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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 %
Northern Trust
426
Northern Trust
Illinois
$1.04M -$45.6K -2,796 -4%
KWM
427
Kolinsky Wealth Management
New Jersey
$1.01M +$55.5K +3,408 +6%
BAM
428
Belpointe Asset Management
Nevada
$995K -$581K -35,660 -37%
IW
429
Imprint Wealth
South Carolina
$984K +$984K +60,416 New
MOS
430
MGO One Seven
Ohio
$983K +$368K +22,572 +60%
LFAS
431
Level Four Advisory Services
Texas
$980K +$533K +32,740 +119%
DT
432
Diversified Trust
Tennessee
$972K +$150K +9,204 +18%
BWM
433
BCS Wealth Management
Tennessee
$959K +$296K +18,156 +45%
B
434
Bailard
California
$956K – – –
HSA
435
HBK Sorce Advisory
Pennsylvania
$942K -$915K -56,152 -49%
SWM
436
Segment Wealth Management
Texas
$937K -$134K -8,200 -12%
FC
437
Fusion Capital
South Carolina
$936K -$13.4K -824 -1%
DI
438
DFPG Investments
Utah
$936K +$518K +31,824 +124%
HA
439
Herold Advisors
New York
$931K -$308K -18,880 -25%
JWM
440
JFG Wealth Management
Colorado
$927K +$1.24K +76 +0.1%
SOS
441
Silver Oak Securities
Tennessee
$920K +$477K +29,288 +108%
IAA
442
Independent Advisor Alliance
North Carolina
$920K +$166K +10,204 +22%
RIS
443
Retirement Income Solutions
Michigan
$916K +$353K +21,680 +63%
Goldman Sachs
444
Goldman Sachs
New York
$915K +$452K +27,736 +98%
CPRC
445
Consolidated Portfolio Review Corp
New York
$904K +$904K +55,464 New
CGFA
446
Colton Groome Financial Advisors
North Carolina
$893K -$3.11M -191,028 -78%
TA
447
TrueWealth Advisors
Alabama
$879K -$29.5K -1,808 -3%
CWM
448
Castle Wealth Management
Florida
$867K -$37K -2,272 -4%
OFG
449
Oxford Financial Group
Indiana
$852K -$6.58K -404 -0.8%
ZIMP
450
Zimmermann Investment Management & Planning
Pennsylvania
$847K -$194K -11,936 -19%
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