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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 %
DC
401
Davenport & Co
Virginia
$1.24M +$44.9K +2,756 +4%
Baird Financial Group
402
Baird Financial Group
Wisconsin
$1.24M -$11.2M -684,632 -90%
OPS
403
Orion Portfolio Solutions
Nebraska
$1.24M +$93.1K +5,712 +8%
BCI
404
Brinker Capital Investments
Pennsylvania
$1.24M +$1.24M +75,972 New
CS
405
Crescent Sterling
Louisiana
$1.22M +$47.1K +2,888 +4%
CG
406
Colony Group
Massachusetts
$1.22M -$750K -46,008 -38%
CWM
407
Cornerstone Wealth Management
Missouri
$1.22M +$1.22M +74,928 New
KMWM
408
Keudell/Morrison Wealth Management
Oregon
$1.21M -$76.6K -4,700 -6%
NA
409
NewEdge Advisors
Louisiana
$1.2M -$70.4K -4,324 -6%
CSWM
410
Cassady Schiller Wealth Management
Ohio
$1.19M +$44.4K +2,728 +4%
AP
411
Appleton Partners
Massachusetts
$1.19M – – –
SPI
412
Santori & Peters Inc
Pennsylvania
$1.16M +$2.02K +124 +0.2%
ASN
413
Advisory Services Network
Georgia
$1.16M +$86.3K +5,296 +8%
USCWA
414
U.S. Capital Wealth Advisors
Texas
$1.15M +$418K +25,652 +57%
GFP
415
Guardian Financial Partners
California
$1.14M +$117K +7,168 +11%
SIAG
416
Signet Investment Advisory Group
Rhode Island
$1.12M -$44.8K -2,748 -4%
JWM
417
Janiczek Wealth Management
Colorado
$1.12M -$836K -51,180 -43%
MLA
418
My Legacy Advisors
Oregon
$1.11M -$2.46K -152 -0.2%
BRWA
419
B. Riley Wealth Advisors
Florida
$1.11M -$126K -7,720 -10%
OSAM
420
O'Shaughnessy Asset Management
Connecticut
$1.11M +$1.06M +65,244 +2,427%
RA
421
RFG Advisory
Alabama
$1.09M +$49.6K +3,044 +5%
OWM
422
Orgel Wealth Management
Wisconsin
$1.09M -$452K -27,768 -29%
RWRC
423
R.W. Roge & Company
New York
$1.07M -$203K -12,472 -16%
FWM
424
Fingerlakes Wealth Management
New York
$1.05M +$268K +16,428 +34%
PFBT
425
Parkside Financial Bank & Trust
Missouri
$1.04M +$81.5K +5,000 +8%
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