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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 %
AWM
426
Aspire Wealth Management
Massachusetts
$783K +$45.7K +3,292 +6%
CI
427
CX Institutional
Indiana
$782K +$782K +56,324 New
TA
428
TrueWealth Advisors
Alabama
$774K -$188K -13,548 -20%
CWM
429
Castle Wealth Management
Florida
$771K -$119K -8,596 -13%
LWAC
430
Laurel Wealth Advisors (California)
California
$764K -$16.8K -1,208 -2%
HC
431
Hoese & Co
Minnesota
$764K – – –
GJIA
432
Glass Jacobson Investment Advisors
Maryland
$759K +$759K +54,652 New
JC
433
Jentner Corp
Ohio
$743K +$52.2K +3,760 +8%
SAG
434
SageView Advisory Group
California
$741K +$741K +53,320 New
OFG
435
Oxford Financial Group
Indiana
$732K -$611K -44,000 -45%
ICM
436
Islay Capital Management
Texas
$730K – – –
FPIS
437
Financial Planning & Information Services
Wisconsin
$726K +$726K +52,236 New
ERIC
438
Eagle Rock Investment Company
Georgia
$720K +$720K +50,060 New
KWM
439
Keebeck Wealth Management
Illinois
$719K +$719K +51,728 New
SNBOSD
440
Security National Bank of So Dak
Iowa
$718K – – –
RFN
441
RDA Financial Network
Iowa
$711K +$78.7K +5,664 +12%
IAP
442
Indie Asset Partners
Indiana
$706K -$183K -13,200 -21%
SFS
443
Sowell Financial Services
Arkansas
$705K -$243K -17,480 -26%
DT
444
Diversified Trust
Tennessee
$701K – – –
NS
445
Newman & Schimel
Illinois
$694K -$64.3K -4,632 -8%
BAAM
446
Baker Avenue Asset Management
California
$692K +$692K +49,828 New
FAG
447
Fortitude Advisory Group
Washington
$689K +$13.9K +1,004 +2%
TIM
448
Total Investment Management
Arizona
$686K +$1.89K +136 +0.3%
SS
449
Simplicity Solutions
Minnesota
$677K +$371K +26,676 +121%
EL
450
Essex LLC
Illinois
$675K -$16.5K -1,188 -2%
16 17
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