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

Top Sellers

1
ML
McAdam LLC
Pennsylvania
$106M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
$4.06M
3
OWM
Orgel Wealth Management
Wisconsin
$1.31M
4
GSIS
Global Strategic Investment Solutions
Arizona
$67.1M
5
Financial Engines Advisors
Financial Engines Advisors
California
$913M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
751
BlackRock
New York
$63K -$4.72K -340 -7%
AW
752
Avion Wealth
Texas
$62K – – –
IGWM
753
ICA Group Wealth Management
Colorado
$61.9K +$61.9K +4,456 New
LFG
754
Larson Financial Group
Missouri
$61.7K +$3.44K +248 +6%
AIA
755
Armor Investment Advisors
North Carolina
$60.6K -$49.4K -3,556 -45%
MLA
756
MB, Levis & Associates
Pennsylvania
$55.2K +$55.2K +3,972 New
LWP
757
Laurel Wealth Planning
Minnesota
$55.1K – – –
TCM
758
Tradewinds Capital Management
Washington
$54.9K – – –
DI
759
Disciplined Investments
Oklahoma
$54.5K +$56 +4 +0.1%
CPFP
760
Clear Perspectives Financial Planning
Ohio
$50K -$98K -7,052 -66%
Simplex Trading
761
Simplex Trading
Illinois
$47K -$39.9K -2,916 -46%
MAWCM
762
Mine & Arao Wealth Creation & Management
California
$46.7K – – –
LWANC
763
Laurel Wealth Advisors (North Carolina)
North Carolina
$46.6K -$2K -144 -4%
SCA
764
Stonebridge Capital Advisors
Minnesota
$45.5K +$2.72K +196 +6%
BFPW
765
BOK Financial Private Wealth
Colorado
$45K – – –
CTB
766
Country Trust Bank
Illinois
$44.3K – – –
AIP
767
Ameritas Investment Partners
Nebraska
$43.4K – – –
BSB
768
Bangor Savings Bank
Maine
$43K -$2.12K -152 -5%
SMA
769
Sage Mountain Advisors
Georgia
$42.2K +$56 +4 +0.1%
TCM
770
TD Capital Management
Tennessee
$41.3K -$15.2K -1,096 -27%
JHCP
771
Jackson Hole Capital Partners
Oklahoma
$40K – – –
Citigroup
772
Citigroup
New York
$39.1K +$30.9K +2,228 +382%
BCMLT
773
Beacon Capital Management LLC (Tennessee)
Tennessee
$39K -$3.33K -240 -8%
BCM
774
Blume Capital Management
California
$38.9K – – –
VWM
775
Valley Wealth Managers
New Jersey
$37.6K – – –
29 30
31
32 33