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Schwab US Large-Cap Growth ETF

942 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, 374 increasing their positions, 315 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 32

167% more call options, than puts

Call options by funds: $8.56M | Put options by funds: $3.21M

19% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 315

18% more capital invested

Capital invested by funds: $9.45B → $11.2B (+$1.72B)

13% more funds holding in top 10

Funds holding in top 10: 136154 (+18)

6% more funds holding

Funds holding: 891942 (+51)

2.67% less ownership

Funds ownership: 234.48%231.8% (-2.7%)

Holders
942
Holders Change
+51
Holders Change %
+5.72%
% 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
2.42%
New
93
Increased
374
Reduced
315
Closed
32
Calls
$8.56M
Puts
$3.21M
Net Calls
+$5.36M
Net Calls Change
-$618K
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
351
Millennium Capital Advisors
Arkansas
$2.38M +$6.65K +388 +0.3%
JGCM
352
Joseph Group Capital Management
Ohio
$2.37M -$20.8K -1,216 -1%
ECML
353
Eagle Capital Management (Louisiana)
Louisiana
$2.36M +$520K +30,352 +32%
BCI
354
Brinker Capital Investments
Pennsylvania
$2.36M +$859K +50,088 +66%
OPS
355
Orion Portfolio Solutions
Nebraska
$2.36M +$859K +50,088 +66%
NA
356
NewEdge Advisors
Louisiana
$2.36M +$897K +52,292 +71%
CBFP
357
Cedar Brook Financial Partners
Ohio
$2.33M +$8.71K +508 +0.4%
AF
358
Advisornet Financial
Minnesota
$2.33M -$43.2K -2,520 -2%
LCM
359
Liberty Capital Management
Michigan
$2.31M +$23.7K +1,380 +1%
Lido Advisors
360
Lido Advisors
California
$2.3M +$1.07M +62,416 +104%
EWM
361
Evercore Wealth Management
New York
$2.28M
AL
362
ACAS LLC
California
$2.27M -$31.8K -1,852 -2%
AIM
363
Athena Investment Management
California
$2.26M +$78.2K +4,564 +4%
SCA
364
STALEY CAPITAL ADVISERS
Pennsylvania
$2.26M
FA
365
Fagan Associates
New York
$2.26M +$210K +12,268 +11%
TAM
366
Townsend Asset Management
North Carolina
$2.26M +$128K +7,448 +7%
S
367
SignatureFD
Georgia
$2.24M +$79.4K +4,632 +4%
SAG
368
SageView Advisory Group
California
$2.22M +$1.16M +67,528 +132%
WWM
369
Western Wealth Management
Colorado
$2.2M +$272K +15,864 +16%
HWM
370
Heirloom Wealth Management
Colorado
$2.11M +$160K +9,308 +9%
Susquehanna International Group
371
Susquehanna International Group
Pennsylvania
$2.1M -$420K -24,492 -18%
CG
372
Colony Group
Massachusetts
$2.1M +$634K +36,976 +49%
AC
373
Avant Capital
Louisiana
$2.09M -$28.8K -1,680 -1%
NSG
374
Nalls Sherbakoff Group
Tennessee
$2.09M -$1.85K -108 -0.1%
WA
375
Win Advisors
Florida
$2.08M -$3.69M -215,172 -61%

SCHG Hedge Fund Activity: Q2 2023 in Review

942 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q2 2023, worth a combined $11.2B — up 18% from $9.45B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SCHG positions and 32 closed out — a net gain of 61 holders — while 374 added to existing stakes and 315 trimmed.

The largest buyer was Angeles Investment Advisors, adding an estimated $130M. The largest seller was Financial Engines Advisors, cutting an estimated $112M.

  • 942 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q2 2023, up from 891 in Q1 2023.
  • Funds reported $11.2B of Schwab US Large-Cap Growth ETF stock for Q2 2023, up 18% quarter-over-quarter.
  • 93 funds opened new Schwab US Large-Cap Growth ETF positions in Q2 2023 and 32 closed out, a net change of +61 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q2 2023 was Angeles Investment Advisors, an estimated $130M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q2 2023 was Financial Engines Advisors, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2023.