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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
+$142M
2
Morgan Stanley
Morgan Stanley
New York
+$55.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$53M
4
FMP
Financial Management Professionals
Texas
+$35.5M
5
OCM
One Capital Management
California
+$34.1M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$250M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$122M
3
FEG
Fund Evaluation Group
Ohio
-$47.9M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
-$30.8M
5
SEI Investments
SEI Investments
Pennsylvania
-$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
301
Chicago Partners Investment Group
Illinois
$3.48M +$203K +10,700 +6%
BBW
302
Blue Barn Wealth
Utah
$3.47M -$472K -25,208 -12%
IA
303
Insight Advisors
Pennsylvania
$3.44M -$32.5K -1,736 -0.9%
FPIS
304
Financial Planning & Information Services
Wisconsin
$3.4M +$761K +40,600 +29%
CI
305
CX Institutional
Indiana
$3.36M -$5M -266,852 -60%
LB
306
Leo Brokerage
Texas
$3.36M -$55.6K -2,968 -2%
BCM
307
Barden Capital Management
Texas
$3.36M -$1.23M -65,708 -27%
MMHP
308
Murphy Middleton Hinkle & Parker
Georgia
$3.34M +$9.74K +520 +0.3%
KWM
309
Kingsview Wealth Management
Oregon
$3.33M -$527K -28,140 -14%
BBA
310
BLB&B Advisors
Pennsylvania
$3.3M +$3.3M +176,176 New
CAM
311
Cresset Asset Management
Illinois
$3.29M -$457K -24,364 -12%
HWA
312
HCR Wealth Advisors
California
$3.28M -$125K -6,684 -4%
BWM
313
Boyd Wealth Management
California
$3.26M +$41.7K +2,228 +1%
TC
314
TownSquare Capital
Utah
$3.23M +$2.67M +142,580 +476%
DB
315
Dravo Bay
Delaware
$3.2M -$209K -11,160 -6%
KBFS
316
Kohmann Bosshard Financial Services
Ohio
$3.16M -$230K -12,264 -7%
MFG
317
Magnus Financial Group
New York
$3.09M +$269K +14,372 +10%
AIA
318
Arcadia Investment Advisors
Idaho
$3.09M -$7.57K -404 -0.2%
BFM
319
Broadview Financial Management
Wisconsin
$3.05M -$197K -10,500 -6%
BAMG
320
Brand Asset Management Group
Missouri
$2.99M -$62.4K -3,332 -2%
Corient Private Wealth
321
Corient Private Wealth
Florida
$2.95M +$818K +43,680 +38%
MAG
322
Mayfair Advisory Group
Alabama
$2.94M +$317K +17,104 +12%
ADL
323
Asset Dedication LLC
California
$2.93M +$87.7K +4,676 +3%
LIA
324
LifePlan Investment Advisors
North Carolina
$2.92M +$2.92M +155,788 New
OPWM
325
Oxinas Partners Wealth Management
Indiana
$2.82M +$582K +31,044 +26%
11 12
13
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