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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 %
SSG
851
Summit Securities Group
New York
$1K +$1K +80 New
HR
852
Howe & Rusling
New York
$782 – – –
HCP
853
Hexagon Capital Partners
Arkansas
$444 – – –
CCMW
854
Cypress Capital Management (Wyoming)
Wyoming
$222 – – –
BA
855
Bellwether Advisors
Nebraska
$166 +$166 +12 New
NC
856
NewSquare Capital
Pennsylvania
$158 – – –
First Manhattan
857
First Manhattan
New York
$55 -$22.6K -1,644 -100%
MA
858
MUFG Americas
New York
– -$26.5M -1,896,524 Closed
GM
859
GeoWealth Management
Illinois
– -$4.72M -338,500 Closed
TNA
860
True North Advisors
Texas
– -$4.51M -323,520 Closed
CCM
861
Ciovacco Capital Management
Georgia
– -$2.22M -158,864 Closed
DWM
862
Dopkins Wealth Management
New York
– -$2.1M -150,756 Closed
BDWCC
863
B&D White Capital Company
Texas
– -$1.84M -131,764 Closed
SWM
864
Scissortail Wealth Management
Oklahoma
– -$1.72M -123,960 Closed
Renaissance Technologies
865
Renaissance Technologies
New York
– -$1.33M -95,200 Closed
HFA
866
Highland Financial Advisors
New Jersey
– -$1.3M -93,272 Closed
FNBOO
867
First National Bank of Omaha
Nebraska
– -$1.24M -88,912 Closed
SA
868
Shilanski & Associates
Alaska
– -$1.18M -84,816 Closed
BFA
869
BMS Financial Advisors
South Dakota
– -$1.09M -78,244 Closed
ACG
870
Allen Capital Group
Nebraska
– -$835K -59,852 Closed
Marshall Wace
871
Marshall Wace
United Kingdom
– -$775K -55,600 Closed
CWA
872
Clarus Wealth Advisors
Arizona
– -$762K -54,684 Closed
Citadel Advisors
873
Citadel Advisors
Florida
– -$739K -52,972 Closed
Millennium Management
874
Millennium Management
New York
– -$617K -44,228 Closed
LWMT
875
Legacy Wealth Management (Tennessee)
Tennessee
– -$602K -43,120 Closed
33 34
35
36 37