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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 %
CA
551
Calton & Associates
Florida
$398K +$195K +14,072 +96%
VAS
552
Valicenti Advisory Services
New York
$398K +$13.7K +988 +4%
EW
553
Element Wealth
Mississippi
$398K – – –
GWM
554
Gray Wealth Management
Maine
$397K -$1.06K -76 -0.3%
OAJ
555
Ogorek Anthony Joseph
New York
$395K +$222 +16 +0.1%
Goldman Sachs
556
Goldman Sachs
New York
$394K -$523K -37,672 -57%
TWA
557
TCI Wealth Advisors
Arizona
$390K +$23.5K +1,692 +6%
SAM
558
Silvercrest Asset Management
New York
$385K +$385K +27,728 New
GA
559
Goldstein Advisors
Wisconsin
$385K +$385K +27,688 New
API
560
Advisor Partners II
California
$385K – – –
AWE
561
Avidian Wealth Enterprises
Texas
$381K +$722 +52 +0.2%
LFAS
562
Level Four Advisory Services
Texas
$381K – – –
WFAG
563
Wescott Financial Advisory Group
Pennsylvania
$379K +$111 +8 +0%
CCM
564
Crew Capital Management
Ohio
$379K -$11.3K -816 -3%
SOS
565
Silver Oak Securities
Tennessee
$378K -$897K -64,484 -70%
ABC
566
Associated Banc-Corp
Wisconsin
$377K – – –
SFG
567
SevenBridge Financial Group
Pennsylvania
$374K +$14.9K +1,076 +4%
MWM
568
Mission Wealth Management
California
$371K +$26.8K +1,928 +8%
CB
569
Commerce Bank
Missouri
$368K – – –
DI
570
DFPG Investments
Utah
$368K +$368K +25,600 New
BPWM
571
Badgley Phelps Wealth Managers
Washington
$368K -$6.33K -456 -2%
NCM
572
Northwest Capital Management
Oregon
$367K +$611 +44 +0.2%
KeyBank National Association
573
KeyBank National Association
Ohio
$367K – – –
CIR
574
Clear Investment Research
Georgia
$366K +$4.11K +296 +1%
TSS
575
Two Sigma Securities
New York
$366K +$366K +26,320 New
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