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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 %
AF
176
Apexium Financial
Texas
$6.15M +$916K +65,964 +18%
AT
177
American Trust
Kentucky
$6.11M +$6.11M +440,244 New
MIFH
178
Migdal Insurance & Financial Holdings
Israel
$5.98M +$30.2K +2,172 +0.5%
BC
179
Burleson & Co
California
$5.9M – – –
WCA
180
Waypoint Capital Advisors
Minnesota
$5.87M -$24.7K -1,776 -0.4%
ACA
181
Affinity Capital Advisors
California
$5.75M -$425K -30,632 -7%
LTL
182
Lowery Thomas LLC
California
$5.72M +$1.33M +95,508 +30%
CI
183
Conning Inc
Connecticut
$5.71M – – –
AFP
184
Ausdal Financial Partners
Iowa
$5.68M +$968K +69,696 +21%
BP
185
Broadleaf Partners
Ohio
$5.68M +$308K +22,188 +6%
HGWM
186
Harvest Group Wealth Management
Massachusetts
$5.67M +$273K +19,664 +5%
ASI
187
Advisory Services & Investments
Oregon
$5.63M -$87K -6,260 -2%
NDSI
188
Newman Dignan & Sheerar Inc
Rhode Island
$5.62M -$183K -13,176 -3%
SWM
189
SeaCrest Wealth Management
New York
$5.52M -$2.95K -212 -0.1%
IAN
190
Integrated Advisors Network
Texas
$5.5M -$86.8K -6,252 -2%
ACA
191
Ackerman Capital Advisors
Texas
$5.43M -$1.15M -83,120 -18%
OCM
192
One Capital Management
California
$5.35M -$10.4M -747,976 -66%
MS
193
Madden Securities
Texas
$5.24M +$2.2M +158,444 +72%
OWM
194
Opes Wealth Management
California
$5.18M +$168K +12,072 +3%
RC
195
Rovin Capital
Arizona
$5.1M +$323K +23,248 +7%
KNFPWM
196
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$5.09M +$5.09M +366,768 New
ATWA
197
Arbor Trust Wealth Advisors
Michigan
$5.05M +$654K +47,108 +15%
BAM
198
Berkshire Asset Management
Pennsylvania
$5.01M +$1.11M +79,620 +28%
JIC
199
Johnson Investment Counsel
Ohio
$4.87M -$19.4K -1,396 -0.4%
DFA
200
DHJJ Financial Advisors
Illinois
$4.86M -$494K -35,632 -9%
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