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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
1
Angeles Investment Advisors
California
$98.9M
2
ML
2
McAdam LLC
Pennsylvania
$97.5M
3
MG
3
Mather Group
Illinois
$621M
4
TIM
4
Total Investment Management
Arizona
$38.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$353M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$367M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$15M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.05B
4
UBS Group
4
UBS Group
Switzerland
$31.4M
5
VCA
5
Verdence Capital Advisors
Maryland
$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
351
Avant Capital
Louisiana
$1.85M +$11.1K +680 +0.6%
TAM
352
Townsend Asset Management
North Carolina
$1.84M -$147K -9,048 -7%
PA
353
PFG Advisors
Arizona
$1.83M +$16.2K +996 +0.9%
Prudential Financial
354
Prudential Financial
New Jersey
$1.83M +$890K +60,736 +95%
LNC
355
Lincoln National Corp
Pennsylvania
$1.82M +$47.3K +2,904 +3%
FNBSF
356
First National Bank Sioux Falls
South Dakota
$1.81M +$477K +29,292 +36%
BBPWM
357
Blue Bell Private Wealth Management
Pennsylvania
$1.77M -$37.9K -2,328 -2%
FA
358
Fagan Associates
New York
$1.76M +$26.7K +1,640 +2%
SIMM
359
Stillwater Investment Management (Minnesota)
Minnesota
$1.76M +$1.89K +116 +0.1%
RPGK
360
Retirement Planning Group (Kansas)
Kansas
$1.75M -$3.01M -184,768 -63%
JPMPWA
361
J.P. Morgan Private Wealth Advisors
California
$1.74M +$118K +7,236 +7%
HWM
362
Heirloom Wealth Management
Colorado
$1.68M +$915K +56,160 +119%
AWMG
363
Alliance Wealth Management Group
New Jersey
$1.68M -$13.1K -804 -0.8%
TCM
364
Towercrest Capital Management
Pennsylvania
$1.68M -$13.1K -804 -0.8%
Janney Montgomery Scott
365
Janney Montgomery Scott
Pennsylvania
$1.67M -$95.9K -5,884 -5%
CFD
366
Creative Financial Designs
Indiana
$1.67M +$6.13K +376 +0.4%
MPM
367
Meritage Portfolio Management
Kansas
$1.66M -$897K -55,080 -35%
VFIC
368
Valley Forge Investment Consultants
Pennsylvania
$1.66M -$11.5K -708 -0.7%
WWM
369
Western Wealth Management
Colorado
$1.66M +$6.45K +396 +0.4%
MCA
370
MSH Capital Advisors
Arizona
$1.65M +$68.2K +4,184 +4%
KC
371
Kades & Cheifetz
Pennsylvania
$1.63M -$11.3K -696 -0.7%
CCM
372
Condor Capital Management
New Jersey
$1.62M -$84.4K -5,180 -5%
AA
373
Advisory Alpha
Michigan
$1.62M -$318K -19,500 -16%
CA
374
Continuum Advisory
Idaho
$1.61M -$233K -14,280 -13%
PWMG
375
Prestige Wealth Management Group
New Jersey
$1.58M -$232K -14,256 -13%
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15
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