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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 %
CW
276
Connectus Wealth
Ohio
$4.11M -$32.8K -1,748 -0.8%
SF
277
Summit Financial
New Jersey
$4.03M -$238K -12,692 -6%
BFEC
278
Benjamin F. Edwards & Company
Missouri
$3.92M +$423K +22,572 +12%
William Blair & Company
279
William Blair & Company
Illinois
$3.9M +$1.05M +56,036 +37%
DIA
280
Dana Investment Advisors
Wisconsin
$3.88M +$3.88M +206,896 New
JPLA
281
Joseph P. Lucia & Associates
New York
$3.84M -$65.2K -3,480 -2%
NRI
282
NFP Retirement Inc
California
$3.84M -$6.45K -344 -0.2%
CAC
283
Certified Advisory Corp
Florida
$3.84M +$317K +16,912 +9%
CFA
284
Cahill Financial Advisors
Minnesota
$3.83M -$310K -16,520 -7%
WIA
285
Westbourne Investment Advisors
Maryland
$3.83M +$57.6K +3,072 +2%
CA
286
CoreCap Advisors
Michigan
$3.81M +$3.81M +203,360 New
AI
287
Atria Investments
North Carolina
$3.78M -$1.32M -70,280 -26%
TPCW
288
TD Private Client Wealth
New York
$3.77M +$970K +51,744 +35%
TDWM
289
Topel & Distasi Wealth Management
California
$3.77M – – –
FWA
290
FSM Wealth Advisors
Ohio
$3.63M +$493K +26,428 +16%
Prudential Financial
291
Prudential Financial
New Jersey
$3.61M +$1.27M +67,652 +54%
SAF
292
Smith Anglin Financial
Texas
$3.59M +$173K +9,228 +5%
H
293
HoyleCohen
California
$3.57M -$47.5K -2,536 -1%
BCWM
294
Bartlett & Co Wealth Management
Ohio
$3.57M +$472K +25,180 +15%
BC
295
Bartlett & Co
Ohio
$3.57M +$472K +25,180 +15%
GWM
296
GSB Wealth Management
Connecticut
$3.57M +$887K +47,356 +33%
MAS
297
Madden Advisory Services
Florida
$3.57M -$5.02K -268 -0.1%
FWS
298
FinDec Wealth Services
California
$3.53M -$21.1K -1,128 -0.6%
BCIM
299
Bishop & Co Investment Management
Pennsylvania
$3.52M +$3.47M +1,040,560 +6,920%
FPFS
300
First Personal Financial Services
North Carolina
$3.5M -$107K -5,720 -3%
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