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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 %
RGF
251
Retirement Guys Formula
Ohio
$4.02M +$3.34M +205,044 +489%
BCM
252
Barden Capital Management
Texas
$3.99M +$4.43K +272 +0.1%
FANJ
253
Financial Architects (New Jersey)
New Jersey
$3.93M +$186K +11,436 +5%
IAS
254
IMA Advisory Services
Colorado
$3.92M -$138K -8,492 -3%
SCM
255
Spreng Capital Management
Ohio
$3.85M -$71.2K -4,368 -2%
CA
256
Cambridge Advisors
Nebraska
$3.84M -$16.7K -1,024 -0.4%
HCM
257
Hengehold Capital Management
Ohio
$3.82M -$20.2K -1,240 -0.5%
JWCA
258
J.W. Cole Advisors
Florida
$3.81M +$214K +13,132 +6%
SF
259
Summit Financial
New Jersey
$3.71M -$46.2K -2,836 -1%
GVAG
260
Great Valley Advisor Group
Delaware
$3.67M +$744K +45,648 +25%
FAIM
261
Financial Advocates Investment Management
Washington
$3.62M -$141K -8,640 -4%
CW
262
Connectus Wealth
Ohio
$3.6M +$3.6M +221,088 New
CFA
263
Cahill Financial Advisors
Minnesota
$3.6M -$280K -17,196 -7%
WF
264
Warner Financial
Maryland
$3.6M +$109K +6,704 +3%
TW
265
Transform Wealth
Colorado
$3.51M +$3.17M +194,696 +942%
BBW
266
Blue Barn Wealth
Utah
$3.43M -$181K -11,092 -5%
PAG
267
Powers Advisory Group
Illinois
$3.4M +$78K +4,788 +2%
JPLA
268
Joseph P. Lucia & Associates
New York
$3.4M -$81.2K -4,984 -2%
KWM
269
Kingsview Wealth Management
Oregon
$3.36M -$218K -13,388 -6%
NRI
270
NFP Retirement Inc
California
$3.35M +$18.4K +1,132 +0.6%
C
271
Certuity
Florida
$3.32M +$589K +36,168 +22%
NYLIM
272
New York Life Investment Management
New York
$3.32M -$559K -34,284 -14%
MA
273
MBA Advisors
Pennsylvania
$3.31M +$162K +9,956 +5%
PIP
274
Peachtree Investment Partners
Florida
$3.31M -$168K -10,332 -5%
AAS
275
Ameritas Advisory Services
Nebraska
$3.28M -$45.4K -2,792 -1%
9 10
11
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