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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 %
MCC
401
Money Concepts Capital
Florida
$1.67M +$83.3K +4,584 +5%
PWS
402
Precision Wealth Strategies
Missouri
$1.67M +$1.67M +91,724 New
SOS
403
Silver Oak Securities
Tennessee
$1.67M +$924K +50,824 +124%
PWMG
404
Prestige Wealth Management Group
New Jersey
$1.66M -$59.6K -3,276 -3%
FA
405
FC Advisory
Pennsylvania
$1.64M +$7.64K +420 +0.5%
DC
406
Davenport & Co
Virginia
$1.63M +$20.6K +1,132 +1%
Goldman Sachs
407
Goldman Sachs
New York
$1.62M -$10.7M -589,804 -87%
BL
408
BFSG LLC
California
$1.62M -$13.2K -724 -0.8%
CFG
409
Cooper Financial Group
California
$1.62M +$602K +33,136 +59%
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$1.61M +$380K +20,884 +31%
AF
411
Advisornet Financial
Minnesota
$1.61M -$646K -35,556 -29%
USCWA
412
U.S. Capital Wealth Advisors
Texas
$1.61M +$115K +6,316 +8%
GFP
413
Guardian Financial Partners
California
$1.6M +$1.6M +87,900 New
IWP
414
Invenio Wealth Partners
Florida
$1.58M +$1.58M +86,800 New
GWWM
415
Great Waters Wealth Management
Minnesota
$1.57M -$61.7K -3,316 -4%
YLHM
416
Yelin Lapidot Holdings Management
Israel
$1.56M +$1.56M +86,000 New
HFA
417
Highland Financial Advisors
New Jersey
$1.56M +$5.09K +280 +0.3%
KFGK
418
Keystone Financial Group (Kentucky)
Kentucky
$1.54M -$58.3K -3,208 -4%
BRWA
419
B. Riley Wealth Advisors
Florida
$1.54M +$92.5K +5,088 +6%
RWM
420
Reston Wealth Management
Virginia
$1.51M +$111K +6,088 +8%
CHA
421
Carmichael Hill & Associates
Maryland
$1.48M +$42.6K +2,344 +3%
BA
422
Bristlecone Advisors
Washington
$1.48M +$2.91K +160 +0.2%
RWA
423
Redhawk Wealth Advisors
Minnesota
$1.47M -$10.7M -589,296 -88%
DSC
424
Duncker Streett & Co
Missouri
$1.47M +$145 +8 +0%
SCA
425
Scott Capital Advisors
Oregon
$1.47M +$1.36K +72 +0.1%
15 16
17
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