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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 %
BFA
351
Beaumont Financial Advisors
Massachusetts
$2.36M -$50.9K -2,800 -2%
JGCM
352
Joseph Group Capital Management
Ohio
$2.35M +$58.3K +3,208 +3%
BIA
353
Bigelow Investment Advisors
Maine
$2.35M -$39.6K -2,176 -2%
FA
354
Fagan Associates
New York
$2.34M +$148K +8,156 +7%
BCI
355
Brinker Capital Investments
Pennsylvania
$2.33M +$35.5K +1,952 +2%
OPS
356
Orion Portfolio Solutions
Nebraska
$2.33M +$35.5K +1,952 +2%
MCCA
357
Mill Creek Capital Advisors
Pennsylvania
$2.32M +$1.67K +92 +0.1%
TAM
358
Townsend Asset Management
North Carolina
$2.29M +$97.9K +5,384 +4%
TYCC
359
Texas Yale Capital Corp
Florida
$2.26M -$324K -17,804 -13%
DI
360
DAGCO Inc
Ohio
$2.26M -$14.5M -327,320 -87%
AIM
361
Athena Investment Management
California
$2.25M +$59.6K +3,280 +3%
BCM
362
Brookstone Capital Management
Illinois
$2.24M +$538K +29,312 +32%
S
363
SignatureFD
Georgia
$2.21M +$45.7K +2,512 +2%
GG
364
GenWealth Group
New Jersey
$2.21M -$98.4K -5,412 -4%
EWM
365
Evercore Wealth Management
New York
$2.21M – – –
SCA
366
STALEY CAPITAL ADVISERS
Pennsylvania
$2.18M – – –
CIC
367
Carnegie Investment Counsel
Ohio
$2.18M +$2.18M +120,048 New
TW
368
Transform Wealth
Colorado
$2.18M -$1.87M -102,936 -46%
WWM
369
Western Wealth Management
Colorado
$2.16M +$27K +1,484 +1%
CWM
370
Congress Wealth Management
Massachusetts
$2.15M +$2.15M +118,320 New
MCA
371
MSH Capital Advisors
Arizona
$2.14M +$244K +13,412 +13%
NSG
372
Nalls Sherbakoff Group
Tennessee
$2.14M -$24.9K -1,368 -1%
Corient Private Wealth
373
Corient Private Wealth
Florida
$2.12M -$742K -40,824 -26%
BWM
374
Brown Wealth Management
Illinois
$2.08M -$459K -25,272 -18%
AA
375
Advisory Alpha
Michigan
$2.06M +$97.3K +5,352 +5%
13 14
15
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