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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 %
LFP
526
Leeward Financial Partners
Washington
$462K -$2.96M -212,936 -86%
LJAC
527
L.J. Altfest & Co
New York
$461K -$117K -8,388 -20%
RIM
528
Regent Investment Management
Kentucky
$458K +$6.67K +480 +1%
AO
529
Advisor OS
Illinois
$456K -$286K -20,608 -39%
FFA
530
First Foundation Advisors
California
$451K +$451K +32,472 New
TRCT
531
Tower Research Capital (TRC)
New York
$450K +$449K +32,264 +33,608%
DWM
532
Destination Wealth Management
California
$444K -$171K -12,344 -28%
DWM
533
Dakota Wealth Management
Florida
$443K +$10.6K +764 +2%
MA
534
MONECO Advisors
Connecticut
$438K +$34.9K +2,516 +9%
KIA
535
KCM Investment Advisors
California
$431K -$13.3K -960 -3%
WANY
536
Wealthspire Advisors (New York)
New York
$428K -$167 -12 -0%
SWA
537
Sutton Wealth Advisors
Florida
$424K -$23.7K -1,704 -5%
AFS
538
Access Financial Services
Minnesota
$418K – – –
CBFP
539
Cedar Brook Financial Partners
Ohio
$417K -$59.3K -4,272 -12%
Bessemer Group
540
Bessemer Group
New Jersey
$416K +$295K +21,216 +243%
BFG
541
Beacon Financial Group
Texas
$411K +$138K +9,900 +50%
FWCM
542
Ferguson Wellman Capital Management
Oregon
$410K – – –
LWM
543
Ledge Wealth Management
Minnesota
$407K -$303K -21,824 -43%
LFS
544
Lutz Financial Services
Nebraska
$405K -$18.8K -1,356 -4%
SFWA
545
Summit Financial Wealth Advisors
Louisiana
$403K +$20K +1,440 +5%
CIP
546
Capital Insight Partners
Arizona
$403K -$120K -8,624 -23%
CSIC
547
Clifford Swan Investment Counsel
California
$402K – – –
CWM
548
Cabot Wealth Management
Massachusetts
$401K +$8K +576 +2%
MWM
549
Modera Wealth Management
New Jersey
$401K +$111 +8 +0%
LRPA
550
L. Roy Papp & Associates
Arizona
$400K – – –
20 21
22
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