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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 %
AWM
251
Apollon Wealth Management
South Carolina
$4.98M -$1.05M -56,104 -17%
IFWM
252
Institute for Wealth Management
Colorado
$4.98M -$2.17K -116 -0%
JFG
253
JMG Financial Group
Illinois
$4.96M +$1.62M +86,252 +48%
BWM
254
BerganKDV Wealth Management
Minnesota
$4.87M -$23.5K -1,256 -0.5%
CFD
255
Creative Financial Designs
Indiana
$4.78M +$2.86M +152,580 +149%
GVAG
256
Great Valley Advisor Group
Delaware
$4.77M +$555K +29,592 +13%
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$4.76M +$49.2K +2,628 +1%
SPC
258
Sigma Planning Corp
Michigan
$4.74M -$8.75M -466,744 -65%
HA
259
HC Advisors
Georgia
$4.69M -$200K -10,676 -4%
B
260
Bensler
Washington
$4.69M -$479K -25,544 -9%
VBWMG
261
Von Berge Wealth Management Group
California
$4.62M -$6.37K -340 -0.1%
SCM
262
Spreng Capital Management
Ohio
$4.57M +$135K +7,180 +3%
CA
263
Cambridge Advisors
Nebraska
$4.57M +$149K +7,928 +3%
FANJ
264
Financial Architects (New Jersey)
New Jersey
$4.53M +$13K +692 +0.3%
MCM
265
MAI Capital Management
Ohio
$4.49M -$201K -10,720 -4%
EP
266
Eudaimonia Partners
Tennessee
$4.49M +$854K +45,572 +23%
FAIM
267
Financial Advocates Investment Management
Washington
$4.46M +$300K +15,984 +7%
JWCA
268
J.W. Cole Advisors
Florida
$4.42M +$48.2K +2,572 +1%
C
269
Certuity
Florida
$4.4M +$585K +31,212 +15%
IAS
270
IMA Advisory Services
Colorado
$4.4M -$105K -5,592 -2%
BSW
271
Buckingham Strategic Wealth
Missouri
$4.31M -$23.4K -1,248 -0.5%
HCM
272
Hengehold Capital Management
Ohio
$4.28M -$111K -5,904 -3%
PAG
273
Powers Advisory Group
Illinois
$4.28M +$367K +19,596 +9%
WF
274
Warner Financial
Maryland
$4.22M +$80.5K +4,296 +2%
TW
275
Transform Wealth
Colorado
$4.18M +$142K +7,600 +4%
9 10
11
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