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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,091 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 177 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,091
Holders Change
+124
Holders Change %
+12.82%
% of All Funds
15.99%
Holding in Top 10
178
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+19.46%
% of All Funds
2.61%
New
177
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 %
TAM
401
Townsend Asset Management
North Carolina
$2.67M +$60.3K +2,908 +2%
BAMG
402
Brand Asset Management Group
Missouri
$2.66M +$359K +17,328 +16%
TW
403
Transform Wealth
Colorado
$2.65M +$165K +7,948 +7%
CIC
404
Carnegie Investment Counsel
Ohio
$2.65M +$165K +7,948 +7%
HFA
405
Highland Financial Advisors
New Jersey
$2.64M +$861K +41,500 +48%
RPGK
406
Retirement Planning Group (Kansas)
Kansas
$2.63M +$539K +25,992 +26%
GAA
407
Guardian Asset Advisors
Pennsylvania
$2.61M +$2.61M +125,704 New
AIM
408
Athena Investment Management
California
$2.58M +$14.1K +680 +0.5%
TYCC
409
Texas Yale Capital Corp
Florida
$2.58M +$747 +36 +0%
LWM
410
LongView Wealth Management
Georgia
$2.57M +$2.57M +124,496 New
SFC
411
Sprinkle Financial Consultants
Colorado
$2.56M +$2.56M +123,484 New
WWM
412
Western Wealth Management
Colorado
$2.56M +$91.1K +4,392 +4%
CWM
413
Congress Wealth Management
Massachusetts
$2.54M +$87.9K +4,236 +4%
S
414
SignatureFD
Georgia
$2.54M +$14.4K +696 +0.6%
BA
415
Bridge Advisory
California
$2.53M +$2.53M +121,928 New
EWM
416
Evercore Wealth Management
New York
$2.52M – – –
IWP
417
Invenio Wealth Partners
Florida
$2.51M +$713K +34,372 +40%
ATPW
418
Ashton Thomas Private Wealth
Arizona
$2.46M +$2.1M +101,420 +583%
OPA
419
Old Port Advisors
Maine
$2.46M -$591K -28,508 -19%
NSG
420
Nalls Sherbakoff Group
Tennessee
$2.45M +$10.7K +516 +0.4%
SCA
421
STALEY CAPITAL ADVISERS
Pennsylvania
$2.43M – – –
PCA
422
Pallas Capital Advisors
Massachusetts
$2.42M -$679K -32,752 -22%
GG
423
GenWealth Group
New Jersey
$2.4M -$131K -6,312 -5%
TWP
424
Tempus Wealth Planning
California
$2.38M +$195K +9,412 +9%
JGCM
425
Joseph Group Capital Management
Ohio
$2.37M -$312K -15,036 -12%
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