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Schwab US Large-Cap Growth ETF
SCHG

861 hedge funds and large institutions have $7.96B 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, 264 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $4.21M | Put options by funds: $979K

165% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 51

28% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 264

9% more capital invested

Capital invested by funds: $7.29B → $7.96B (+$669M)

9% more funds holding

Funds holding: 791 → 861 (+70)

8.03% more ownership

Funds ownership: 224.06% → 232.09% (+8%)

6% more funds holding in top 10

Funds holding in top 10: 113 → 120 (+7)

Holders
861
Holders Change
+70
Holders Change %
+8.85%
% of All Funds
13.84%
Holding in Top 10
120
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.19%
% of All Funds
1.93%
New
135
Increased
339
Reduced
264
Closed
51
Calls
$4.21M
Puts
$979K
Net Calls
+$3.23M
Net Calls Change
+$810K

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$81.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$72.6M
3
MG
Mather Group
Illinois
+$67.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58.5M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$49.4M

Top Sellers

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
-$82.9M
2
OWM
Orgel Wealth Management
Wisconsin
-$56.8M
3
GSIS
Global Strategic Investment Solutions
Arizona
-$48.8M
4
ML
McAdam LLC
Pennsylvania
-$43.4M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$24.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
776
Blume Capital Management
California
$38.9K – – –
VWM
777
Valley Wealth Managers
New Jersey
$37.6K – – –
OSAM
778
O'Shaughnessy Asset Management
Connecticut
$37.3K +$58 +4 +0.1%
ACA
779
Atlas Capital Advisors
Wyoming
$37K – – –
CCA
780
Column Capital Advisors
Indiana
$36.5K +$58 +4 +0.2%
WOSD
781
WFA of San Diego
California
$35.1K +$36.3K +2,528 New
National Bank of Canada
782
National Bank of Canada
Quebec, Canada
$33.5K -$25.3K -1,760 -42%
EWM
783
EPG Wealth Management
Georgia
$31.3K – – –
KA
784
Kozak & Associates
Colorado
$31K – – –
CHC
785
City Holding Co
West Virginia
$30.1K – – –
PP
786
PrairieView Partners
Minnesota
$30K +$31.9K +2,220 New
WT
787
Washington Trust
Rhode Island
$29.4K – – –
MWC
788
MBM Wealth Consultants
Missouri
$28K – – –
BAM
789
Bellevue Asset Management
Washington
$27.5K – – –
WTC
790
WhitTier Trust Company
Nevada
$26.7K – – –
TCWA
791
Ten Capital Wealth Advisors
Washington
$26.4K – – –
RDFA
792
Ritter Daniher Financial Advisory
Ohio
$25.8K +$2.19K +152 +9%
MWM
793
Mascoma Wealth Management
New Hampshire
$25.6K +$26.5K +1,840 New
HWM
794
HighMark Wealth Management
Minnesota
$25K +$58 +4 +0.2%
CCMI
795
Creative Capital Management Investments
California
$25K +$26.2K +1,824 New
WPA
796
West Paces Advisors
Georgia
$24.3K – – –
TAIM
797
TD Ameritrade Investment Management
Nebraska
$24K – – –
FHA
798
First Horizon Advisors
Tennessee
$23.8K -$137K -9,536 -85%
CG
799
Cutler Group
California
$22K -$80.6K -5,604 -78%
CAL
800
Capital Analysts LLC
Pennsylvania
$21K – – –
30 31
32
33 34

SCHG Hedge Fund Activity: Q4 2022 in Review

861 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2022, worth a combined $7.96B — up 9.2% from $7.29B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new SCHG positions and 51 closed out — a net gain of 84 holders — while 339 added to existing stakes and 264 trimmed.

The largest buyer was SEI Investments, adding an estimated $81.3M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $82.9M.

  • 861 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2022, up from 791 in Q3 2022.
  • Funds reported $7.96B of Schwab US Large-Cap Growth ETF stock for Q4 2022, up 9.2% quarter-over-quarter.
  • 135 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2022 and 51 closed out, a net change of +84 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2022 was SEI Investments, an estimated $81.3M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2022 was Retirement Planning Group (Kansas), an estimated $82.9M sold.

Based on aggregated 13F filings for Q4 2022.