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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
MA
5
MUFG Americas
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$913M 16,439,922 -433,407 -3%
MG
2
Mather Group
Illinois
$495M 8,914,118 +1,180,517 +15%
SEI Investments
3
SEI Investments
Pennsylvania
$486M 8,750,051 +1,414,212 +19%
APP
4
Avantax Planning Partners
Iowa
$369M 6,639,614 +622,028 +10%
Osaic Holdings
5
Osaic Holdings
Arizona
$356M 6,407,931 +391,899 +7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$274M 4,922,851 +1,017,386 +26%
Mariner
7
Mariner
Kansas
$194M 3,492,586 +381,041 +12%
FEG
8
Fund Evaluation Group
Ohio
$177M 3,191,309 +80,107 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$164M 2,958,431 +1,262,443 +74%
FPCG
10
Fort Pitt Capital Group
Pennsylvania
$128M 2,297,348 +38,119 +2%
LPL Financial
11
LPL Financial
California
$120M 2,161,720 +218,633 +11%
ML
12
McAdam LLC
Pennsylvania
$106M 645,983 -754,727 -54%
Ameriprise
13
Ameriprise
Minnesota
$90.3M 1,622,873 +461,974 +40%
TWM
14
Thrive Wealth Management
Pennsylvania
$73.6M 1,325,418 +296,942 +29%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$72.2M 1,300,144 -82,716 -6%
GSIS
16
Global Strategic Investment Solutions
Arizona
$67.1M 1,207,094 -847,725 -41%
MAM
17
Marquette Asset Management
Minnesota
$65.2M 1,174,187 +13,889 +1%
Morgan Stanley
18
Morgan Stanley
New York
$64.7M 1,164,265 -424,046 -27%
FFN
19
Focus Financial Network
Minnesota
$64M 1,152,047 +24,822 +2%
KF
20
Krilogy Financial
Missouri
$60.8M 1,094,856 -11,520 -1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$59.5M 1,071,616 +138,954 +15%
AssetMark Inc
22
AssetMark Inc
California
$54.9M 988,831 +58,865 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$53M 954,748 +42,074 +5%
HWA
24
HHM Wealth Advisors
Tennessee
$52.4M 942,907 +23,862 +3%
FA
25
Financial Advisors
Massachusetts
$49.9M 898,752 +302,922 +51%
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