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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
GI
826
GS Investments
Minnesota
$8.33K +$8.63K +600 New
MRCM
827
M&R Capital Management
New Jersey
$6.5K +$6.73K +468 New
AWM
828
Accel Wealth Management
Iowa
$6.11K – – –
FMB
829
Field & Main Bank
Kentucky
$5.83K +$6.04K +420 New
AC
830
AlphaCore Capital
California
$5.81K – – –
KFI
831
Key Financial Inc
Pennsylvania
$5.58K – – –
LFA
832
LGT Financial Advisors
Texas
$4.97K +$5.12K +356 New
AAP
833
Arax Advisory Partners
Colorado
$4.79K – – –
BCMIO
834
Beacon Capital Management Inc (Ohio)
Ohio
$4.17K +$1.67K +116 +63%
EWA
835
EverSource Wealth Advisors
Alabama
$4.06K – – –
CSB
836
City State Bank
Iowa
$4K – – –
CMA
837
Cedar Mountain Advisors
Oregon
$3.67K – – –
CAM
838
Costello Asset Management
Pennsylvania
$3.56K – – –
NFSG
839
Newbridge Financial Services Group
Florida
$3.56K – – –
FMP
840
Financial Management Professionals
Texas
$3K – – –
MSFP
841
Mark Sheptoff Financial Planning
Connecticut
$2.44K – – –
AA
842
Addison Advisors
Vermont
$2.22K – – –
HMS
843
Hanseatic Management Services
New Mexico
$2K +$1.38K +96 +400%
QCG
844
Quadrant Capital Group
Ohio
$1.67K +$1.73K +120 New
WWM
845
Wolff Wiese Magana
California
$1.56K -$38.2K -2,656 -96%
RWPA
846
Richard W. Paul & Associates
Michigan
$1.45K +$1.5K +104 New
CAS
847
Coppell Advisory Solutions
Texas
$1.22K +$1.26K +88 New
CASC
848
Coppell Advisory Solutions Corp
Texas
$1.22K +$1.26K +88 New
WWMSC
849
Wagner Wealth Management (South Carolina)
South Carolina
$1.17K +$920 +64 +320%
HS
850
Horan Securities
United States
$1.12K – – –
32 33
34
35 36

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.