SCHG icon

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 %
AWM
826
Accel Wealth Management
Iowa
$6.11K – – –
FMB
827
Field & Main Bank
Kentucky
$5.83K +$5.83K +420 New
AC
828
AlphaCore Capital
California
$5.81K – – –
KFI
829
Key Financial Inc
Pennsylvania
$5.58K – – –
LFA
830
LGT Financial Advisors
Texas
$4.97K +$4.97K +356 New
AAP
831
Arax Advisory Partners
Colorado
$4.79K – – –
BCMIO
832
Beacon Capital Management Inc (Ohio)
Ohio
$4.17K +$1.61K +116 +63%
EWA
833
EverSource Wealth Advisors
Alabama
$4.06K – – –
CSB
834
City State Bank
Iowa
$4K – – –
CMA
835
Cedar Mountain Advisors
Oregon
$3.67K – – –
CAM
836
Costello Asset Management
Pennsylvania
$3.56K – – –
NFSG
837
Newbridge Financial Services Group
Florida
$3.56K – – –
FMP
838
Financial Management Professionals
Texas
$3K – – –
MSFP
839
Mark Sheptoff Financial Planning
Connecticut
$2.45K – – –
AA
840
Addison Advisors
Vermont
$2.22K – – –
HMS
841
Hanseatic Management Services
New Mexico
$2K +$1.6K +96 +400%
QCG
842
Quadrant Capital Group
Ohio
$1.67K +$1.67K +120 New
WWM
843
Wolff Wiese Magana
California
$1.56K -$36.9K -2,656 -96%
RWPA
844
Richard W. Paul & Associates
Michigan
$1.45K +$1.45K +104 New
CAS
845
Coppell Advisory Solutions
Texas
$1.22K +$1.22K +88 New
CASC
846
Coppell Advisory Solutions Corp
Texas
$1.22K +$1.22K +88 New
WWM
847
Wagner Wealth Management
South Carolina
$1.17K +$889 +64 +320%
HS
848
Horan Securities
United States
$1.12K – – –
MA
849
Montag & Associates
Georgia
$1.11K – – –
LFA
850
Level Financial Advisors
New York
$1K – – –
32 33
34
35 36