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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 %
SQA
601
Simon Quick Advisors
New Jersey
$313K +$445 +32 +0.1%
AA
602
Apriem Advisors
California
$312K -$22.4K -1,616 -7%
FFS
603
Founders Financial Securities
Maryland
$312K +$49.8K +3,584 +19%
RW
604
Reframe Wealth
Virginia
$310K +$310K +22,288 New
CDIA
605
Capital Directions Investment Advisors
Georgia
$310K +$310K +22,288 New
CIA
606
Capital Investment Advisors
Georgia
$309K -$12.6K -904 -4%
PCM
607
Pennsylvania Capital Management
Pennsylvania
$309K -$2.3K -160 -0.7%
GWM
608
GDS Wealth Management
Texas
$309K – – –
WPC
609
Wedmont Private Capital
Pennsylvania
$306K +$306K +22,072 New
CS
610
Capital Square
Tennessee
$305K – – –
CAM
611
Cubic Asset Management
Massachusetts
$303K – – –
WRPWM
612
Werba Rubin Papier Wealth Management
California
$300K +$300K +21,568 New
PFP
613
Pinnacle Financial Partners
Tennessee
$298K +$5.45K +392 +2%
WP
614
WealthSource Partners
California
$298K -$111K -7,964 -27%
CAWM
615
Capital Advisors Wealth Management
Washington
$298K +$298K +21,436 New
FHA
616
Flagship Harbor Advisors
Massachusetts
$296K +$444 +32 +0.2%
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$296K – – –
FRA
618
Front Row Advisors
California
$295K -$59.5K -4,280 -17%
APW
619
Aurora Private Wealth
New Jersey
$294K -$10.9K -784 -4%
NG
620
NWK Group
California
$293K – – –
ICG
621
InterOcean Capital Group
Tennessee
$292K +$56 +4 +0%
GC
622
Gratus Capital
Georgia
$292K +$56 +4 +0%
C
623
CEDRUS
Colorado
$291K +$291K +20,936 New
Fifth Third Bancorp
624
Fifth Third Bancorp
Ohio
$288K +$3.78K +272 +1%
AWA
625
Acorn Wealth Advisors
Michigan
$288K -$8.39K -604 -3%
23 24
25
26 27