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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

887 hedge funds and large institutions have $9.45B invested in Schwab US Large-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 348 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+28
Holders Change %
+3.26%
% of All Funds
14.2%
Holding in Top 10
136
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+13.33%
% of All Funds
2.18%
New
95
Increased
348
Reduced
305
Closed
45
Calls
$8.88M
Puts
$2.91M
Net Calls
+$5.97M
Net Calls Change
+$2.75M

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$98.9M
2
ML
2
McAdam LLC
Pennsylvania
$97.5M
3
MG
3
Mather Group
Illinois
$621M
4
TIM
4
Total Investment Management
Arizona
$38.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$353M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$367M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$15M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.05B
4
UBS Group
4
UBS Group
Switzerland
$31.4M
5
VCA
5
Verdence Capital Advisors
Maryland
$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
226
Equitable Holdings
New York
$5.15M -$530K -32,520 -9%
IWM
227
IHT Wealth Management
Illinois
$5.11M +$74.6K +4,576 +1%
DI
228
DAGCO Inc
Ohio
$5.01M +$2.23M +136,728 +80%
IIC
229
Integrated Investment Consultants
Michigan
$5M +$209K +12,800 +4%
GIA
230
Gladstone Institutional Advisory
Florida
$4.93M -$42.6K -2,612 -0.9%
PWM
231
Prosperity Wealth Management
California
$4.91M +$2.65M +162,616 +117%
GG
232
Gleason Group
Kentucky
$4.82M +$126K +7,716 +3%
RFM
233
Royal Fund Management
Florida
$4.78M +$3.58K +220 +0.1%
RWM
234
Reston Wealth Management
Virginia
$4.76M +$5.21K +320 +0.1%
JWBC
235
John W. Brooker & Co
California
$4.72M -$70K -4,272 -1%
EWA
236
EP Wealth Advisors
California
$4.64M +$2.23M +256,316 +93%
MFG
237
Mainsail Financial Group
Washington
$4.62M -$25.5K -1,568 -0.5%
KFS
238
Kaizen Financial Strategies
California
$4.55M +$862K +52,888 +23%
VC
239
Veery Capital
Delaware
$4.54M +$203K +12,456 +5%
B
240
Bensler
Washington
$4.49M -$251K -15,392 -5%
AI
241
Atria Investments
North Carolina
$4.43M +$1.67M +102,428 +60%
HI
242
Harbour Investments
Wisconsin
$4.35M +$221K +13,536 +5%
IFWM
243
Institute for Wealth Management
Colorado
$4.33M -$72.5K -4,452 -2%
BWM
244
BerganKDV Wealth Management
Minnesota
$4.26M -$10.5K -644 -0.2%
HA
245
HC Advisors
Georgia
$4.25M +$97.3K +5,972 +2%
ISWM
246
Independent Solutions Wealth Management
New York
$4.16M -$76K -4,664 -2%
AIA
247
Ally Invest Advisors
North Carolina
$4.12M +$1.24M +76,188 +43%
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$4.09M -$373K -22,916 -8%
MCM
249
MAI Capital Management
Ohio
$4.08M -$36K -2,208 -0.9%
VBWMG
250
Von Berge Wealth Management Group
California
$4.03M -$23.4K -1,436 -0.6%
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