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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 %
ISWM
251
Independent Solutions Wealth Management
New York
$5.15M +$48.9K +2,692 +1%
JWBC
252
John W. Brooker & Co
California
$5.14M -$118K -6,496 -2%
VC
253
Veery Capital
Delaware
$5.12M -$6.11K -336 -0.1%
MFG
254
Mainsail Financial Group
Washington
$5.06M -$102K -5,548 -2%
BAM
255
Berkshire Asset Management
Pennsylvania
$5.03M -$366K -20,124 -7%
MAM
256
McCarthy Asset Management
California
$4.9M -$197K -10,836 -4%
CFD
257
Creative Financial Designs
Indiana
$4.87M +$230K +12,672 +5%
JFG
258
JMG Financial Group
Illinois
$4.86M +$47.3K +2,600 +1%
SCM
259
Spreng Capital Management
Ohio
$4.82M +$390K +21,476 +9%
IFWM
260
Institute for Wealth Management
Colorado
$4.8M -$24.6K -1,352 -0.5%
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$4.78M +$168K +9,252 +4%
PIP
262
Peachtree Investment Partners
Florida
$4.59M -$4.19M -230,692 -48%
CA
263
Cambridge Advisors
Nebraska
$4.57M +$143K +7,892 +3%
JWCA
264
J.W. Cole Advisors
Florida
$4.54M +$250K +13,736 +6%
B
265
Bensler
Washington
$4.52M -$25.6K -1,408 -0.6%
HA
266
HC Advisors
Georgia
$4.4M -$151K -8,328 -3%
KWM
267
Kingsview Wealth Management
Oregon
$4.36M +$1.13M +62,140 +35%
RCA
268
Reitz Capital Advisors
Michigan
$4.31M +$3.98M +213,200 +1,198%
FAIM
269
Financial Advocates Investment Management
Washington
$4.31M +$46.9K +2,624 +1%
EP
270
Eudaimonia Partners
Tennessee
$4.3M -$57.7K -3,172 -1%
IAS
271
IMA Advisory Services
Colorado
$4.3M +$30.4K +1,672 +0.7%
VBWMG
272
Von Berge Wealth Management Group
California
$4.28M -$199K -10,924 -4%
CAC
273
Certified Advisory Corp
Florida
$4.28M +$556K +30,564 +15%
HCM
274
Hengehold Capital Management
Ohio
$4.22M +$61.7K +3,396 +1%
WF
275
Warner Financial
Maryland
$4.18M +$81.5K +4,480 +2%
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