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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 %
AI
476
Accredited Investors
Minnesota
$588K +$2.78K +200 +0.5%
RGF
477
Retirement Guys Formula
Ohio
$582K +$1.83K +132 +0.3%
SG
478
StoneX Group
New York
$577K +$30.8K +2,220 +6%
CW
479
CIC Wealth
Maryland
$569K +$569K +40,996 New
PFA
480
Petra Financial Advisors
Colorado
$568K +$568K +40,864 New
KCM
481
Kathmere Capital Management
Pennsylvania
$567K +$223K +16,064 +65%
BWM
482
BCS Wealth Management
Tennessee
$566K +$69K +4,968 +14%
PIMG
483
Patriot Investment Management Group
Tennessee
$558K +$201K +13,128 +56%
WIC
484
Woodmont Investment Counsel
Tennessee
$549K -$579K -41,696 -51%
FWS
485
FinDec Wealth Services
California
$548K +$548K +39,448 New
WF
486
Wayfinding Financial
Washington
$541K -$142K -4,076 -21%
OC
487
Oarsman Capital
Wisconsin
$541K -$22.4K -1,612 -4%
CWM
488
Cedar Wealth Management
California
$540K -$56.9K -4,100 -10%
HWA
489
Hilltop Wealth Advisors
North Carolina
$533K +$84.6K +6,092 +19%
GBWM
490
Granite Bay Wealth Management
New Hampshire
$533K +$2.67K +192 +0.5%
KP
491
Keel Point
Alabama
$531K -$1.01M -72,920 -66%
FWM
492
Focused Wealth Management
New York
$531K -$427K -30,732 -45%
AMG
493
Asset Management Group
Connecticut
$530K +$722 +52 +0.1%
REMPR
494
Roof Eidam Maycock Peralta (REMP)
California
$526K +$526K +37,840 New
WWM
495
Windsor Wealth Management
Indiana
$525K -$193K -13,948 -27%
MOS
496
MGO One Seven
Ohio
$525K +$525K +37,780 New
WWA
497
WC Walker & Associates
California
$521K +$3.21K +212 +0.6%
OC
498
Oppenheimer & Co
New York
$514K +$198K +14,264 +63%
RWP
499
RWA Wealth Partners
Massachusetts
$507K +$507K +35,268 New
IRC
500
Investors Research Corp
Georgia
$506K +$51.4K +3,704 +11%
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