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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,090 hedge funds and large institutions have $13.2B invested in Schwab US Large-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,090
Holders Change
+123
Holders Change %
+12.72%
% of All Funds
15.98%
Holding in Top 10
177
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+18.79%
% of All Funds
2.59%
New
176
Increased
409
Reduced
355
Closed
42
Calls
$17M
Puts
$3.7M
Net Calls
+$13.3M
Net Calls Change
+$7.51M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$315M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$659M
3
Ameriprise
Ameriprise
Minnesota
$225M
4
Goldman Sachs
Goldman Sachs
New York
$30.6M
5
SEI Investments
SEI Investments
Pennsylvania
$747M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$520M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.01B
3
SIS
Strategic Investment Solutions
Illinois
$824K
4
MG
Mather Group
Illinois
$749M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
301
Bensler
Washington
$4.77M -$392K -18,904 -8%
RCA
302
Reitz Capital Advisors
Michigan
$4.77M -$24.3K -1,172 -0.5%
FWS
303
FinDec Wealth Services
California
$4.76M +$884K +42,628 +23%
FWA
304
FSM Wealth Advisors
Ohio
$4.73M +$269K +12,980 +6%
HCM
305
Hengehold Capital Management
Ohio
$4.71M -$101K -4,852 -2%
H
306
HoyleCohen
California
$4.69M +$44.8K +2,160 +1%
Bank of New York Mellon
307
Bank of New York Mellon
New York
$4.63M +$2.68M +129,276 +138%
GRP
308
Global Retirement Partners
California
$4.63M +$1.69M +80,720 +57%
BFEC
309
Benjamin F. Edwards & Company
Missouri
$4.63M +$326K +15,716 +8%
CFD
310
Creative Financial Designs
Indiana
$4.6M -$955K -46,044 -17%
EWA
311
Exencial Wealth Advisors
Oklahoma
$4.59M +$4.59M +221,484 New
Wolverine Trading
312
Wolverine Trading
Illinois
$4.59M +$4.59M +221,188 New
Corient Private Wealth
313
Corient Private Wealth
Florida
$4.57M +$2.15M +103,796 +89%
JPLA
314
Joseph P. Lucia & Associates
New York
$4.47M +$167K +8,036 +4%
CFA
315
Cahill Financial Advisors
Minnesota
$4.45M +$258K +12,432 +6%
SF
316
Summit Financial
New Jersey
$4.38M -$3.57K -172 -0.1%
VBWMG
317
Von Berge Wealth Management Group
California
$4.32M -$604K -28,920 -12%
NA
318
NewEdge Advisors
Louisiana
$4.28M +$702K +33,536 +20%
MAG
319
Mayfair Advisory Group
Alabama
$4.28M +$727K +35,604 +20%
CPIG
320
Chicago Partners Investment Group
Illinois
$4.27M +$127K +5,892 +3%
LIWM
321
Long Island Wealth Management
New York
$4.23M +$4.23M +203,812 New
TDWM
322
Topel & Distasi Wealth Management
California
$4.21M +$36.3K +1,752 +0.9%
SWM
323
Schwallier Wealth Management
Michigan
$4.2M +$4.2M +202,660 New
William Blair & Company
324
William Blair & Company
Illinois
$4.15M -$33K -1,592 -0.8%
GWM
325
GSB Wealth Management
Connecticut
$4.15M -$84.7K -4,084 -2%
11 12
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