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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 %
DIA
376
Dana Investment Advisors
Wisconsin
$3.06M -$1.2M -57,932 -28%
Citadel Advisors
377
Citadel Advisors
Florida
$3.05M +$3.03M +146,136 +13,048%
AT
378
Arlington Trust
Alabama
$3.02M +$3.02M +145,800 New
SWM
379
Silverlake Wealth Management
Vermont
$3.02M +$212K +10,216 +8%
CAG
380
Csenge Advisory Group
Florida
$3M +$299K +14,432 +11%
EFG
381
Embree Financial Group
Illinois
$2.97M +$2.97M +143,232 New
MCA
382
MSH Capital Advisors
Arizona
$2.94M +$503K +24,272 +21%
LW
383
Linscomb Wealth
Texas
$2.91M +$16.8K +808 +0.6%
BWM
384
Boyd Wealth Management
California
$2.89M -$596K -28,740 -17%
PIA
385
Panoramic Investment Advisors
Colorado
$2.86M -$75K -3,616 -3%
FA
386
Fagan Associates
New York
$2.86M +$185K +8,920 +7%
OPWM
387
Oxinas Partners Wealth Management
Indiana
$2.85M -$221K -10,672 -7%
BIA
388
Bigelow Investment Advisors
Maine
$2.84M +$161K +7,740 +6%
AA
389
Aire Advisors
California
$2.82M -$36.3K -1,752 -1%
CL
390
Choreo LLC
Illinois
$2.81M -$80.9K -3,900 -3%
LIA
391
LifePlan Investment Advisors
North Carolina
$2.81M +$28.9K +1,392 +1%
Susquehanna International Group
392
Susquehanna International Group
Pennsylvania
$2.77M +$1.41M +67,820 +103%
AF
393
Allworth Financial
California
$2.77M -$3.65M -176,064 -57%
CPRC
394
Consolidated Portfolio Review Corp
New York
$2.75M +$1.66M +79,948 +152%
ASN
395
Advisory Services Network
Georgia
$2.75M +$634K +30,572 +30%
BOPW
396
Brandywine Oak Private Wealth
Pennsylvania
$2.72M +$22.9K +1,104 +0.8%
BMCM
397
Burns Matteson Capital Management
New York
$2.71M -$192K -9,280 -7%
SPC
398
Sigma Planning Corp
Michigan
$2.69M -$3.33M -160,732 -55%
MCCA
399
Mill Creek Capital Advisors
Pennsylvania
$2.68M +$34.8K +1,680 +1%
TAM
400
Townsend Asset Management
North Carolina
$2.67M +$60.3K +2,908 +2%
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