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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

938 hedge funds and large institutions have $11.2B invested in Schwab US Large-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 372 increasing their positions, 315 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+51
Holders Change %
+5.75%
% of All Funds
14.79%
Holding in Top 10
154
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+13.24%
% of All Funds
2.43%
New
93
Increased
372
Reduced
315
Closed
32
Calls
$8.56M
Puts
$3.21M
Net Calls
+$5.36M
Net Calls Change
-$618K

Top Buyers

1
AIA
Angeles Investment Advisors
California
$256M
2
Morgan Stanley
Morgan Stanley
New York
$140M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$459M
4
FMP
Financial Management Professionals
Texas
$35.5M
5
OCM
One Capital Management
California
$41.2M

Top Sellers

1
EWA
EP Wealth Advisors
California
$6.05M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.08B
3
FEG
Fund Evaluation Group
Ohio
$181M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
$150M
5
SEI Investments
SEI Investments
Pennsylvania
$643M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
Cape Investment Advisory
Georgia
$6.06M -$153K -8,172 -2%
DAS
227
Dynamic Advisor Solutions
Arizona
$6.05M +$129K +6,872 +2%
MA
228
MBA Advisors
Pennsylvania
$6.05M +$2.24M +119,776 +59%
EWA
229
EP Wealth Advisors
California
$6.05M -$250M -520,212 -98%
PFWA
230
Paces Ferry Wealth Advisors
Georgia
$6.05M -$237K -12,628 -4%
JWA
231
JFS Wealth Advisors
Pennsylvania
$6.05M -$122K -6,532 -2%
NDSI
232
Newman Dignan & Sheerar Inc
Rhode Island
$6.02M -$1.33M -70,880 -18%
IWM
233
IHT Wealth Management
Illinois
$6M +$129K +6,860 +2%
WSTAM
234
Wilbanks Smith & Thomas Asset Management
Virginia
$5.93M -$154K -8,224 -3%
RFA
235
RTD Financial Advisors
Pennsylvania
$5.89M -$70K -3,736 -1%
CMP
236
Courage Miller Partners
Virginia
$5.88M -$694K -37,032 -11%
PFA
237
Pinnacle Family Advisors
Missouri
$5.75M +$3.41M +181,760 +145%
IIC
238
Integrated Investment Consultants
Michigan
$5.75M – – –
BAM
239
Berkshire Asset Management
Pennsylvania
$5.56M -$2.32M -123,720 -29%
GG
240
Gleason Group
Kentucky
$5.55M +$6.75K +360 +0.1%
JWBC
241
John W. Brooker & Co
California
$5.42M +$29.4K +1,568 +0.5%
RFM
242
Royal Fund Management
Florida
$5.38M -$115K -6,156 -2%
CWM
243
Curi Wealth Management
North Carolina
$5.31M +$1.66M +88,616 +45%
GIA
244
Gladstone Institutional Advisory
Florida
$5.28M -$389K -20,784 -7%
VC
245
Veery Capital
Delaware
$5.28M +$55.8K +2,980 +1%
MFG
246
Mainsail Financial Group
Washington
$5.28M -$55.3K -2,952 -1%
ISWM
247
Independent Solutions Wealth Management
New York
$5.26M +$472K +25,188 +10%
MAM
248
McCarthy Asset Management
California
$5.25M -$812K -43,348 -13%
HI
249
Harbour Investments
Wisconsin
$5.13M +$131K +6,992 +3%
LFP
250
Leeward Financial Partners
Washington
$5M +$4.38M +233,632 +706%
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