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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.

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
1
SEI Investments
Pennsylvania
$486M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$164M
3
MG
3
Mather Group
Illinois
$495M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$274M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$47.7M

Top Sellers

1
ML
1
McAdam LLC
Pennsylvania
$106M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$4.06M
3
OWM
3
Orgel Wealth Management
Wisconsin
$1.31M
4
GSIS
4
Global Strategic Investment Solutions
Arizona
$67.1M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$913M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
51
Gemmer Asset Management
California
$27.5M 1,980,536 +213,368 +12%
HWM
52
HB Wealth Management
Georgia
$26.3M 1,892,332 +483,628 +34%
AWM
53
Avior Wealth Management
Nebraska
$26.3M 1,890,872 -914,356 -33%
NFG
54
Nadler Financial Group
Illinois
$25.8M 1,854,184 +264,972 +17%
SWA
55
Stratos Wealth Advisors
Ohio
$25M 1,796,320 -34,124 -2%
AWS
56
AJ Wealth Strategies
New York
$24.8M 1,781,904 +1,336,320 +300%
RRWA
57
Rainey & Randall Wealth Advisors
Florida
$24.4M 1,755,204 +404,292 +30%
Cerity Partners
58
Cerity Partners
New York
$24.1M 1,731,640 +1,608,820 +1,310%
VWA
59
Visionary Wealth Advisors
Illinois
$23.8M 1,710,756 -4,232 -0.2%
CWA
60
Cornerstone Wealth Advisors
Minnesota
$23.5M 1,689,756 +68,584 +4%
I
61
INVST
Indiana
$22.9M 1,501,084 -76,236 -5%
TWP
62
Transparent Wealth Partners
Arkansas
$22.9M 1,650,164 -24,516 -1%
Wells Fargo
63
Wells Fargo
California
$22.9M 1,646,888 -759,592 -32%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$21.8M 1,571,036 -688,800 -30%
RWP
65
Revolve Wealth Partners
New Jersey
$21.7M 1,562,008 +4,936 +0.3%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$20.8M 1,496,940 +866,564 +137%
TWM
67
Triton Wealth Management
Arizona
$20M 1,371,908 -332,572 -20%
SWRP
68
Summit Wealth & Retirement Planning
California
$19.9M 1,435,076 -626,632 -30%
LBC
69
Lowe Brockenbrough & Co
Virginia
$19.9M 1,434,092 +236,296 +20%
MAG
70
Mokosak Advisory Group
Iowa
$19.6M 1,406,804 +33,320 +2%
NCMW
71
Northern Capital Management (Washington)
Washington
$19.4M 1,394,912 -34,396 -2%
MSFS
72
Main Street Financial Solutions
Pennsylvania
$19.2M 1,383,904 +126,192 +10%
VCA
73
Verdence Capital Advisors
Maryland
$19.2M 1,381,888 +814,512 +144%
SDWMA
74
Schneider Downs Wealth Management Advisors
Pennsylvania
$19.1M 1,372,564 +51,156 +4%
PMG
75
ProVise Management Group
Florida
$18.9M 1,359,000 -101,844 -7%
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