SCHG icon

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 %
WMWM
376
Whitaker-Myers Wealth Managers
Ohio
$2.02M -$106K -5,672 -5%
BBPWM
377
Blue Bell Private Wealth Management
Pennsylvania
$1.99M -$39.6K -2,112 -2%
Janney Montgomery Scott
378
Janney Montgomery Scott
Pennsylvania
$1.97M +$45.7K +2,440 +2%
TWP
379
Tempus Wealth Planning
California
$1.96M +$172K +9,176 +10%
MCA
380
MSH Capital Advisors
Arizona
$1.95M +$58.4K +3,116 +3%
CW
381
CreativeOne Wealth
Kansas
$1.92M -$463K -24,728 -19%
AWMG
382
Alliance Wealth Management Group
New Jersey
$1.92M -$9.97K -532 -0.5%
TCM
383
Towercrest Capital Management
Pennsylvania
$1.92M -$9.97K -532 -0.5%
CCM
384
Condor Capital Management
New Jersey
$1.89M +$25.1K +1,340 +1%
VFIC
385
Valley Forge Investment Consultants
Pennsylvania
$1.89M -$24.7K -1,316 -1%
MPM
386
Meritage Portfolio Management
Kansas
$1.89M -$26.2K -1,396 -1%
RPGK
387
Retirement Planning Group (Kansas)
Kansas
$1.88M -$134K -7,152 -7%
Bank of New York Mellon
388
Bank of New York Mellon
New York
$1.86M +$1.56M +83,280 +514%
CA
389
Continuum Advisory
Idaho
$1.86M +$14.9K +796 +0.8%
AIM
390
Avity Investment Management
Connecticut
$1.85M +$965K +51,520 +109%
FA
391
Fiduciary Alliance
South Carolina
$1.85M +$134K +7,160 +8%
APCM
392
Alaska Permanent Capital Management
Alaska
$1.81M +$1.81M +96,792 New
TNA
393
True North Advisors
Texas
$1.81M +$1.81M +96,736 New
JPMPWA
394
J.P. Morgan Private Wealth Advisors
California
$1.8M -$197K -10,488 -10%
SFG
395
Snider Financial Group
Washington
$1.79M +$1.79M +95,320 New
PWMG
396
Prestige Wealth Management Group
New Jersey
$1.77M -$54.3K -2,900 -3%
BCM
397
Brookstone Capital Management
Illinois
$1.72M +$29.2K +1,576 +2%
KC
398
Kades & Cheifetz
Pennsylvania
$1.71M -$164K -8,736 -9%
BL
399
BFSG LLC
California
$1.68M -$60K -3,204 -3%
FA
400
FC Advisory
Pennsylvania
$1.68M -$22.3K -1,188 -1%
14 15
16
17 18