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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 %
AL
376
ACAS LLC
California
$2.04M -$166K -9,128 -8%
CCM
377
Condor Capital Management
New Jersey
$2.04M +$204K +11,228 +11%
SAG
378
SageView Advisory Group
California
$2.03M -$123K -6,752 -6%
AC
379
Avant Capital
Louisiana
$2.03M -$4.29K -236 -0.2%
HWM
380
Heirloom Wealth Management
Colorado
$2.01M -$32.4K -1,780 -2%
BAMG
381
Brand Asset Management Group
Missouri
$2.01M -$891K -49,012 -31%
KAS
382
KPP Advisory Services
Kentucky
$2M +$2M +110,076 New
WAM
383
Worth Asset Management
Texas
$1.98M +$1.94M +106,812 +4,718%
BBPWM
384
Blue Bell Private Wealth Management
Pennsylvania
$1.93M -$582 -32 -0%
CG
385
Colony Group
Massachusetts
$1.92M -$112K -6,136 -5%
TWP
386
Tempus Wealth Planning
California
$1.92M +$12.9K +712 +0.7%
TCM
387
Towercrest Capital Management
Pennsylvania
$1.86M -$2.04K -112 -0.1%
ASN
388
Advisory Services Network
Georgia
$1.85M +$450K +24,740 +32%
RPGK
389
Retirement Planning Group (Kansas)
Kansas
$1.84M +$13.3K +732 +0.7%
SFC
390
SYM Financial Corp
Indiana
$1.8M +$1.66M +91,412 +1,176%
VFIC
391
Valley Forge Investment Consultants
Pennsylvania
$1.8M -$29.4K -1,616 -2%
Janney Montgomery Scott
392
Janney Montgomery Scott
Pennsylvania
$1.77M -$138K -7,596 -7%
APCM
393
Alaska Permanent Capital Management
Alaska
$1.76M – – –
OC
394
Oppenheimer & Co
New York
$1.76M +$558K +30,716 +47%
MPM
395
Meritage Portfolio Management
Kansas
$1.74M -$90.9K -5,000 -5%
KMWM
396
Keudell/Morrison Wealth Management
Oregon
$1.73M +$206K +11,332 +14%
Bank of New York Mellon
397
Bank of New York Mellon
New York
$1.71M -$100K -5,512 -6%
SFG
398
Snider Financial Group
Washington
$1.7M -$36.7K -2,020 -2%
CA
399
Continuum Advisory
Idaho
$1.69M -$118K -6,500 -7%
ZIMP
400
Zimmermann Investment Management & Planning
Pennsylvania
$1.68M -$333K -18,300 -17%
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