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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 %
OSAM
776
O'Shaughnessy Asset Management
Connecticut
$37.3K +$56 +4 +0.1%
ACA
777
Atlas Capital Advisors
Wyoming
$37K – – –
CCA
778
Column Capital Advisors
Indiana
$36.5K +$56 +4 +0.2%
WOSD
779
WFA of San Diego
California
$35.1K +$35.1K +2,528 New
National Bank of Canada
780
National Bank of Canada
Quebec, Canada
$33.5K -$24.4K -1,760 -42%
EWM
781
EPG Wealth Management
Georgia
$31.3K – – –
KA
782
Kozak & Associates
Colorado
$31K – – –
CHC
783
City Holding Co
West Virginia
$30.1K – – –
PP
784
PrairieView Partners
Minnesota
$30K +$30K +2,220 New
WT
785
Washington Trust
Rhode Island
$29.4K – – –
MWC
786
MBM Wealth Consultants
Missouri
$28K – – –
BAM
787
Bellevue Asset Management
Washington
$27.5K – – –
WTC
788
WhitTier Trust Company
Nevada
$26.7K – – –
TCWA
789
Ten Capital Wealth Advisors
Washington
$26.4K – – –
RDFA
790
Ritter Daniher Financial Advisory
Ohio
$25.8K +$2.11K +152 +9%
MWM
791
Mascoma Wealth Management
New Hampshire
$25.6K +$25.6K +1,840 New
HWM
792
HighMark Wealth Management
Minnesota
$25K +$56 +4 +0.2%
CCMI
793
Creative Capital Management Investments
California
$25K +$25K +1,824 New
WPA
794
West Paces Advisors
Georgia
$24.3K – – –
TAIM
795
TD Ameritrade Investment Management
Nebraska
$24K – – –
FHA
796
First Horizon Advisors
Tennessee
$23.8K -$132K -9,536 -85%
CG
797
Cutler Group
California
$22K -$77.2K -5,604 -78%
CAL
798
Capital Analysts LLC
Pennsylvania
$21K – – –
FCB
799
First Command Bank
Texas
$19K – – –
FCFS
800
First Command Financial Services
Texas
$19K – – –
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32
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