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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
Angeles Investment Advisors
California
$98.9M
2
ML
McAdam LLC
Pennsylvania
$97.5M
3
MG
Mather Group
Illinois
$621M
4
TIM
Total Investment Management
Arizona
$38.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$353M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$367M
2
GSIS
Global Strategic Investment Solutions
Arizona
$15M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.05B
4
UBS Group
UBS Group
Switzerland
$31.4M
5
VCA
Verdence Capital Advisors
Maryland
$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
276
Westbourne Investment Advisors
Maryland
$3.28M -$271K -16,608 -8%
TDWM
277
Topel & Distasi Wealth Management
California
$3.28M – – –
TYCC
278
Texas Yale Capital Corp
Florida
$3.27M -$25.8K -1,584 -0.8%
CAM
279
Cresset Asset Management
Illinois
$3.26M -$639K -39,236 -16%
CA
280
Claro Advisors
Massachusetts
$3.22M +$1.56M +95,632 +94%
BSW
281
Buckingham Strategic Wealth
Missouri
$3.21M – – –
CWM
282
Curi Wealth Management
North Carolina
$3.17M +$286K +17,568 +10%
EP
283
Eudaimonia Partners
Tennessee
$3.16M +$76.3K +4,680 +2%
H
284
HoyleCohen
California
$3.15M +$157K +9,640 +5%
FPFS
285
First Personal Financial Services
North Carolina
$3.14M -$301K -18,476 -9%
RF
286
Rollins Financial
Georgia
$3.14M +$1.73M +106,052 +123%
MAS
287
Madden Advisory Services
Florida
$3.11M -$5.54K -340 -0.2%
FWS
288
FinDec Wealth Services
California
$3.09M +$2.45M +150,116 +381%
CAC
289
Certified Advisory Corp
Florida
$3.06M +$321K +19,720 +12%
BFEC
290
Benjamin F. Edwards & Company
Missouri
$3.04M +$947K +58,096 +45%
FSA
291
Financial Services Advisory
Maryland
$3.02M +$3.02M +185,516 New
IA
292
Insight Advisors
Pennsylvania
$3.02M +$62.6K +3,840 +2%
SAF
293
Smith Anglin Financial
Texas
$2.97M -$89.7K -5,504 -3%
LB
294
Leo Brokerage
Texas
$2.97M +$2.97M +182,416 New
DB
295
Dravo Bay
Delaware
$2.97M -$803K -49,288 -21%
HWA
296
HCR Wealth Advisors
California
$2.96M -$61.9K -3,800 -2%
KBFS
297
Kohmann Bosshard Financial Services
Ohio
$2.95M -$18.6K -1,140 -0.6%
JFG
298
JMG Financial Group
Illinois
$2.91M +$94.8K +5,820 +3%
MMHP
299
Murphy Middleton Hinkle & Parker
Georgia
$2.89M -$82K -5,032 -3%
BFM
300
Broadview Financial Management
Wisconsin
$2.83M +$22K +1,352 +0.8%
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