinkle & Parker
Georgia
$2.54M +$152K +10,928 +6%
AIA
280
Arcadia Investment Advisors
Idaho
$2.53M -$187K -13,428 -7%
KBFS
281
Kohmann Bosshard Financial Services
Ohio
$2.53M -$596K -42,876 -19%
FVWA
282
Foster Victor Wealth Advisors
South Carolina
$2.51M +$60.2K +4,348 +2%
IA
283
Insight Advisors
Pennsylvania
$2.5M -$43.3K -3,144 -2%
OPA
284
Old Port Advisors
Maine
$2.49M -$205K -14,752 -8%
GVAG
285
Great Valley Advisor Group
Delaware
$2.49M +$1.54M +111,168 +163%
CWM
286
Curi Wealth Management
North Carolina
$2.46M +$357K +25,704 +17%
AIA
287
Ally Invest Advisors
North Carolina
$2.46M +$978K +70,404 +66%
CPIG
288
Chicago Partners Investment Group
Illinois
$2.46M +$763K +47,836 +45%
JFG
289
JMG Financial Group
Illinois
$2.4M -$38K -2,736 -2%
BFM
290
Broadview Financial Management
Wisconsin
$2.39M +$106K +7,612 +5%
AA
291
Aire Advisors
California
$2.38M +$786K +55,264 +49%
DI
292
DAGCO Inc
Ohio
$2.37M +$754K +54,276 +47%
AI
293
Atria Investments
North Carolina
$2.35M +$501K +36,064 +27%
BCWM
294
Bartlett & Co Wealth Management
Ohio
$2.35M +$11.4K +824 +0.5%
BC
295
Bartlett & Co
Ohio
$2.35M +$11.4K +824 +0.5%
WI
296
WrapManager Inc
California
$2.35M +$2.35M +169,304 New
CAC
297
Certified Advisory Corp
Florida
$2.34M +$2.34M +168,328 New
C
298
Certuity
Florida
$2.33M -$1.51M -108,656 -39%
CA
299
CoreCap Advisors
Michigan
$2.26M -$157K -11,336 -7%
Fidelity Investments
300
Fidelity Investments
Massachusetts
$2.25M +$62K +4,464 +3%
10 11
12
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