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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 %
CCA
351
Clearwater Capital Advisors
Illinois
$1.47M -$36.9K -2,660 -2%
CCM
352
Condor Capital Management
New Jersey
$1.45M -$8.28K -596 -0.6%
GWWM
353
Great Waters Wealth Management
Minnesota
$1.45M +$1.45M +97,220 New
AWMG
354
Alliance Wealth Management Group
New Jersey
$1.44M -$12.9K -928 -0.9%
TCM
355
Towercrest Capital Management
Pennsylvania
$1.44M -$12.9K -928 -0.9%
WMWM
356
Whitaker-Myers Wealth Managers
Ohio
$1.43M +$1.43M +103,272 New
VFIC
357
Valley Forge Investment Consultants
Pennsylvania
$1.43M -$375K -27,020 -21%
CFD
358
Creative Financial Designs
Indiana
$1.42M +$219K +15,776 +18%
CA
359
Claro Advisors
Massachusetts
$1.41M +$1.41M +101,736 New
WWM
360
Western Wealth Management
Colorado
$1.41M -$75.9K -5,464 -5%
BB
361
Bell Bank
North Dakota
$1.41M +$1.41M +101,204 New
KC
362
Kades & Cheifetz
Pennsylvania
$1.4M +$1.4M +100,452 New
KFGK
363
Keystone Financial Group (Kentucky)
Kentucky
$1.38M -$945 -68 -0.1%
JPMPWA
364
J.P. Morgan Private Wealth Advisors
California
$1.38M -$84.9K -6,112 -6%
Wealth Enhancement Advisory Services
365
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$42.9K -2,856 -3%
MCA
366
MSH Capital Advisors
Arizona
$1.35M +$92.2K +6,640 +7%
BAM
367
Belpointe Asset Management
Nevada
$1.34M -$248K -17,824 -16%
ECML
368
Eagle Capital Management (Louisiana)
Louisiana
$1.33M -$7.11K -512 -0.5%
OWM
369
Orgel Wealth Management
Wisconsin
$1.31M -$54.9M -3,951,996 -98%
BCP
370
Blackhawk Capital Partners
Wisconsin
$1.31M -$72.2K -5,196 -5%
BL
371
BFSG LLC
California
$1.31M +$1.31M +94,044 New
AIM
372
AMI Investment Management
Indiana
$1.31M -$30.5K -2,196 -2%
MA
373
Modus Advisors
Minnesota
$1.28M -$3.08M -221,424 -71%
FA
374
FC Advisory
Pennsylvania
$1.26M +$185K +13,308 +17%
NL
375
NWAM LLC
Washington
$1.23M +$622K +44,784 +103%
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