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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,090 hedge funds and large institutions have $13.2B invested in Schwab US Large-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,090
Holders Change
+123
Holders Change %
+12.72%
% of All Funds
15.98%
Holding in Top 10
177
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+18.79%
% of All Funds
2.6%
New
176
Increased
409
Reduced
355
Closed
42
Calls
$17M
Puts
$3.7M
Net Calls
+$13.3M
Net Calls Change
+$7.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$315M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$659M
3
Ameriprise
3
Ameriprise
Minnesota
$225M
4
Goldman Sachs
4
Goldman Sachs
New York
$30.6M
5
SEI Investments
5
SEI Investments
Pennsylvania
$747M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$520M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.01B
3
SIS
3
Strategic Investment Solutions
Illinois
$824K
4
MG
4
Mather Group
Illinois
$749M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
226
Johnson Investment Counsel
Ohio
$7.96M +$568K +27,396 +8%
EH
227
Equitable Holdings
New York
$7.93M +$368K +17,724 +5%
CE
228
Cornerstone Enterprises
Wisconsin
$7.87M +$7.87M +379,388 New
BCM
229
Brookstone Capital Management
Illinois
$7.86M +$5.34M +257,356 +211%
PWSG
230
Pacific Wealth Strategies Group
California
$7.84M +$228K +10,972 +3%
TF
231
Threadgill Financial
Texas
$7.77M +$7.77M +374,620 New
HWMC
232
Heritage Wealth Management (California)
California
$7.74M +$7.74M +373,184 New
EF
233
Empowered Funds
Pennsylvania
$7.73M +$7.73M +372,908 New
SCP
234
Shorepoint Capital Partners
Massachusetts
$7.7M -$770K -37,136 -9%
TI
235
Tidal Investments
Wisconsin
$7.66M +$42K +2,024 +0.6%
UWM
236
USAdvisors Wealth Management
Minnesota
$7.66M +$7.32M +352,728 +2,148%
PFA
237
Pinnacle Family Advisors
Missouri
$7.53M +$179K +8,616 +2%
KA
238
Kovack Advisors
Florida
$7.5M +$3.09M +148,756 +70%
TWM
239
TriaGen Wealth Management
California
$7.47M -$86.9K -4,188 -1%
PF
240
Prosperitas Financial
California
$7.47M -$595K -28,700 -7%
ATWA
241
Arbor Trust Wealth Advisors
Michigan
$7.47M +$177K +8,524 +2%
Marshall Wace
242
Marshall Wace
United Kingdom
$7.41M -$9.24M -445,336 -55%
LNC
243
Lincoln National Corp
Pennsylvania
$7.38M +$4.09M +197,044 +124%
AIP
244
Almanack Investment Partners
Pennsylvania
$7.31M +$7.31M +352,284 New
PFWA
245
Paces Ferry Wealth Advisors
Georgia
$7.3M +$850K +40,960 +13%
MA
246
MBA Advisors
Pennsylvania
$7.26M +$113K +5,468 +2%
OWM
247
Opes Wealth Management
California
$7.22M -$377K -18,176 -5%
AFG
248
Atomi Financial Group
New York
$7.1M +$6.46M +311,308 +1,003%
SWM
249
Sculati Wealth Management
Michigan
$7.08M -$26.2K -1,264 -0.4%
FSA
250
Financial Services Advisory
Maryland
$6.96M -$80K -3,856 -1%
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