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

Top Sellers

1
ML
McAdam LLC
Pennsylvania
$106M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
$4.06M
3
OWM
Orgel Wealth Management
Wisconsin
$1.31M
4
GSIS
Global Strategic Investment Solutions
Arizona
$67.1M
5
Financial Engines Advisors
Financial Engines Advisors
California
$913M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
326
Townsend Asset Management
North Carolina
$1.7M -$52.8K -3,804 -3%
SFG
327
Sovereign Financial Group
Connecticut
$1.69M -$1.02M -73,692 -38%
EWM
328
Evercore Wealth Management
New York
$1.69M -$5.56K -400 -0.3%
LCM
329
Liberty Capital Management
Michigan
$1.69M +$18.7K +1,348 +1%
CG
330
Colony Group
Massachusetts
$1.68M -$578K -41,604 -26%
WIA
331
World Investment Advisors
California
$1.68M -$10.9M -785,564 -87%
OPWM
332
Oxinas Partners Wealth Management
Indiana
$1.67M +$804K +57,856 +93%
CAM
333
Cresset Asset Management
Illinois
$1.66M +$366K +52,672 +28%
AA
334
Advisory Alpha
Michigan
$1.65M +$210K +15,136 +15%
CW
335
CreativeOne Wealth
Kansas
$1.63M -$11.6K -836 -0.7%
GG
336
GenWealth Group
New Jersey
$1.6M – – –
AIM
337
Athena Investment Management
California
$1.59M +$36.3K +2,616 +2%
HSA
338
HBK Sorce Advisory
Pennsylvania
$1.58M +$905K +65,148 +133%
CA
339
Continuum Advisory
Idaho
$1.57M -$36.3K -2,616 -2%
AC
340
Avant Capital
Louisiana
$1.56M -$41.4K -2,980 -3%
PWMG
341
Prestige Wealth Management Group
New Jersey
$1.55M -$24.9K -1,792 -2%
PA
342
PFG Advisors
Arizona
$1.55M +$154K +11,096 +11%
BBPWM
343
Blue Bell Private Wealth Management
Pennsylvania
$1.54M -$33.8K -2,436 -2%
AF
344
Affiance Financial
Minnesota
$1.54M +$1.54M +110,608 New
CF
345
Centaurus Financial
California
$1.53M +$4.5K +324 +0.3%
LNC
346
Lincoln National Corp
Pennsylvania
$1.51M +$94.3K +6,792 +7%
Janney Montgomery Scott
347
Janney Montgomery Scott
Pennsylvania
$1.51M +$2.94K +212 +0.2%
SIMM
348
Stillwater Investment Management (Minnesota)
Minnesota
$1.5M +$1.72K +124 +0.1%
JGCM
349
Joseph Group Capital Management
Ohio
$1.49M +$87.3K +6,288 +6%
FA
350
Fagan Associates
New York
$1.48M +$35.5K +2,556 +2%
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