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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
1
Angeles Investment Advisors
California
$98.9M
2
ML
2
McAdam LLC
Pennsylvania
$97.5M
3
MG
3
Mather Group
Illinois
$621M
4
TIM
4
Total Investment Management
Arizona
$38.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$353M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$367M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$15M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.05B
4
UBS Group
4
UBS Group
Switzerland
$31.4M
5
VCA
5
Verdence Capital Advisors
Maryland
$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
301
Wealth Enhancement Advisory Services
Minnesota
$2.82M +$1.35M +82,668 +91%
CPIG
302
Chicago Partners Investment Group
Illinois
$2.81M +$307K +18,924 +12%
BWM
303
Boyd Wealth Management
California
$2.8M +$169K +10,344 +6%
FWA
304
FSM Wealth Advisors
Ohio
$2.74M +$418K +25,656 +18%
CL
305
Choreo LLC
Illinois
$2.72M +$2.72M +166,680 New
BCWM
306
Bartlett & Co Wealth Management
Ohio
$2.69M -$68.1K -4,180 -2%
BC
307
Bartlett & Co
Ohio
$2.69M -$68.1K -4,180 -2%
AIA
308
Arcadia Investment Advisors
Idaho
$2.69M -$282K -17,304 -9%
BAMG
309
Brand Asset Management Group
Missouri
$2.66M -$996K -61,120 -27%
Fidelity Investments
310
Fidelity Investments
Massachusetts
$2.52M -$116K -7,100 -4%
MWM
311
MinichMacGregor Wealth Management
New York
$2.5M +$152K +9,336 +6%
OPA
312
Old Port Advisors
Maine
$2.5M -$396K -24,508 -14%
William Blair & Company
313
William Blair & Company
Illinois
$2.48M +$35.5K +2,176 +1%
ADL
314
Asset Dedication LLC
California
$2.47M -$16.1K -988 -0.6%
MFG
315
Magnus Financial Group
New York
$2.45M +$118K +7,216 +5%
TPCW
316
TD Private Client Wealth
New York
$2.43M +$422K +25,908 +21%
GRP
317
Global Retirement Partners
California
$2.43M +$136K +8,348 +6%
AA
318
Aire Advisors
California
$2.36M -$366K -22,448 -13%
BFA
319
Beaumont Financial Advisors
Massachusetts
$2.34M -$2.64M -161,768 -53%
GWM
320
GSB Wealth Management
Connecticut
$2.33M +$2.33M +143,104 New
MAG
321
Mayfair Advisory Group
Alabama
$2.31M -$155K -9,472 -6%
CAG
322
Csenge Advisory Group
Florida
$2.3M -$118K -7,256 -5%
FPIS
323
Financial Planning & Information Services
Wisconsin
$2.29M +$1.44M +88,524 +169%
GWA
324
GGM Wealth Advisors
Maryland
$2.29M -$2.87K -176 -0.1%
EA
325
Eudaimonia Advisors
Tennessee
$2.27M -$961K -59,000 -30%
11 12
13
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