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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 %
FCMT
801
Founders Capital Management (Texas)
Texas
$19K +$55 +4 +0.3%
CTC
802
Central Trust Company
Missouri
$18K -$108K -7,768 -86%
CT
803
Cambridge Trust
Massachusetts
$17K +$17K +1,208 New
JFA
804
JNBA Financial Advisors
Minnesota
$16.4K – – –
PFM
805
Phillips Financial Management
Indiana
$14.1K – – –
CYG
806
Clean Yield Group
Vermont
$14K – – –
JFG
807
JDM Financial Group
Texas
$13.2K +$13.2K +952 New
C
808
Covestor
United Kingdom
$13K +$439 +32 +3%
FFA
809
Fairfield Financial Advisors
Massachusetts
$12.9K – – –
ZIG
810
Zullo Investment Group
Pennsylvania
$12.7K +$12.7K +916 New
SSB
811
Sandy Spring Bank
Maryland
$12.2K – – –
MBFW
812
Morton Brown Family Wealth
Pennsylvania
$12.1K – – –
OIA
813
Optimum Investment Advisors
Illinois
$12.1K – – –
TFGT
814
TS Financial Group (TSFG)
Illinois
$12K – – –
PCA
815
Providence Capital Advisors
North Carolina
$11.7K -$47.6K -3,424 -80%
FWA
816
FSC Wealth Advisors
New York
$11.2K – – –
SIC
817
Salem Investment Counselors
North Carolina
$11.1K – – –
TFA
818
Toth Financial Advisory
Virginia
$11K +$2.89K +208 +36%
BWA
819
BDO Wealth Advisors
Florida
$10.8K -$33.3K -2,396 -76%
WA
820
Win Advisors
Florida
$10.5K -$8.45K -608 -45%
HIA
821
Harbor Investment Advisory
Maryland
$10.2K – – –
PO
822
Private Ocean
California
$8.94K +$56 +4 +0.6%
AWM
823
Aberdeen Wealth Management
Illinois
$8.33K – – –
GI
824
GS Investments
Minnesota
$8.33K +$8.33K +600 New
MRCM
825
M&R Capital Management
New Jersey
$6.5K +$6.5K +468 New
31 32
33
34 35