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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

967 hedge funds and large institutions have $10.9B invested in Schwab US Large-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 360 increasing their positions, 369 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
Holders Change
+29
Holders Change %
+3.09%
% of All Funds
15.42%
Holding in Top 10
149
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.25%
% of All Funds
2.38%
New
89
Increased
360
Reduced
369
Closed
44
Calls
$8.46M
Puts
$2.62M
Net Calls
+$5.84M
Net Calls Change
+$483K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$555M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$68.4M
3
GBWM
Granite Bay Wealth Management
New Hampshire
$50.9M
4
SIS
Strategic Investment Solutions
Illinois
$47.2M
5
MCM
MAI Capital Management
Ohio
$36.4M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$931M
2
AIA
Angeles Investment Advisors
California
$128M
3
TIM
Total Investment Management
Arizona
$664K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$58.5M
5
AG
Appleton Group
Wisconsin
$842K
Name Holding Trade Value Shares
Change 		Shares
Change %
MS
226
Madden Securities
Texas
$6.1M -$50.4K -2,772 -0.8%
SFMG
227
Sage Financial Management Group
Virginia
$6.04M +$6.04M +332,456 New
DFA
228
DHJJ Financial Advisors
Illinois
$6.02M -$230K -12,624 -4%
DADC
229
D.A. Davidson & Co
Montana
$6M +$36.5K +2,008 +0.6%
SAM
230
Smithbridge Asset Management
Pennsylvania
$5.97M +$22.1K +1,216 +0.4%
DAS
231
Dynamic Advisor Solutions
Arizona
$5.92M +$42.4K +2,332 +0.7%
CMP
232
Courage Miller Partners
Virginia
$5.87M +$161K +8,860 +3%
JWA
233
JFS Wealth Advisors
Pennsylvania
$5.84M -$23.9K -1,316 -0.4%
LFP
234
Leeward Financial Partners
Washington
$5.81M +$963K +52,972 +20%
CIA
235
Cape Investment Advisory
Georgia
$5.78M -$105K -5,792 -2%
C
236
Certuity
Florida
$5.75M +$1.48M +81,496 +35%
WSTAM
237
Wilbanks Smith & Thomas Asset Management
Virginia
$5.67M -$82.1K -4,516 -1%
PFWA
238
Paces Ferry Wealth Advisors
Georgia
$5.66M -$215K -11,812 -4%
AF
239
Allworth Financial
California
$5.63M +$5.34M +293,836 +1,878%
CWM
240
Curi Wealth Management
North Carolina
$5.61M +$461K +25,360 +9%
NDSI
241
Newman Dignan & Sheerar Inc
Rhode Island
$5.53M -$308K -16,936 -5%
LWM
242
Laidlaw Wealth Management
New York
$5.48M -$3.31M -182,092 -38%
RFA
243
RTD Financial Advisors
Pennsylvania
$5.47M -$251K -13,828 -4%
EWA
244
EP Wealth Advisors
California
$5.37M +$5.14M +282,816 +2,248%
GG
245
Gleason Group
Kentucky
$5.35M -$39.8K -2,188 -0.7%
RFM
246
Royal Fund Management
Florida
$5.34M +$120K +6,592 +2%
QAM
247
Q3 Asset Management
Michigan
$5.31M -$6.12M -336,524 -54%
IIC
248
Integrated Investment Consultants
Michigan
$5.28M -$295K -16,240 -5%
SPC
249
Sigma Planning Corp
Michigan
$5.28M +$676K +37,192 +15%
AI
250
Atria Investments
North Carolina
$5.24M +$1.57M +86,580 +43%
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