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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 %
UWM
876
USAdvisors Wealth Management
Minnesota
– -$588K -42,128 Closed
SFO
877
Stokes Family Office
Louisiana
– -$538K -38,536 Closed
PFA
878
Pathway Financial Advisors
Vermont
– -$516K -37,000 Closed
FIM
879
Freedom Investment Management
Connecticut
– -$430K -30,824 Closed
WPW
880
Warther Private Wealth
Ohio
– -$376K -26,968 Closed
DACG
881
Donor Advised Charitable Giving
California
– -$337K -24,156 Closed
GC
882
Grimes & Company
Massachusetts
– -$326K -23,332 Closed
TFS
883
Thoroughbred Financial Services
Tennessee
– -$297K -21,308 Closed
NP
884
NorthRock Partners
Minnesota
– -$280K -20,064 Closed
CP
885
Camelot Portfolios
Ohio
– -$273K -19,556 Closed
RFC
886
Regions Financial Corp
Alabama
– -$265K -18,984 Closed
TI
887
Truepoint Inc
Ohio
– -$258K -18,472 Closed
BBA
888
BLB&B Advisors
Pennsylvania
– -$247K -17,708 Closed
Qube Research & Technologies (QRT)
889
Qube Research & Technologies (QRT)
United Kingdom
– -$240K -17,212 Closed
HIP
890
HUB Investment Partners
Texas
– -$217K -15,584 Closed
WG
891
Welch Group
Alabama
– -$215K -15,384 Closed
GHAM
892
Gilman Hill Asset Management
Connecticut
– -$214K -15,316 Closed
AIM
893
Aspen Investment Management
Michigan
– -$209K -15,012 Closed
Fisher Asset Management
894
Fisher Asset Management
Washington
– -$207K -14,840 Closed
CPC
895
Consolidated Planning Corp
Georgia
– -$200K -14,340 Closed
CRC
896
Curi RMB Capital
Illinois
– -$200K -14,336 Closed
HI
897
Hudock Inc
Pennsylvania
– -$178K -12,768 Closed
MFA
898
Morling Financial Advisors
California
– -$35K -2,512 Closed
HWMA
899
Heritage Wealth Management (Arizona)
Arizona
– -$34K -2,460 Closed
HGERS
900
Householder Group Estate & Retirement Specialist
Arizona
– -$30K -2,176 Closed
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