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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
+$163M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$134M
3
Ameriprise
Ameriprise
Minnesota
+$40.5M
4
Goldman Sachs
Goldman Sachs
New York
+$28.8M
5
SEI Investments
SEI Investments
Pennsylvania
+$28.3M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$114M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$55.5M
3
SIS
Strategic Investment Solutions
Illinois
-$51.2M
4
MG
Mather Group
Illinois
-$33.2M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
326
PFG Advisors
Arizona
$4.15M +$1.24M +59,856 +43%
ACS
327
Archford Capital Strategies
Illinois
$4.13M +$214K +10,336 +5%
BCM
328
Barden Capital Management
Texas
$4.04M – – –
BCWM
329
Bartlett & Co Wealth Management
Ohio
$4.03M -$32.4K -1,556 -0.8%
BC
330
Bartlett & Co
Ohio
$4.03M -$32.4K -1,556 -0.8%
FA
331
Fiduciary Alliance
South Carolina
$4.02M +$1.3M +62,868 +48%
SAF
332
Smith Anglin Financial
Texas
$3.94M -$255K -12,312 -6%
LWL
333
Leo Wealth LLC
Texas
$3.88M +$3.88M +171,016 New
BSW
334
Buckingham Strategic Wealth
Missouri
$3.86M -$676K -32,592 -15%
CCM
335
Ciovacco Capital Management
Georgia
$3.81M +$3.81M +183,620 New
TC
336
TownSquare Capital
Utah
$3.8M -$535K -25,800 -12%
AFTS
337
American Financial & Tax Strategies
New York
$3.79M +$3.79M +448,884 New
LWM
338
Laidlaw Wealth Management
New York
$3.77M -$2.48M -119,600 -40%
Fidelity Investments
339
Fidelity Investments
Massachusetts
$3.76M +$66K +3,180 +2%
BBWP
340
Beacon Bridge Wealth Partners
Pennsylvania
$3.74M +$2.98M +143,612 +392%
MMHP
341
Murphy Middleton Hinkle & Parker
Georgia
$3.73M +$34.1K +1,644 +0.9%
NRI
342
NFP Retirement Inc
California
$3.7M -$561K -27,068 -13%
CAM
343
Cresset Asset Management
Illinois
$3.69M +$33.9K +1,636 +0.9%
BBW
344
Blue Barn Wealth
Utah
$3.64M -$141K -6,796 -4%
CAG
345
Compass Advisory Group
New York
$3.63M -$8.08M -389,792 -69%
WRPWM
346
Werba Rubin Papier Wealth Management
California
$3.6M +$694K +33,476 +24%
WIA
347
Westbourne Investment Advisors
Maryland
$3.53M +$3.65K +176 +0.1%
MAS
348
Madden Advisory Services
Florida
$3.52M -$179K -8,652 -5%
FNBSF
349
First National Bank Sioux Falls
South Dakota
$3.5M +$570K +27,468 +19%
CAP
350
Columbia Advisory Partners
Washington
$3.48M +$279K +13,440 +9%
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