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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.

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
1
SEI Investments
Pennsylvania
$486M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$164M
3
MG
3
Mather Group
Illinois
$495M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$274M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$47.7M

Top Sellers

1
ML
1
McAdam LLC
Pennsylvania
$106M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$4.06M
3
OWM
3
Orgel Wealth Management
Wisconsin
$1.31M
4
GSIS
4
Global Strategic Investment Solutions
Arizona
$67.1M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$913M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$49M 3,527,404 +418,372 +13%
Bank of America
27
Bank of America
North Carolina
$48.8M 3,516,424 +39,104 +1%
CCMG
28
Clark Capital Management Group
Pennsylvania
$47.7M 3,434,940 +3,434,940 New
UCFA
29
United Capital Financial Advisors
Texas
$45.6M 3,279,912 -517,236 -14%
OIA
30
OneDigital Investment Advisors
Kansas
$45.1M 3,247,120 -767,648 -19%
MML Investors Services
31
MML Investors Services
Massachusetts
$41.2M 2,969,508 +1,534,124 +107%
UBS Group
32
UBS Group
Switzerland
$38.9M 2,803,456 +200,424 +8%
MGIA
33
Moneta Group Investment Advisors
Missouri
$38.8M 2,543,208 +263,688 +12%
TWM
34
Tradition Wealth Management
Minnesota
$37.9M 2,531,352 -12,960 -0.5%
PCIA
35
Prime Capital Investment Advisors
Kansas
$36.7M 2,643,004 +99,416 +4%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$36.7M 2,642,464 +2,594,572 +5,418%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$35.7M 2,570,224 +2,570,224 New
CAN
38
Cetera Advisor Networks
California
$35.6M 2,560,308 +477,092 +23%
FCI
39
Financial Counselors Inc
Kansas
$34.6M 2,494,452 +359,120 +17%
Creative Planning
40
Creative Planning
Kansas
$34M 2,446,004 +868,052 +55%
KAS
41
Kestra Advisory Services
Texas
$32.9M 2,366,428 +652,804 +38%
Truist Financial
42
Truist Financial
North Carolina
$32.3M 2,324,528 -51,800 -2%
BC
43
Brio Consultants
California
$31.7M 2,279,088 +191,596 +9%
BPA
44
Beacon Pointe Advisors
California
$31.1M 2,238,296 +394,916 +21%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$30.4M 2,189,320 +128,020 +6%
KLI
46
Kelman-Lazarov Inc
Tennessee
$30.1M 2,164,428 +78,336 +4%
IA
47
IFP Advisors
Florida
$29M 1,524,392 +223,560 +17%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$28M 2,017,740 +99,820 +5%
US Bancorp
49
US Bancorp
Minnesota
$28M 2,016,076 +1,802,452 +844%
LFS
50
Legacy Financial Strategies
Kansas
$27.8M 2,000,484 +59,644 +3%
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