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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 %
IA
351
Insight Advisors
Pennsylvania
$3.48M -$226K -10,908 -6%
CW
352
Connectus Wealth
Ohio
$3.47M -$1.16M -55,836 -25%
MFG
353
Magnus Financial Group
New York
$3.43M +$425K +20,484 +14%
IAA
354
Independent Advisor Alliance
North Carolina
$3.42M +$408K +19,688 +14%
DB
355
Dravo Bay
Delaware
$3.42M +$2.57K +124 +0.1%
DCM
356
Donaldson Capital Management
Indiana
$3.42M +$248K +11,960 +8%
AIA
357
Arcadia Investment Advisors
Idaho
$3.4M -$8.79K -424 -0.3%
ECML
358
Eagle Capital Management (Louisiana)
Louisiana
$3.4M -$60.7K -2,928 -2%
DWM
359
Dakota Wealth Management
Florida
$3.39M +$215K +10,376 +7%
HWA
360
HCR Wealth Advisors
California
$3.38M +$36.9K +1,780 +1%
GIA
361
Gladstone Institutional Advisory
Florida
$3.38M -$108K -5,224 -3%
KBFS
362
Kohmann Bosshard Financial Services
Ohio
$3.37M -$244K -11,748 -7%
NJIM
363
Nabity-Jensen Investment Management
Nebraska
$3.35M +$3.35M +161,592 New
LCM
364
Liberty Capital Management
Michigan
$3.3M +$528K +25,480 +19%
FPFS
365
First Personal Financial Services
North Carolina
$3.28M -$286K -13,804 -8%
CWM
366
Chesapeake Wealth Management
Virginia
$3.24M +$199K +9,616 +7%
GWA
367
GGM Wealth Advisors
Maryland
$3.22M +$233K +10,768 +8%
CCM
368
Cambridge Capital Management
Illinois
$3.18M +$3.18M +153,356 New
SF
369
Synovus Financial
Georgia
$3.17M +$2.42M +116,556 +320%
CWM
370
Curi Wealth Management
North Carolina
$3.15M -$3.26M -157,140 -51%
SAM
371
Smartleaf Asset Management
Massachusetts
$3.14M +$3.14M +150,616 New
BFM
372
Broadview Financial Management
Wisconsin
$3.13M -$158K -7,636 -5%
EA
373
Eudaimonia Advisors
Tennessee
$3.12M -$1.08K -52 -0%
ADL
374
Asset Dedication LLC
California
$3.1M -$144K -6,936 -4%
OC
375
Oppenheimer & Co
New York
$3.06M +$1.06M +50,904 +53%
13 14
15
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