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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 %
CPIG
301
Chicago Partners Investment Group
Illinois
$3.48M +$147K +8,132 +4%
ACS
302
Archford Capital Strategies
Illinois
$3.44M +$3.44M +189,008 New
FWS
303
FinDec Wealth Services
California
$3.4M -$29.4K -1,616 -0.9%
BBW
304
Blue Barn Wealth
Utah
$3.32M -$49.4K -2,720 -1%
MAG
305
Mayfair Advisory Group
Alabama
$3.26M +$284K +15,116 +10%
IA
306
Insight Advisors
Pennsylvania
$3.25M -$90.6K -4,984 -3%
MAS
307
Madden Advisory Services
Florida
$3.24M -$217K -11,924 -6%
MMHP
308
Murphy Middleton Hinkle & Parker
Georgia
$3.24M +$509 +28 +0%
Fidelity Investments
309
Fidelity Investments
Massachusetts
$3.23M +$555K +30,548 +21%
CAM
310
Cresset Asset Management
Illinois
$3.21M +$13K +716 +0.4%
KBFS
311
Kohmann Bosshard Financial Services
Ohio
$3.17M +$99.3K +5,464 +3%
FPFS
312
First Personal Financial Services
North Carolina
$3.13M -$268K -14,732 -8%
BBA
313
BLB&B Advisors
Pennsylvania
$3.12M -$85.2K -4,684 -3%
NA
314
NewEdge Advisors
Louisiana
$3.11M +$820K +45,108 +36%
WIA
315
Westbourne Investment Advisors
Maryland
$3.09M -$624K -34,300 -17%
GIA
316
Gladstone Institutional Advisory
Florida
$3.06M -$2.07M -113,588 -40%
BWM
317
Boyd Wealth Management
California
$3.05M -$106K -5,824 -3%
ECML
318
Eagle Capital Management (Louisiana)
Louisiana
$3.03M +$737K +40,556 +32%
DB
319
Dravo Bay
Delaware
$3M -$112K -6,164 -4%
AIA
320
Arcadia Investment Advisors
Idaho
$2.99M -$4K -220 -0.1%
HWA
321
HCR Wealth Advisors
California
$2.93M -$246K -13,552 -8%
LNC
322
Lincoln National Corp
Pennsylvania
$2.88M +$299K +16,444 +12%
BFM
323
Broadview Financial Management
Wisconsin
$2.88M -$83.2K -4,576 -3%
ADL
324
Asset Dedication LLC
California
$2.85M +$364 +20 +0%
CAP
325
Columbia Advisory Partners
Washington
$2.81M +$2.81M +154,400 New
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