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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
+$78.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$70.1M
3
MG
Mather Group
Illinois
+$65.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$56.5M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.7M

Top Sellers

1
ML
McAdam LLC
Pennsylvania
-$124M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$80M
3
OWM
Orgel Wealth Management
Wisconsin
-$54.9M
4
GSIS
Global Strategic Investment Solutions
Arizona
-$47.1M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
451
Fingerlakes Wealth Management
New York
$670K -$18.4K -1,328 -3%
RBFC
452
Roman Butler Fullerton & Co
Missouri
$667K +$667K +45,740 New
Corient Private Wealth
453
Corient Private Wealth
Florida
$665K +$665K +47,876 New
TFS
454
TrustCore Financial Services
Tennessee
$665K – – –
PNC Financial Services Group
455
PNC Financial Services Group
Pennsylvania
$660K -$30.1K -2,168 -4%
CAM
456
Cozad Asset Management
Illinois
$655K – – –
HWM
457
Heirloom Wealth Management
Colorado
$655K +$655K +47,140 New
UB
458
UMB Bank
Missouri
$654K – – –
IAA
459
Independent Advisor Alliance
North Carolina
$642K +$444 +32 +0.1%
OL
460
Owen LaRue
Kentucky
$641K +$641K +46,444 New
FTS
461
Fifth Third Securities
Ohio
$641K -$10.7K -772 -2%
TF
462
TIAA FSB
Florida
$637K -$57.8K -4,160 -8%
SFS
463
Summit Financial Strategies
Ohio
$629K -$8.33K -600 -1%
AFG
464
Alterity Financial Group
Maine
$627K -$6.22K -448 -1%
LIM
465
Leavell Investment Management
Alabama
$624K -$44.3K -3,192 -7%
USCWA
466
U.S. Capital Wealth Advisors
Texas
$623K +$198K +14,284 +47%
AA
467
Ancora Advisors
Ohio
$617K -$18.2K -1,308 -3%
SFG
468
Sunburst Financial Group
Alabama
$609K +$329K +23,680 +118%
CCB
469
Cutter & Co Brokerage
Missouri
$608K -$9.22K -664 -1%
BAG
470
Briggs Advisory Group
Rhode Island
$607K – – –
LFA
471
Legend Financial Advisors
Pennsylvania
$600K -$6.78K -488 -1%
VFA
472
Valeo Financial Advisors
Indiana
$599K -$889 -64 -0.1%
BWA
473
Burt Wealth Advisors
Maryland
$594K – – –
SPIA
474
Steward Partners Investment Advisory
New York
$592K -$4.28K -308 -0.7%
KJWM
475
Kiley Juergens Wealth Management
Washington
$590K +$590K +42,464 New
17 18
19
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