SCHG icon

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 %
TW
626
Transform Wealth
Colorado
$287K +$287K +20,664 New
MAC
627
Mason & Associates (California)
California
$286K -$10.1K -728 -3%
AWM
628
Abound Wealth Management
Tennessee
$286K +$9.78K +704 +4%
TP
629
Tranquility Partners
Tennessee
$285K – – –
IF
630
Integrity Financial
Wyoming
$285K +$59.9K +4,316 +27%
CCG
631
Coastwise Capital Group
California
$285K +$53.8K +3,876 +23%
WLIM
632
White Lighthouse Investment Management
Massachusetts
$284K +$284K +20,480 New
GG
633
Greenwood Gearhart
Arkansas
$284K +$21.4K +1,544 +8%
IWA
634
IVC Wealth Advisors
Pennsylvania
$283K – – –
FPF
635
First Pacific Financial
Washington
$283K +$283K +20,352 New
AFA
636
Atlas Financial Advisors
California
$277K +$45.4K +3,272 +20%
SW
637
SMART Wealth
Nebraska
$277K +$277K +19,928 New
ZIM
638
Zacks Investment Management
Illinois
$275K -$7.72K -556 -3%
1832 Asset Management
639
1832 Asset Management
Ontario, Canada
$274K – – –
MPWT
640
MassMutual Private Wealth & Trust
Connecticut
$274K +$143K +10,264 +109%
BDFN
641
Bond & Devick Financial Network
Minnesota
$274K -$4.78K -344 -2%
PGAM
642
Princeton Global Asset Management
New Jersey
$272K – – –
AA
643
Argent Advisors
Louisiana
$272K – – –
BAWC
644
Boyce & Associates Wealth Consulting
Texas
$269K +$5.83K +420 +2%
SHJ
645
Sharkey, Howes & Javer
Colorado
$268K – – –
PAM
646
Private Asset Management
California
$268K – – –
SEIA
647
Signature Estate & Investment Advisors
California
$267K +$267K +19,196 New
PA
648
Parallel Advisors
California
$267K -$56 -4 -0%
ACM
649
AlphaStar Capital Management
North Carolina
$267K +$5.95K +428 +2%
RC
650
Roundview Capital
New Jersey
$266K – – –
24 25
26
27 28