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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.

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 Market Value Shares Shares
Change 		Shares
Change %
PAS
101
Park Avenue Securities
New York
$14.1M 1,013,280 +215,748 +27%
HG
102
Harbor Group
New Hampshire
$14M 1,007,152 -884 -0.1%
CA
103
Cetera Advisors
Colorado
$13.8M 990,876 +519,504 +110%
RW
104
Regimen Wealth
Georgia
$13.7M 991,812 +991,812 New
PSCM
105
Per Stirling Capital Management
Texas
$13.4M 964,112 +964,112 New
SFA
106
Seneca Financial Advisors
New York
$13.2M 949,924 -236,984 -20%
SL
107
Systelligence LLC
Minnesota
$12.9M 925,164 -151,448 -14%
CAG
108
Curtis Advisory Group
California
$12.6M 907,900 +17,604 +2%
Stifel Financial
109
Stifel Financial
Missouri
$12.5M 901,432 +811,496 +902%
FA
110
Fountainhead AM
New Jersey
$11.9M 853,668 +16,468 +2%
PSIWM
111
Paradigm Strategies in Wealth Management
Minnesota
$11.7M 842,844 +107,140 +15%
RWM
112
RKL Wealth Management
Pennsylvania
$11.6M 832,244 +19,316 +2%
FAN
113
Financial Advisors Network
California
$11.5M 825,876 +40,904 +5%
SWP
114
Stratos Wealth Partners
Ohio
$11.5M 825,664 +50,076 +6%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$11.3M 810,124 -8,484 -1%
CFS
116
CRA Financial Services
New Jersey
$11.1M 797,612 +59,880 +8%
MWA
117
Martel Wealth Advisors
Washington
$11M 794,956 +426,884 +116%
CCM
118
Canal Capital Management
Virginia
$10.9M 781,708 +781,708 New
ACM
119
Alpha Capital Management
Texas
$10.8M 775,796 +4,948 +0.6%
LA
120
LVW Advisors
New York
$10.8M 774,372 +11,148 +1%
CFGS
121
Concourse Financial Group Securities
Alabama
$10.7M 769,708 +60,612 +9%
CSPIA
122
Cary Street Partners Investment Advisory
Virginia
$10.7M 769,476 -11,336 -1%
SFMG
123
Sage Financial Management Group
Virginia
$10.7M 766,984 +99,948 +15%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$10.6M 760,700 +660,168 +657%
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$10.6M 760,304 +12,112 +2%
3 4
5
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