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 %
NL
401
NWAM LLC
Washington
$1.66M +$823K +43,916 +98%
AAS
402
Ameritas Advisory Services
Nebraska
$1.66M -$2.08M -112,288 -56%
DC
403
Davenport & Co
Virginia
$1.66M +$228K +12,188 +16%
KFGK
404
Keystone Financial Group (Kentucky)
Kentucky
$1.65M +$1.65M +88,048 New
CIAS
405
Capital Investment Advisory Services
North Carolina
$1.64M -$67.3K -3,592 -4%
GWWM
406
Great Waters Wealth Management
Minnesota
$1.64M -$105K -5,600 -6%
MCC
407
Money Concepts Capital
Florida
$1.64M -$815K -43,488 -33%
HFA
408
Highland Financial Advisors
New Jersey
$1.6M -$375 -20 -0%
TC
409
Tenret Company
Florida
$1.59M – – –
CSWM
410
Cassady Schiller Wealth Management
Ohio
$1.58M +$207K +11,060 +15%
KMWM
411
Keudell/Morrison Wealth Management
Oregon
$1.57M +$177K +9,472 +13%
AIM
412
AMI Investment Management
Indiana
$1.56M -$24.9K -1,328 -2%
GHA
413
GW Henssler & Associates
Georgia
$1.54M -$45.7K -2,440 -3%
USCWA
414
U.S. Capital Wealth Advisors
Texas
$1.54M +$218K +11,640 +17%
OWM
415
Orgel Wealth Management
Wisconsin
$1.53M +$277K +14,784 +22%
Marshall Wace
416
Marshall Wace
United Kingdom
$1.52M +$1.52M +81,260 New
BA
417
Bristlecone Advisors
Washington
$1.52M -$23.2K -1,240 -2%
DSC
418
Duncker Streett & Co
Missouri
$1.52M +$75 +4 +0%
CHA
419
Cooper/Haims Advisors
New York
$1.52M -$22.3K -1,192 -1%
LPAM
420
Lodestar Private Asset Management
California
$1.51M -$60.6K -3,232 -4%
BRWA
421
B. Riley Wealth Advisors
Florida
$1.49M +$211K +11,272 +16%
CCA
422
Clearwater Capital Advisors
Illinois
$1.49M -$112K -5,960 -7%
CHA
423
Carmichael Hill & Associates
Maryland
$1.48M -$12.3K -656 -0.8%
SW
424
SVB Wealth
Massachusetts
$1.48M -$1.08M -57,832 -42%
SCA
425
Scott Capital Advisors
Oregon
$1.45M +$1.5K +80 +0.1%
15 16
17
18 19