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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 %
DWM
326
Dakota Wealth Management
Florida
$2.78M +$111K +6,080 +4%
DCM
327
Donaldson Capital Management
Indiana
$2.78M +$2.15M +118,128 +340%
EA
328
Eudaimonia Advisors
Tennessee
$2.74M +$171K +9,428 +7%
OPWM
329
Oxinas Partners Wealth Management
Indiana
$2.7M -$41.5K -2,280 -2%
OPA
330
Old Port Advisors
Maine
$2.67M +$2.67M +147,068 New
CWM
331
Chesapeake Wealth Management
Virginia
$2.67M +$82.7K +4,548 +3%
PCA
332
Pallas Capital Advisors
Massachusetts
$2.66M +$2.66M +149,668 New
IAA
333
Independent Advisor Alliance
North Carolina
$2.64M +$1.48M +81,628 +128%
MFG
334
Magnus Financial Group
New York
$2.64M -$361K -19,864 -12%
GRP
335
Global Retirement Partners
California
$2.57M -$130K -7,132 -5%
PIA
336
Panoramic Investment Advisors
Colorado
$2.57M +$2.57M +141,364 New
FNBSF
337
First National Bank Sioux Falls
South Dakota
$2.57M +$237K +13,032 +10%
PA
338
PFG Advisors
Arizona
$2.55M +$190K +10,440 +8%
WRPWM
339
Werba Rubin Papier Wealth Management
California
$2.55M +$149K +8,196 +6%
BMCM
340
Burns Matteson Capital Management
New York
$2.54M +$74.2K +4,080 +3%
LW
341
Linscomb Wealth
Texas
$2.53M +$27.6K +1,516 +1%
CL
342
Choreo LLC
Illinois
$2.53M -$19.2K -1,056 -0.8%
GWA
343
GGM Wealth Advisors
Maryland
$2.51M -$8.65K -476 -0.3%
AA
344
Aire Advisors
California
$2.5M +$1.45K +80 +0.1%
SWM
345
Silverlake Wealth Management
Vermont
$2.46M -$47K -2,584 -2%
LIA
346
LifePlan Investment Advisors
North Carolina
$2.44M -$397K -21,840 -14%
LCM
347
Liberty Capital Management
Michigan
$2.43M +$183K +10,052 +8%
FA
348
Fiduciary Alliance
South Carolina
$2.38M +$584K +32,132 +33%
BOPW
349
Brandywine Oak Private Wealth
Pennsylvania
$2.37M +$73 +4 +0%
CAG
350
Csenge Advisory Group
Florida
$2.37M -$140K -7,720 -6%
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