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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 %
GHA
376
GW Henssler & Associates
Georgia
$1.21M +$8.95K +644 +0.7%
RF
377
Rollins Financial
Georgia
$1.2M +$548K +39,484 +84%
TC
378
Tenret Company
Florida
$1.18M -$37.4K -2,696 -3%
LPAM
379
Lodestar Private Asset Management
California
$1.18M +$1.18M +84,908 New
CIAS
380
Capital Investment Advisory Services
North Carolina
$1.15M -$129K -9,256 -10%
BA
381
Bristlecone Advisors
Washington
$1.14M +$722 +52 +0.1%
CHA
382
Cooper/Haims Advisors
New York
$1.14M -$167K -12,032 -13%
FNBSF
383
First National Bank Sioux Falls
South Dakota
$1.14M +$935K +67,328 +466%
DSC
384
Duncker Streett & Co
Missouri
$1.13M -$124K -8,944 -10%
CHA
385
Carmichael Hill & Associates
Maryland
$1.11M +$19.3K +1,392 +2%
Betterment LLC
386
Betterment LLC
New York
$1.1M +$90.3K +6,504 +9%
PCMC
387
Private Capital Management (Colorado)
Colorado
$1.1M -$78.1K -5,624 -7%
KMWM
388
Keudell/Morrison Wealth Management
Oregon
$1.1M -$722K -51,968 -40%
MLA
389
My Legacy Advisors
Oregon
$1.09M +$18.2K +1,152 +2%
RWRC
390
R.W. Roge & Company
New York
$1.08M -$10.9K -784 -1%
SCA
391
Scott Capital Advisors
Oregon
$1.07M +$268K +19,268 +33%
FA
392
Fiduciary Alliance
South Carolina
$1.07M +$1.07M +77,304 New
NA
393
NewEdge Advisors
Louisiana
$1.06M +$791K +58,368 +296%
BRWA
394
B. Riley Wealth Advisors
Florida
$1.06M +$386K +27,820 +58%
HA
395
Herold Advisors
New York
$1.06M -$6.67K -480 -0.6%
EE
396
EWG Elevate
California
$1.04M +$416K +29,936 +66%
SWM
397
Southern Wealth Management
Texas
$1.04M +$182K +13,132 +21%
SW
398
SVB Wealth
Massachusetts
$1.02M -$2.16M -155,576 -68%
DC
399
Davenport & Co
Virginia
$1.02M +$183K +13,192 +22%
AP
400
Appleton Partners
Massachusetts
$1.01M +$811K +58,400 +405%
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16
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