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

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$367M
2
GSIS
Global Strategic Investment Solutions
Arizona
$15M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.05B
4
UBS Group
UBS Group
Switzerland
$31.4M
5
VCA
Verdence Capital Advisors
Maryland
$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
326
Chesapeake Wealth Management
Virginia
$2.25M +$41.1K +2,520 +2%
Susquehanna International Group
327
Susquehanna International Group
Pennsylvania
$2.23M +$1.12M +69,016 +102%
SW
328
SVB Wealth
Massachusetts
$2.22M +$1.02M +62,888 +85%
BOPW
329
Brandywine Oak Private Wealth
Pennsylvania
$2.12M -$317K -19,484 -13%
SCA
330
STALEY CAPITAL ADVISERS
Pennsylvania
$2.09M +$2.09M +172,680 New
JGCM
331
Joseph Group Capital Management
Ohio
$2.08M +$326K +20,028 +19%
MCCA
332
Mill Creek Capital Advisors
Pennsylvania
$2.07M -$2.15M -131,716 -51%
CW
333
CreativeOne Wealth
Kansas
$2.07M +$166K +10,200 +9%
AF
334
Advisornet Financial
Minnesota
$2.06M +$73.2K +4,492 +4%
PFA
335
Pinnacle Family Advisors
Missouri
$2.04M +$2.04M +125,280 New
SWM
336
Silverlake Wealth Management
Vermont
$2.03M -$413K -25,344 -17%
CBFP
337
Cedar Brook Financial Partners
Ohio
$2.02M +$1.53M +93,952 +313%
AL
338
ACAS LLC
California
$2.01M -$34.1K -2,096 -2%
BMCM
339
Burns Matteson Capital Management
New York
$2M -$80.4K -4,936 -4%
LCM
340
Liberty Capital Management
Michigan
$1.99M +$7.5K +460 +0.4%
EWM
341
Evercore Wealth Management
New York
$1.98M -$1.76K -108 -0.1%
GG
342
GenWealth Group
New Jersey
$1.95M +$76.4K +4,692 +4%
OPWM
343
Oxinas Partners Wealth Management
Indiana
$1.95M -$7.3K -448 -0.4%
BIA
344
Bigelow Investment Advisors
Maine
$1.93M -$74.2K -4,552 -4%
NSG
345
Nalls Sherbakoff Group
Tennessee
$1.91M +$1.91M +118,976 New
AIM
346
Athena Investment Management
California
$1.89M +$23.5K +1,440 +1%
S
347
SignatureFD
Georgia
$1.87M +$735K +45,108 +65%
Corient Private Wealth
348
Corient Private Wealth
Florida
$1.86M +$1.08M +66,004 +138%
CF
349
Centaurus Financial
California
$1.86M +$56.6K +3,476 +3%
WMWM
350
Whitaker-Myers Wealth Managers
Ohio
$1.85M +$164K +10,080 +10%
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14
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