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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 %
ECML
351
Eagle Capital Management (Louisiana)
Louisiana
$2.36M +$569K +30,352 +32%
BCI
352
Brinker Capital Investments
Pennsylvania
$2.36M +$939K +50,088 +66%
OPS
353
Orion Portfolio Solutions
Nebraska
$2.36M +$939K +50,088 +66%
NA
354
NewEdge Advisors
Louisiana
$2.36M +$980K +52,292 +71%
CBFP
355
Cedar Brook Financial Partners
Ohio
$2.33M +$9.52K +508 +0.4%
AF
356
Advisornet Financial
Minnesota
$2.33M -$47.2K -2,520 -2%
LCM
357
Liberty Capital Management
Michigan
$2.31M +$25.9K +1,380 +1%
Lido Advisors
358
Lido Advisors
California
$2.3M +$1.17M +62,416 +104%
EWM
359
Evercore Wealth Management
New York
$2.28M – – –
AL
360
ACAS LLC
California
$2.27M -$34.7K -1,852 -2%
AIM
361
Athena Investment Management
California
$2.26M +$85.5K +4,564 +4%
SCA
362
STALEY CAPITAL ADVISERS
Pennsylvania
$2.26M – – –
FA
363
Fagan Associates
New York
$2.26M +$230K +12,268 +11%
TAM
364
Townsend Asset Management
North Carolina
$2.26M +$140K +7,448 +7%
S
365
SignatureFD
Georgia
$2.24M +$86.8K +4,632 +4%
SAG
366
SageView Advisory Group
California
$2.22M +$1.27M +67,528 +132%
WWM
367
Western Wealth Management
Colorado
$2.2M +$297K +15,864 +16%
HWM
368
Heirloom Wealth Management
Colorado
$2.11M +$174K +9,308 +9%
Susquehanna International Group
369
Susquehanna International Group
Pennsylvania
$2.1M -$459K -24,492 -18%
CG
370
Colony Group
Massachusetts
$2.1M +$693K +36,976 +49%
AC
371
Avant Capital
Louisiana
$2.09M -$31.5K -1,680 -1%
NSG
372
Nalls Sherbakoff Group
Tennessee
$2.09M -$1.9K -108 -0.1%
WA
373
Win Advisors
Florida
$2.08M -$3.26M -215,172 -61%
ZIMP
374
Zimmermann Investment Management & Planning
Pennsylvania
$2.08M +$1.1M +58,776 +113%
AA
375
Advisory Alpha
Michigan
$2.02M +$159K +8,504 +9%
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15
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