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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 %
AA
426
Advisory Alpha
Michigan
$2.37M +$21.2K +1,020 +0.9%
BWM
427
Brown Wealth Management
Illinois
$2.36M -$7.88K -380 -0.3%
FFS
428
Founders Financial Securities
Maryland
$2.36M +$966K +46,568 +69%
CFG
429
Cooper Financial Group
California
$2.34M +$496K +23,900 +27%
HWM
430
Heirloom Wealth Management
Colorado
$2.34M +$41.7K +2,012 +2%
GFP
431
Guardian Financial Partners
California
$2.33M +$506K +24,404 +28%
CCWM
432
Cassaday & Co Wealth Management
Virginia
$2.31M +$2.08M +100,144 +875%
MOS
433
MGO One Seven
Ohio
$2.29M +$689K +33,232 +43%
AL
434
ACAS LLC
California
$2.29M -$39.6K -1,908 -2%
CCM
435
Condor Capital Management
New Jersey
$2.28M -$46.9K -2,260 -2%
Focus Partners Wealth
436
Focus Partners Wealth
Massachusetts
$2.28M +$2.28M +109,736 New
DBRC
437
D.B. Root & Company
Pennsylvania
$2.25M +$1.55M +74,588 +221%
B
438
Birchbrook
Maine
$2.17M +$2.17M +104,764 New
MCM
439
MidAtlantic Capital Management
Virginia
$2.16M +$2.16M +104,100 New
SWP
440
Semus Wealth Partners
Florida
$2.16M +$742K +35,776 +52%
RWM
441
Reston Wealth Management
Virginia
$2.11M +$388K +18,724 +23%
WPW
442
Watershed Private Wealth
Illinois
$2.1M +$673K +32,472 +47%
TCM
443
Towercrest Capital Management
Pennsylvania
$2.1M -$18.9K -912 -0.9%
AWMG
444
Alliance Wealth Management Group
New Jersey
$2.1M +$2.1M +101,408 New
CFGSD
445
Compass Financial Group (South Dakota)
South Dakota
$2.08M +$646K +31,168 +45%
SW
446
SVB Wealth
Massachusetts
$2.08M +$621K +29,944 +43%
VFIC
447
Valley Forge Investment Consultants
Pennsylvania
$2.04M -$10.2K -492 -0.5%
KMWM
448
Keudell/Morrison Wealth Management
Oregon
$2.03M +$56.8K +2,740 +3%
TVM
449
True Vision MN
Minnesota
$2.01M +$2.01M +97,112 New
ZIMP
450
Zimmermann Investment Management & Planning
Pennsylvania
$2.01M +$89.7K +4,324 +5%
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