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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 %
RWM
701
Ritholtz Wealth Management
New York
$210K -$141K -10,156 -40%
IC
702
IEQ Capital
California
$209K +$333 +24 +0.2%
IWM
703
Iams Wealth Management
Nebraska
$208K +$208K +14,976 New
EWMCB
704
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$207K +$207K +14,908 New
AFG
705
Albion Financial Group
Utah
$206K -$27.1K -1,948 -12%
AF
706
Allworth Financial
California
$205K +$32.7K +2,352 +19%
PCA
707
Personal Capital Advisors
California
$205K +$205K +14,760 New
FLPIM
708
F.L. Putnam Investment Management
Massachusetts
$204K +$204K +14,716 New
GWANC
709
Guardian Wealth Advisors (North Carolina)
North Carolina
$204K +$3.78K +272 +2%
ACA
710
Aptus Capital Advisors
Alabama
$204K -$13.2K -952 -6%
SHA
711
Seneca House Advisors
Virginia
$204K +$204K +14,652 New
AWC
712
Adamsbrown Wealth Consultants
Kansas
$203K -$62.7K -4,512 -24%
Bank of Montreal
713
Bank of Montreal
Ontario, Canada
$202K +$68.1K +4,864 +51%
RG
714
Retirement Group
California
$201K +$86.1K +6,200 +75%
DAM
715
Delta Asset Management
Tennessee
$201K – – –
GFWA
716
Grey Fox Wealth Advisors
Delaware
$200K +$200K +14,408 New
HWM
717
Hohimer Wealth Management
Washington
$200K – – –
HI
718
Hoey Investments
Pennsylvania
$197K -$1.78K -128 -0.9%
FFA
719
Farther Finance Advisors
California
$185K +$185K +13,296 New
GWS
720
Glassman Wealth Services
Virginia
$183K – – –
KM
721
Kalos Management
Georgia
$177K +$177K +12,740 New
SWA
722
SOA Wealth Advisors
New York
$175K -$13.4K -968 -7%
SWM
723
Spire Wealth Management
Virginia
$172K +$3.22K +232 +2%
PMFA
724
Plante Moran Financial Advisors
Michigan
$167K +$32.2K +2,316 +24%
VCM
725
Vigilant Capital Management
Maine
$161K +$161K +11,600 New
27 28
29
30 31