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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 %
SFG
151
Sage Financial Group
Pennsylvania
$7.33M +$382K +27,476 +5%
LC
152
LCNB Corp
Ohio
$7.29M +$868K +62,484 +14%
AOG
153
Alpha Omega Group
Virginia
$7.24M -$150K -10,828 -2%
LWM
154
Laidlaw Wealth Management
New York
$7.06M +$124K +8,892 +2%
NFG
155
Northeast Financial Group
Pennsylvania
$6.98M +$707K +50,872 +11%
RDIA
156
RE Dickinson Investment Advisors
Iowa
$6.98M -$5.67K -408 -0.1%
CCM
157
Coldstream Capital Management
Washington
$6.96M +$6.96M +501,128 New
MAG
158
Members Advisory Group
New York
$6.94M +$241K +17,348 +4%
Jane Street
159
Jane Street
New York
$6.87M +$6.87M +494,804 New
CNWM
160
Clay Northam Wealth Management
California
$6.83M +$6.83M +491,836 New
LHEI
161
Leo H. Evart Inc
California
$6.75M -$393K -28,312 -6%
GGI
162
GPM Growth Investors
Michigan
$6.75M +$185K +13,332 +3%
SS
163
Sunbelt Securities
Texas
$6.69M +$109K +7,816 +2%
SAMC
164
Spectrum Asset Management (California)
California
$6.65M +$422K +30,400 +7%
SF
165
Safeguard Financial
Wisconsin
$6.61M +$3.71M +267,284 +128%
SFWC
166
Strategic Family Wealth Counselors
New Jersey
$6.59M +$15.4K +1,112 +0.2%
BDF
167
Black Diamond Financial
Maryland
$6.48M +$1.87M +134,852 +41%
SW
168
SkyOak Wealth
Michigan
$6.4M +$140K +10,084 +2%
MWM
169
Meridian Wealth Management
Kentucky
$6.38M +$3.95K +284 +0.1%
AWS
170
Atria Wealth Solutions
New York
$6.37M -$5.64M -406,160 -47%
SCP
171
Shorepoint Capital Partners
Massachusetts
$6.27M -$191K -13,764 -3%
YIA
172
YHB Investment Advisors
Connecticut
$6.25M -$746K -53,720 -11%
AFG
173
Allegheny Financial Group
Pennsylvania
$6.25M +$845K +60,860 +16%
RCA
174
Reitz Capital Advisors
Michigan
$6.23M -$1.68M -120,816 -21%
EFG
175
Everhart Financial Group
Ohio
$6.21M +$284K +20,436 +5%
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