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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 %
GRP
326
Global Retirement Partners
California
$2.78M -$25.3K -1,348 -0.9%
Fidelity Investments
327
Fidelity Investments
Massachusetts
$2.76M -$141K -7,512 -5%
DWM
328
Dakota Wealth Management
Florida
$2.75M +$2.09M +111,420 +314%
TYCC
329
Texas Yale Capital Corp
Florida
$2.67M -$1.1M -58,700 -29%
CWM
330
Chesapeake Wealth Management
Virginia
$2.66M +$81.8K +4,368 +3%
LNC
331
Lincoln National Corp
Pennsylvania
$2.66M +$575K +30,668 +28%
EA
332
Eudaimonia Advisors
Tennessee
$2.64M +$30.3K +1,616 +1%
CL
333
Choreo LLC
Illinois
$2.63M -$491K -26,228 -16%
BWM
334
Brown Wealth Management
Illinois
$2.61M +$2.61M +139,528 New
SWM
335
Silverlake Wealth Management
Vermont
$2.59M +$251K +13,392 +11%
GWA
336
GGM Wealth Advisors
Maryland
$2.58M -$39.7K -2,132 -2%
LW
337
Linscomb Wealth
Texas
$2.58M -$3.76M -200,920 -59%
CAG
338
Csenge Advisory Group
Florida
$2.58M -$64.2K -3,424 -2%
AA
339
Aire Advisors
California
$2.58M -$138K -7,372 -5%
Wealth Enhancement Advisory Services
340
Wealth Enhancement Advisory Services
Minnesota
$2.56M -$681K -36,320 -21%
BMCM
341
Burns Matteson Capital Management
New York
$2.54M +$237K +12,628 +10%
BFA
342
Beaumont Financial Advisors
Massachusetts
$2.49M -$197K -10,504 -7%
WRPWM
343
Werba Rubin Papier Wealth Management
California
$2.47M +$1.58M +84,140 +176%
BIA
344
Bigelow Investment Advisors
Maine
$2.46M +$240K +12,792 +11%
BOPW
345
Brandywine Oak Private Wealth
Pennsylvania
$2.44M +$75 +4 +0%
PA
346
PFG Advisors
Arizona
$2.43M +$322K +17,196 +15%
FNBSF
347
First National Bank Sioux Falls
South Dakota
$2.4M +$323K +17,232 +16%
MCCA
348
Mill Creek Capital Advisors
Pennsylvania
$2.39M +$2.55K +136 +0.1%
GG
349
GenWealth Group
New Jersey
$2.38M +$139K +7,408 +6%
JGCM
350
Joseph Group Capital Management
Ohio
$2.37M -$22.8K -1,216 -1%
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