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Schwab US Large-Cap Growth ETF
SCHG

861 hedge funds and large institutions have $7.96B 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, 264 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $979K

165% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 51

28% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 264

9% more capital invested

Capital invested by funds: $7.29B → $7.96B (+$669M)

9% more funds holding

Funds holding: 791 → 861 (+70)

8.03% more ownership

Funds ownership: 224.06% → 232.09% (+8%)

6% more funds holding in top 10

Funds holding in top 10: 113 → 120 (+7)

Holders
861
Holders Change
+70
Holders Change %
+8.85%
% of All Funds
13.84%
Holding in Top 10
120
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.19%
% of All Funds
1.93%
New
135
Increased
339
Reduced
264
Closed
51
Calls
$4.21M
Puts
$979K
Net Calls
+$3.23M
Net Calls Change
+$810K

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$81.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$72.6M
3
MG
Mather Group
Illinois
+$67.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58.5M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$49.4M

Top Sellers

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
-$82.9M
2
OWM
Orgel Wealth Management
Wisconsin
-$56.8M
3
GSIS
Global Strategic Investment Solutions
Arizona
-$48.8M
4
ML
McAdam LLC
Pennsylvania
-$43.4M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$24.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
576
Clear Investment Research
Georgia
$366K +$4.26K +296 +1%
TSS
577
Two Sigma Securities
New York
$366K +$378K +26,320 New
CWC
578
Carolinas Wealth Consulting
North Carolina
$362K – – –
TPWM
579
Twelve Points Wealth Management
Massachusetts
$361K – – –
FWI
580
Facet Wealth Inc
Maryland
$356K +$330K +22,980 New
WCM
581
Whitener Capital Management
North Carolina
$355K -$66.8K -4,648 -15%
GKWIM
582
Gerber Kawasaki Wealth & Investment Management
California
$349K +$115K +8,000 +47%
SFG
583
Synergy Financial Group
California
$346K -$27.7K -1,928 -7%
GCM
584
Gallacher Capital Management
Colorado
$345K +$357K +24,852 New
RJT
585
Raymond James Trust
Florida
$345K +$357K +24,864 New
MWM
586
MBE Wealth Management
Wisconsin
$345K +$4.31K +300 +1%
TF
587
Trek Financial
Arizona
$344K -$12.3K -856 -3%
RWM
588
RBA Wealth Management
California
$339K +$21.2K +1,476 +6%
AWM
589
Accurate Wealth Management
Florida
$334K +$341K +23,700 New
SIA
590
Soltis Investment Advisors
Utah
$333K – – –
SCM
591
SOL Capital Management
Maryland
$330K +$4.31K +300 +1%
RMA
592
Roffman Miller Associates
Pennsylvania
$330K -$2.3K -160 -0.7%
AWA
593
Arkadios Wealth Advisors
Georgia
$329K +$48.1K +3,344 +16%
HWA
594
Heritage Wealth Advisors
Virginia
$325K – – –
DCM
595
Donaldson Capital Management
Indiana
$325K – – –
TPW
596
Tiller Private Wealth
Pennsylvania
$318K – – –
BC
597
Burney Company
Virginia
$318K +$329K +22,904 New
MFG
598
Merit Financial Group
Georgia
$317K +$58.8K +4,088 +22%
EK
599
Evensky & Katz
Florida
$317K – – –
SA
600
SRH Advisors
Kansas
$316K – – –
22 23
24
25 26

SCHG Hedge Fund Activity: Q4 2022 in Review

861 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2022, worth a combined $7.96B — up 9.2% from $7.29B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new SCHG positions and 51 closed out — a net gain of 84 holders — while 339 added to existing stakes and 264 trimmed.

The largest buyer was SEI Investments, adding an estimated $81.3M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $82.9M.

  • 861 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2022, up from 791 in Q3 2022.
  • Funds reported $7.96B of Schwab US Large-Cap Growth ETF stock for Q4 2022, up 9.2% quarter-over-quarter.
  • 135 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2022 and 51 closed out, a net change of +84 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2022 was SEI Investments, an estimated $81.3M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2022 was Retirement Planning Group (Kansas), an estimated $82.9M sold.

Based on aggregated 13F filings for Q4 2022.