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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 %
EH
201
Equitable Holdings
New York
$4.84M +$589K +42,400 +14%
SWM
202
Sculati Wealth Management
Michigan
$4.84M +$43.1K +3,104 +0.9%
RRC
203
Relaxing Retirement Coach
Massachusetts
$4.83M -$28.3K -2,040 -0.6%
TWM
204
TriaGen Wealth Management
California
$4.73M +$170K +12,220 +4%
DADC
205
D.A. Davidson & Co
Montana
$4.68M +$231K +16,616 +5%
WSTAM
206
Wilbanks Smith & Thomas Asset Management
Virginia
$4.66M +$48.2K +3,468 +1%
PFWA
207
Paces Ferry Wealth Advisors
Georgia
$4.64M +$833K +59,952 +22%
JWA
208
JFS Wealth Advisors
Pennsylvania
$4.62M -$413K -29,724 -8%
PWSG
209
Pacific Wealth Strategies Group
California
$4.61M -$183K -13,172 -4%
BWL
210
Bogart Wealth LLC
Virginia
$4.59M +$1.16M +83,732 +34%
MAM
211
McCarthy Asset Management
California
$4.58M -$179K -12,872 -4%
AWM
212
Apollon Wealth Management
South Carolina
$4.53M +$21.1K +1,516 +0.5%
RFA
213
RTD Financial Advisors
Pennsylvania
$4.52M -$138K -9,928 -3%
DAS
214
Dynamic Advisor Solutions
Arizona
$4.45M +$341K +24,580 +8%
SAM
215
Smithbridge Asset Management
Pennsylvania
$4.37M +$52.1K +3,752 +1%
IWM
216
IHT Wealth Management
Illinois
$4.29M -$390K -28,044 -8%
CMP
217
Courage Miller Partners
Virginia
$4.29M +$303K +21,788 +8%
GIA
218
Gladstone Institutional Advisory
Florida
$4.24M -$217K -15,616 -5%
BFA
219
Beaumont Financial Advisors
Massachusetts
$4.24M +$2.01M +144,560 +90%
MFG
220
Mainsail Financial Group
Washington
$4.14M +$4.14M +286,052 New
IIC
221
Integrated Investment Consultants
Michigan
$4.08M +$3.8M +273,668 +1,342%
RFM
222
Royal Fund Management
Florida
$4.07M -$66.1K -4,760 -2%
RPGK
223
Retirement Planning Group (Kansas)
Kansas
$4.06M -$80M -5,762,912 -95%
JWBC
224
John W. Brooker & Co
California
$4.06M -$448K -32,272 -10%
RWM
225
Reston Wealth Management
Virginia
$4.05M +$233K +16,796 +6%
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9
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