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.

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
1
SEI Investments
Pennsylvania
$486M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$164M
3
MG
3
Mather Group
Illinois
$495M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$274M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$47.7M

Top Sellers

1
ML
1
McAdam LLC
Pennsylvania
$106M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$4.06M
3
OWM
3
Orgel Wealth Management
Wisconsin
$1.31M
4
GSIS
4
Global Strategic Investment Solutions
Arizona
$67.1M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$913M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFGP
76
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.8M +$2.04M +146,860 +12%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$18.8M +$4.44M +319,800 +31%
IWC
78
Integrated Wealth Concepts
Massachusetts
$18.4M +$12.8M +921,648 +230%
GIA
79
GHP Investment Advisors
Colorado
$18.2M +$1.9M +136,720 +12%
PWS
80
Private Wealth Strategies
Ohio
$18.2M +$829K +59,680 +5%
SAM
81
Summit Asset Management
Tennessee
$18.2M +$305K +21,976 +2%
UW
82
Unique Wealth
Florida
$18M +$18M +1,293,560 New
FSWA
83
Financial Synergies Wealth Advisors
Texas
$17.9M +$8.26M +594,788 +86%
PP
84
Pegasus Partners
Wisconsin
$17.7M +$8.46M +609,336 +91%
AAS
85
Avantax Advisory Services
Texas
$17.6M +$2.47M +177,852 +16%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$17.5M -$942K -67,848 -5%
DP
87
Denver PWM
Colorado
$17.5M +$1.68M +120,796 +11%
PFM
88
Parsec Financial Management
North Carolina
$17.4M -$463K -33,340 -3%
AWS
89
Aspen Wealth Strategies
Colorado
$16.6M +$16.6M +1,195,492 New
GC
90
Garde Capital
Washington
$16.6M +$2.9M +209,068 +21%
FCA
91
FLC Capital Advisors
California
$16.3M +$16.3M +1,171,968 New
BFG
92
Berger Financial Group
Minnesota
$16M +$893K +64,276 +6%
BFG
93
Bleakley Financial Group
New Jersey
$15.7M +$15.7M +1,130,840 New
XF
94
XML Financial
Maryland
$15.6M +$618K +44,460 +4%
MIA
95
Milestone Investment Advisors
Wisconsin
$15.3M +$15.3M +1,103,168 New
CST
96
Charles Schwab Trust
Nevada
$15M +$11.4M +818,224 +312%
GB
97
Goepper Burkhardt
South Carolina
$15M +$140K +10,048 +0.9%
CP
98
Capital Planning
Washington
$14.6M +$205K +14,744 +1%
BA
99
Ballast Advisors
Minnesota
$14.4M -$148K -10,688 -1%
PWM
100
Provident Wealth Management
Tennessee
$14.2M -$541K -38,936 -4%
2 3
4
5 6