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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 %
DFG
676
Delta Financial Group
New Jersey
$236K +$236K +17,188 New
PWM
677
Praetorian Wealth Management
California
$235K -$18.2K -1,312 -7%
AAS
678
Annex Advisory Services
Wisconsin
$235K -$56 -4 -0%
SW
679
SteelPeak Wealth
California
$234K +$167 +12 +0.1%
AG
680
Advocate Group
Minnesota
$234K +$234K +16,848 New
GWA
681
Geometric Wealth Advisors
District of Columbia
$232K – – –
TA
682
Tactive Advisors
Florida
$230K +$230K +16,540 New
CFO
683
Collective Family Office
Pennsylvania
$229K -$280K -20,184 -55%
SI
684
Stephens Inc
Arkansas
$226K -$35.6K -2,560 -14%
Bank of New York Mellon
685
Bank of New York Mellon
New York
$225K +$56 +4 +0%
FPW
686
Flagship Private Wealth
Massachusetts
$223K – – –
IF
687
Ironwood Financial
Arizona
$223K +$223K +16,068 New
AIM
688
AHL Investment Management
Florida
$223K -$15.1K -1,084 -6%
AMM
689
American Money Management
California
$222K +$222 +16 +0.1%
LA
690
Lindenwold Advisors
Pennsylvania
$221K +$221K +15,880 New
MC
691
Montag & Caldwell
Georgia
$220K -$214K -15,372 -49%
BWA
692
Beam Wealth Advisors
Louisiana
$219K +$219K +15,804 New
ACA
693
Ascension Capital Advisors
Texas
$219K +$1.89K +136 +0.9%
PAMG
694
Patton Albertson Miller Group
Tennessee
$217K -$29.1K -2,096 -12%
SSWM
695
Smith Salley Wealth Management
North Carolina
$215K -$11.7K -840 -5%
BCIM
696
Bishop & Co Investment Management
Pennsylvania
$213K -$221K -15,920 -51%
VHAM
697
Van Hulzen Asset Management
California
$213K +$777 +56 +0.4%
WCFA
698
Walkner Condon Financial Advisors
Wisconsin
$213K +$213K +15,328 New
WW
699
Waterfront Wealth
Kansas
$212K – – –
AGA
700
Arkos Global Advisors
Texas
$211K – – –
26 27
28
29 30