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

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$367M
2
GSIS
Global Strategic Investment Solutions
Arizona
$15M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.05B
4
UBS Group
UBS Group
Switzerland
$31.4M
5
VCA
Verdence Capital Advisors
Maryland
$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECML
376
Eagle Capital Management (Louisiana)
Louisiana
$1.56M +$1.43K +88 +0.1%
TWP
377
Tempus Wealth Planning
California
$1.56M +$399K +24,460 +34%
GWWM
378
Great Waters Wealth Management
Minnesota
$1.51M -$66.3K -4,080 -4%
BL
379
BFSG LLC
California
$1.51M -$18.2K -1,116 -1%
FA
380
Fiduciary Alliance
South Carolina
$1.49M +$234K +14,376 +19%
BCM
381
Brookstone Capital Management
Illinois
$1.49M +$435K +26,632 +41%
CIAS
382
Capital Investment Advisory Services
North Carolina
$1.48M +$131K +8,024 +10%
FA
383
FC Advisory
Pennsylvania
$1.48M +$3.26K +200 +0.2%
HFA
384
Highland Financial Advisors
New Jersey
$1.39M +$1.39M +85,400 New
CCA
385
Clearwater Capital Advisors
Illinois
$1.39M -$331K -20,316 -19%
TC
386
Tenret Company
Florida
$1.39M -$2.28K -140 -0.2%
GHA
387
GW Henssler & Associates
Georgia
$1.38M -$36.7K -2,252 -3%
AIM
388
AMI Investment Management
Indiana
$1.38M -$151K -9,268 -10%
LPAM
389
Lodestar Private Asset Management
California
$1.37M -$17K -1,044 -1%
MA
390
Modus Advisors
Minnesota
$1.35M -$150K -9,224 -10%
BA
391
Bristlecone Advisors
Washington
$1.34M +$4.04K +248 +0.3%
Betterment LLC
392
Betterment LLC
New York
$1.34M +$45.6K +2,800 +4%
CHA
393
Cooper/Haims Advisors
New York
$1.34M +$130 +8 +0%
DSC
394
Duncker Streett & Co
Missouri
$1.32M -$6.45K -396 -0.5%
CHA
395
Carmichael Hill & Associates
Maryland
$1.3M -$3.26K -200 -0.2%
SFG
396
Sovereign Financial Group
Connecticut
$1.3M -$687K -42,184 -35%
PCMC
397
Private Capital Management (Colorado)
Colorado
$1.29M -$2.67K -164 -0.2%
BCP
398
Blackhawk Capital Partners
Wisconsin
$1.27M -$263K -16,148 -17%
SCA
399
Scott Capital Advisors
Oregon
$1.26M +$3.06K +188 +0.2%
SWM
400
Southern Wealth Management
Texas
$1.25M +$36.2K +2,220 +3%
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