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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 %
CWC
576
Carolinas Wealth Consulting
North Carolina
$362K – – –
TPWM
577
Twelve Points Wealth Management
Massachusetts
$361K – – –
FWI
578
Facet Wealth Inc
Maryland
$356K +$356K +22,980 New
WCM
579
Whitener Capital Management
North Carolina
$355K -$64.6K -4,648 -15%
GKWIM
580
Gerber Kawasaki Wealth & Investment Management
California
$349K +$111K +8,000 +47%
SFG
581
Synergy Financial Group
California
$346K -$26.8K -1,928 -7%
GCM
582
Gallacher Capital Management
Colorado
$345K +$345K +24,852 New
RJT
583
Raymond James Trust
Florida
$345K +$345K +24,864 New
MWM
584
MBE Wealth Management
Wisconsin
$345K +$4.17K +300 +1%
TF
585
Trek Financial
Arizona
$344K -$11.9K -856 -3%
RWM
586
RBA Wealth Management
California
$339K +$20.5K +1,476 +6%
AWM
587
Accurate Wealth Management
Florida
$334K +$334K +23,700 New
SIA
588
Soltis Investment Advisors
Utah
$333K – – –
SCM
589
SOL Capital Management
Maryland
$330K +$4.17K +300 +1%
RMA
590
Roffman Miller Associates
Pennsylvania
$330K -$2.22K -160 -0.7%
AWA
591
Arkadios Wealth Advisors
Georgia
$329K +$46.5K +3,344 +16%
HWA
592
Heritage Wealth Advisors
Virginia
$325K – – –
DCM
593
Donaldson Capital Management
Indiana
$325K – – –
TPW
594
Tiller Private Wealth
Pennsylvania
$318K – – –
BC
595
Burney Company
Virginia
$318K +$318K +22,904 New
MFG
596
Merit Financial Group
Georgia
$317K +$56.8K +4,088 +22%
EK
597
Evensky & Katz
Florida
$317K – – –
SA
598
SRH Advisors
Kansas
$316K – – –
GLA
599
Great Lakes Advisors
Illinois
$315K – – –
KA
600
Klingman & Associates
New York
$313K -$6.45K -464 -2%
22 23
24
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