Schwab US Large-Cap Growth ETF
SCHG
861 hedge funds and large institutions have $7.96B 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, 264 reducing their positions, and 51 closing their positions.
330% more call options, than puts
Call options by funds: $4.21M | Put options by funds: $979K
165% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 51
28% more repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 264
9% more capital invested
Capital invested by funds: $7.29B → $7.96B (+$669M)
9% more funds holding
Funds holding: 791 → 861 (+70)
8.03% more ownership
Funds ownership: 224.06% → 232.09% (+8%)
6% more funds holding in top 10
Funds holding in top 10: 113 → 120 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$81.3M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$72.6M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$67.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$58.5M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$49.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$82.9M |
| 2 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$56.8M |
| 3 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$48.8M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$43.4M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$24.9M |
SCHG Hedge Fund Activity: Q4 2022 in Review
861 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2022, worth a combined $7.96B — up 9.2% from $7.29B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new SCHG positions and 51 closed out — a net gain of 84 holders — while 339 added to existing stakes and 264 trimmed.
The largest buyer was SEI Investments, adding an estimated $81.3M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $82.9M.
- 861 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2022, up from 791 in Q3 2022.
- Funds reported $7.96B of Schwab US Large-Cap Growth ETF stock for Q4 2022, up 9.2% quarter-over-quarter.
- 135 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2022 and 51 closed out, a net change of +84 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q4 2022 was SEI Investments, an estimated $81.3M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q4 2022 was Retirement Planning Group (Kansas), an estimated $82.9M sold.
Based on aggregated 13F filings for Q4 2022.