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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 %
BWM
301
Boyd Wealth Management
California
$2.24M +$660K +47,512 +42%
MPM
302
Meritage Portfolio Management
Kansas
$2.18M +$1.04M +75,024 +91%
ADL
303
Asset Dedication LLC
California
$2.12M +$11.7K +844 +0.6%
MAG
304
Mayfair Advisory Group
Alabama
$2.11M -$466K -33,396 -18%
SWM
305
Silverlake Wealth Management
Vermont
$2.09M +$18.9K +1,360 +0.9%
William Blair & Company
306
William Blair & Company
Illinois
$2.08M +$146K +10,524 +8%
BOPW
307
Brandywine Oak Private Wealth
Pennsylvania
$2.08M +$1.83M +131,392 +716%
CAG
308
Csenge Advisory Group
Florida
$2.06M +$267K +19,236 +15%
PIA
309
Panoramic Investment Advisors
Colorado
$2.04M +$2.04M +146,876 New
MWM
310
MinichMacGregor Wealth Management
New York
$2.01M -$5.7M -410,464 -74%
MFG
311
Magnus Financial Group
New York
$1.99M +$83.9K +6,040 +4%
FWA
312
FSM Wealth Advisors
Ohio
$1.98M +$38.3K +2,756 +2%
GRP
313
Global Retirement Partners
California
$1.96M -$372K -26,800 -16%
GWA
314
GGM Wealth Advisors
Maryland
$1.95M -$263K -18,992 -12%
PWM
315
Prosperity Wealth Management
California
$1.93M +$1.93M +138,796 New
CWM
316
Capital Wealth Management
Rhode Island
$1.9M +$1.9M +136,836 New
CWM
317
Chesapeake Wealth Management
Virginia
$1.88M +$17.8K +1,280 +1%
BFEC
318
Benjamin F. Edwards & Company
Missouri
$1.79M +$772K +55,572 +76%
BMCM
319
Burns Matteson Capital Management
New York
$1.78M -$340K -24,496 -16%
AL
320
ACAS LLC
California
$1.74M +$1.74M +125,164 New
JWM
321
Janiczek Wealth Management
Colorado
$1.73M -$14M -970,472 -89%
TPCW
322
TD Private Client Wealth
New York
$1.71M +$319K +22,988 +23%
BIA
323
Bigelow Investment Advisors
Maine
$1.71M +$202K +14,572 +13%
MCC
324
Money Concepts Capital
Florida
$1.71M +$389K +28,016 +29%
AF
325
Advisornet Financial
Minnesota
$1.7M -$38.2K -2,752 -2%
11 12
13
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