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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 %
AWM
501
Aprio Wealth Management
Georgia
$505K -$7.83K -564 -2%
DWT
502
Dorsey & Whitney Trust
South Dakota
$503K -$59.4K -4,280 -11%
SBL
503
Sargent Bickham Lagudis
Colorado
$497K -$1.21M -86,776 -71%
FLA
504
Financial Life Advisors
Texas
$496K -$7.5K -540 -1%
PCMN
505
Paradigm Capital Management (Nevada)
Nevada
$493K -$3K -216 -0.6%
LAIC
506
Lederer & Associates Investment Counsel
California
$491K +$36K +2,588 +8%
CFG
507
Cooper Financial Group
California
$491K +$183K +13,196 +60%
LF
508
LifeSteps Financial
California
$490K -$27.2K -1,956 -5%
MTIC
509
Missouri Trust & Investment Company
Missouri
$489K -$243K -17,496 -33%
DW
510
Domani Wealth
Pennsylvania
$489K – – –
AOWM
511
Alpha Omega Wealth Management
Virginia
$489K +$1.39K +100 +0.3%
KA
512
Kovack Advisors
Florida
$486K +$167 +12 +0%
AP
513
Adero Partners
California
$480K -$379K -27,252 -44%
RIS
514
Retirement Income Solutions
Michigan
$479K – – –
WA
515
Wealth Architects
California
$478K – – –
EWM
516
Empirical Wealth Management
Washington
$478K -$254K -18,252 -35%
HL
517
HeadInvest LLC
Maine
$476K -$833 -60 -0.2%
WAG
518
Windsor Advisory Group
Ohio
$475K +$475K +34,184 New
AMCA
519
Arthur M. Cohen & Associates
Illinois
$474K – – –
NHT
520
New Hampshire Trust
New Hampshire
$472K +$472K +34,000 New
SIS
521
Strategic Investment Solutions
Illinois
$470K +$470K +29,360 New
WP
522
WealthPLAN Partners
Nebraska
$465K +$465K +29,428 New
DLCIG
523
D.L. Carlson Investment Group
New Hampshire
$464K -$323K -23,236 -41%
SAM
524
SignalPoint Asset Management
Missouri
$464K +$18.4K +1,324 +4%
WIM
525
WealthPlan Investment Management
Nebraska
$462K +$34.2K +2,176 +8%
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