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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 %
ASN
426
Advisory Services Network
Georgia
$1.44M +$114K +6,108 +9%
RWM
427
Reston Wealth Management
Virginia
$1.44M -$4.04M -215,404 -74%
MA
428
Modus Advisors
Minnesota
$1.43M -$115K -6,120 -7%
CS
429
Crescent Sterling
Louisiana
$1.43M +$22.2K +1,184 +2%
PCMC
430
Private Capital Management (Colorado)
Colorado
$1.43M -$55K -2,936 -4%
SPI
431
Santori & Peters Inc
Pennsylvania
$1.4M +$62.9K +3,356 +5%
Betterment LLC
432
Betterment LLC
New York
$1.37M -$175K -9,316 -11%
PFBT
433
Parkside Financial Bank & Trust
Missouri
$1.37M +$167K +8,920 +14%
AP
434
Appleton Partners
Massachusetts
$1.36M – – –
MLA
435
My Legacy Advisors
Oregon
$1.36M +$44.2K +2,312 +3%
MOS
436
MGO One Seven
Ohio
$1.36M +$227K +12,120 +20%
BCP
437
Blackhawk Capital Partners
Wisconsin
$1.35M -$108K -5,748 -7%
CWM
438
Cornerstone Wealth Management
Missouri
$1.32M -$80.6K -4,300 -6%
DI
439
DFPG Investments
Utah
$1.32M +$197K +10,092 +18%
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$1.27M – – –
JWM
441
Janiczek Wealth Management
Colorado
$1.27M -$7.72K -412 -0.6%
AAP
442
Arax Advisory Partners
Colorado
$1.26M +$1.26M +66,992 +19,474%
CF
443
Centaurus Financial
California
$1.25M -$888K -47,392 -42%
FWM
444
Fingerlakes Wealth Management
New York
$1.25M +$34.6K +1,848 +3%
SIAG
445
Signet Investment Advisory Group
Rhode Island
$1.24M -$55.7K -2,972 -4%
OC
446
Oppenheimer & Co
New York
$1.24M +$508K +27,096 +70%
MC
447
Montag & Caldwell
Georgia
$1.22M +$921K +49,164 +311%
IAA
448
Independent Advisor Alliance
North Carolina
$1.2M +$138K +7,360 +13%
Renaissance Technologies
449
Renaissance Technologies
New York
$1.19M +$1.19M +63,600 New
MAM
450
Marotta Asset Management
Virginia
$1.18M +$1.18M +63,196 New
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