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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
+$78.6M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$65.9M
3
GBWM
Granite Bay Wealth Management
New Hampshire
+$50.9M
4
SIS
Strategic Investment Solutions
Illinois
+$46.7M
5
MCM
MAI Capital Management
Ohio
+$32.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$121M
2
AIA
Angeles Investment Advisors
California
-$120M
3
TIM
Total Investment Management
Arizona
-$58.5M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$26.3M
5
AG
Appleton Group
Wisconsin
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
276
TD Private Client Wealth
New York
$4.11M +$453K +24,896 +12%
FPIS
277
Financial Planning & Information Services
Wisconsin
$4.1M +$805K +44,264 +24%
PAG
278
Powers Advisory Group
Illinois
$4.08M -$70.5K -3,880 -2%
H
279
HoyleCohen
California
$4.07M +$606K +33,328 +17%
CW
280
Connectus Wealth
Ohio
$4.06M +$70.3K +3,868 +2%
BCM
281
Barden Capital Management
Texas
$4.04M +$775K +42,640 +24%
BSW
282
Buckingham Strategic Wealth
Missouri
$3.98M -$205K -11,272 -5%
AFA
283
AllGen Financial Advisors
Florida
$3.97M +$3.97M +218,516 New
AAS
284
Ameritas Advisory Services
Nebraska
$3.93M +$2.29M +125,120 +140%
FWA
285
FSM Wealth Advisors
Ohio
$3.91M +$372K +20,448 +11%
KA
286
Kovack Advisors
Florida
$3.87M +$3.25M +178,532 +518%
SF
287
Summit Financial
New Jersey
$3.84M -$64.9K -3,568 -2%
TC
288
TownSquare Capital
Utah
$3.8M +$667K +36,672 +21%
JPLA
289
Joseph P. Lucia & Associates
New York
$3.77M +$42.5K +2,336 +1%
BFEC
290
Benjamin F. Edwards & Company
Missouri
$3.77M -$31.5K -1,732 -0.8%
NRI
291
NFP Retirement Inc
California
$3.73M +$6.76K +372 +0.2%
DIA
292
Dana Investment Advisors
Wisconsin
$3.73M -$29.3K -1,612 -0.8%
GWM
293
GSB Wealth Management
Connecticut
$3.71M +$250K +13,768 +7%
SAF
294
Smith Anglin Financial
Texas
$3.68M +$196K +10,780 +6%
CFA
295
Cahill Financial Advisors
Minnesota
$3.67M -$47.3K -2,600 -1%
William Blair & Company
296
William Blair & Company
Illinois
$3.67M -$115K -6,352 -3%
TDWM
297
Topel & Distasi Wealth Management
California
$3.65M – – –
BCWM
298
Bartlett & Co Wealth Management
Ohio
$3.54M +$81.5K +4,484 +2%
BC
299
Bartlett & Co
Ohio
$3.54M +$81.5K +4,484 +2%
WIA
300
World Investment Advisors
California
$3.5M -$15.4M -844,868 -81%
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