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 %
CFO
726
CVA Family Office
Colorado
$161K +$56 +4 +0%
EWM
727
Evermay Wealth Management
Virginia
$159K +$2.61K +188 +2%
SL
728
Savior LLC
Massachusetts
$155K -$2K -144 -1%
AIM
729
Anchor Investment Management
South Carolina
$140K -$5.56K -400 -4%
HF
730
Halpern Financial
Virginia
$139K +$139K +10,000 New
CA
731
Clearstead Advisors
Ohio
$131K +$44K +3,164 +51%
CFB
732
Cullen/Frost Bankers
Texas
$124K -$18.3K -1,316 -13%
SFC
733
SYM Financial Corp
Indiana
$115K +$2.89K +208 +3%
TF
734
TimeScale Financial
Massachusetts
$112K – – –
PB
735
Pinnacle Bancorp
Nebraska
$112K +$3.29K +236 +3%
GT
736
Glenmede Trust
Pennsylvania
$108K – – –
RFA
737
Resurgent Financial Advisors
Georgia
$106K +$106K +7,608 New
EWM
738
Endurance Wealth Management
Rhode Island
$100K – – –
RCM
739
Raleigh Capital Management
North Carolina
$98.6K +$98.6K +7,096 New
PAI
740
Pittenger & Anderson Inc
Nebraska
$89.1K -$57.8K -4,160 -39%
BTI
741
Blue Trust Inc
Georgia
$88K – – –
GI
742
Gradient Investments
Minnesota
$82K – – –
GWSA
743
Global Wealth Strategies & Associates
Colorado
$80.3K +$80.3K +5,784 New
PK
744
Pflug Koory
Nebraska
$76K – – –
HBW
745
Hazlett, Burt & Watson
West Virginia
$73K +$55 +4 +0.1%
JFGIW
746
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K – – –
EA
747
Evolution Advisers
Virginia
$69K – – –
CWP
748
Concord Wealth Partners
Virginia
$68.5K +$68.5K +4,928 New
WCG
749
Wall Capital Group
Arizona
$65.1K +$65.1K +4,528 New
PA
750
PSI Advisors
Florida
$64.3K – – –
28 29
30
31 32