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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 %
JPMPWA
426
J.P. Morgan Private Wealth Advisors
California
$1.45M -$300K -16,520 -17%
LPAM
427
Lodestar Private Asset Management
California
$1.45M -$20.2K -1,112 -1%
GHA
428
GW Henssler & Associates
Georgia
$1.44M -$55.2K -3,036 -4%
CHA
429
Cooper/Haims Advisors
New York
$1.42M -$48.5K -2,668 -3%
PFA
430
Petra Financial Advisors
Colorado
$1.42M +$399K +21,964 +39%
OWM
431
Orgel Wealth Management
Wisconsin
$1.42M -$63.1K -3,472 -4%
CSWM
432
Cassady Schiller Wealth Management
Ohio
$1.41M -$122K -6,700 -8%
CS
433
Crescent Sterling
Louisiana
$1.4M +$20.1K +1,108 +1%
MOS
434
MGO One Seven
Ohio
$1.4M +$86.4K +4,752 +7%
KC
435
Kades & Cheifetz
Pennsylvania
$1.38M -$271K -14,920 -16%
TNA
436
True North Advisors
Texas
$1.38M -$375K -20,640 -21%
MA
437
Modus Advisors
Minnesota
$1.37M -$24.7K -1,356 -2%
FEM
438
Fulcrum Equity Management
Texas
$1.36M +$1.36M +74,964 New
SPI
439
Santori & Peters Inc
Pennsylvania
$1.35M -$2.76K -152 -0.2%
PCMC
440
Private Capital Management (Colorado)
Colorado
$1.34M -$41.6K -2,288 -3%
DI
441
DFPG Investments
Utah
$1.33M +$57.2K +3,024 +4%
CF
442
Centaurus Financial
California
$1.33M +$126K +6,912 +10%
AGC
443
Aspen Grove Capital
Colorado
$1.32M +$273K +15,000 +26%
PFBT
444
Parkside Financial Bank & Trust
Missouri
$1.31M -$21.3K -1,172 -2%
AP
445
Appleton Partners
Massachusetts
$1.3M -$24.7K -1,360 -2%
GJIA
446
Glass Jacobson Investment Advisors
Maryland
$1.28M +$158K +8,680 +14%
BCP
447
Blackhawk Capital Partners
Wisconsin
$1.28M -$31.9K -1,756 -2%
ACG
448
Allen Capital Group
Nebraska
$1.28M +$173K +9,444 +16%
SW
449
SVB Wealth
Massachusetts
$1.28M -$155K -8,508 -11%
Betterment LLC
450
Betterment LLC
New York
$1.28M -$52.4K -2,880 -4%
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