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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 %
MW
651
Marcum Wealth
Ohio
$266K +$266K +19,164 New
CA
652
CGN Advisors
Kansas
$266K -$1.78M -128,152 -87%
GCM
653
G2 Capital Management
Ohio
$265K -$44.6K -3,208 -14%
FC
654
Forte Capital
New York
$264K +$264K +19,008 New
CPSAC
655
Chas P. Smith & Associates (CPS)
Florida
$264K – – –
OWP
656
Obermeyer Wealth Partners
Colorado
$264K – – –
HKIMG
657
Hutchens & Kramer Investment Management Group
Indiana
$261K -$24.2K -1,744 -8%
OFG
658
Omega Financial Group
California
$260K +$41.3K +2,972 +19%
MI
659
Moneywise Inc
Virginia
$256K +$222 +16 +0.1%
SIMG
660
Sonora Investment Management Group
Arizona
$256K +$256K +18,444 New
AFA
661
Alpha Financial Advisors
North Carolina
$254K +$254K +18,288 New
CIBC Private Wealth Group
662
CIBC Private Wealth Group
Georgia
$253K -$181K -12,312 -42%
IAG
663
Ipsen Advisor Group
Arkansas
$253K +$253K +18,228 New
WP
664
Westmount Partners
California
$253K +$253K +18,220 New
FWM
665
Finer Wealth Management
Massachusetts
$251K +$8.22K +592 +3%
FCA
666
FinTrust Capital Advisors
South Carolina
$251K +$28K +2,016 +13%
BF
667
BOK Financial
Oklahoma
$250K +$36.9K +2,656 +17%
GLA
668
Good Life Advisors
Pennsylvania
$250K -$15.8K -1,136 -6%
TC
669
TownSquare Capital
Utah
$249K +$249K +17,932 New
IF
670
Intrua Financial
Texas
$246K -$62.2K -4,344 -20%
CAI
671
Capital Advisors Inc
Oklahoma
$243K -$77.8K -5,600 -24%
CFGSD
672
Compass Financial Group (South Dakota)
South Dakota
$242K +$242K +17,440 New
JIR
673
James Investment Research
Ohio
$241K -$3.73K -268 -2%
BWM
674
Baystate Wealth Management
Massachusetts
$241K +$227K +16,352 +1,597%
LF
675
Lantz Financial
Illinois
$237K – – –
25 26
27
28 29