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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
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 %
SPC
126
Sigma Planning Corp
Michigan
$10.4M +$639K +45,984 +7%
IP
127
Ignite Planners
California
$10.1M +$10.1M +662,236 New
MMA
128
Miracle Mile Advisors
California
$9.97M -$570K -41,004 -5%
CAG
129
Compass Advisory Group
New York
$9.83M +$1.24M +84,892 +14%
PVAMC
130
PPS&V Asset Management Consultants
Michigan
$9.78M +$9.78M +704,300 New
WP
131
WealthShield Partners
North Carolina
$9.76M +$676K +48,688 +7%
WAM
132
Weinberger Asset Management
California
$9.68M -$84.7K -6,100 -0.9%
FFWA
133
FRG Family Wealth Advisors
Washington
$9.56M -$845K -60,860 -8%
SFA
134
Sequoia Financial Advisors
Ohio
$9.56M +$2.13M +153,144 +29%
SFA
135
Souders Financial Advisors
Ohio
$9.32M +$539K +38,836 +6%
AWM
136
AE Wealth Management
Kansas
$9.15M +$2.16M +155,304 +31%
MA
137
Mutual Advisors
Nebraska
$9.06M +$490K +35,264 +6%
RJA
138
Raymond James & Associates
Florida
$8.43M +$2.61M +187,776 +45%
CSIA
139
Charles Schwab Investment Advisory
California
$8.37M +$7.65M +550,800 +1,066%
CFMC
140
Curbstone Financial Management Corp
New Hampshire
$8.35M +$36.1K +2,600 +0.4%
FAM
141
Family Asset Management
South Carolina
$8.23M +$8.23M +592,752 New
SB
142
Strategic Blueprint
Georgia
$8.16M +$1.03M +73,912 +14%
PWM
143
Perigon Wealth Management
California
$7.98M +$849K +61,100 +12%
GCP
144
Gill Capital Partners
Colorado
$7.87M +$261K +18,792 +3%
JJBC
145
James J. Burns & Company
New York
$7.75M -$136K -9,780 -2%
PCM
146
Palouse Capital Management
Washington
$7.68M +$7.68M +14,676 New
SC
147
Savant Capital
Illinois
$7.67M -$1.35M -98,008 -15%
FWP
148
FAS Wealth Partners
Kansas
$7.66M -$642K -46,216 -8%
VNA
149
Valley National Advisers
Pennsylvania
$7.38M +$5.72M +398,144 +345%
TWP
150
Total Wealth Planning
Ohio
$7.35M -$94.3K -6,788 -1%
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6
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