SCHG icon

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 %
PNC Financial Services Group
451
PNC Financial Services Group
Pennsylvania
$834K +$59.4K +3,648 +8%
JC
452
Jentner Corp
Ohio
$831K -$40.3K -2,472 -5%
SAG
453
SageView Advisory Group
California
$830K -$38.3K -2,348 -4%
ACG
454
Allen Capital Group
Nebraska
$827K +$827K +50,744 New
IAP
455
Indie Asset Partners
Indiana
$824K -$3.26K -200 -0.4%
Natixis Advisors
456
Natixis Advisors
Massachusetts
$812K +$812K +49,844 New
SPIA
457
Steward Partners Investment Advisory
New York
$808K +$113K +6,936 +16%
AA
458
Ancora Advisors
Ohio
$807K +$83.3K +5,112 +12%
WC
459
Waterloo Capital
Texas
$798K +$798K +49,004 New
ICM
460
Islay Capital Management
Texas
$785K -$71.7K -4,400 -8%
WRPWM
461
Werba Rubin Papier Wealth Management
California
$777K +$425K +26,108 +121%
FTS
462
Fifth Third Securities
Ohio
$773K +$21.8K +1,340 +3%
GWM
463
Gray Wealth Management
Maine
$773K +$307K +18,856 +66%
AIM
464
Avity Investment Management
Connecticut
$772K +$772K +47,400 New
CAM
465
Cozad Asset Management
Illinois
$768K – – –
HC
466
Hoese & Co
Minnesota
$760K – – –
Lido Advisors
467
Lido Advisors
California
$760K +$760K +60,076 New
UB
468
UMB Bank
Missouri
$756K -$10.8K -660 -1%
KJWM
469
Kiley Juergens Wealth Management
Washington
$751K +$59.6K +3,656 +9%
TF
470
TIAA FSB
Florida
$744K -$3K -184 -0.4%
SFS
471
Summit Financial Strategies
Ohio
$734K -$3.06K -188 -0.4%
IAIM
472
International Assets Investment Management
Florida
$733K +$733K +44,828 New
NL
473
NWAM LLC
Washington
$731K -$707K -43,400 -49%
AWM
474
Aspire Wealth Management
Massachusetts
$728K -$190K -11,692 -21%
Kovitz Investment Group Partners
475
Kovitz Investment Group Partners
Illinois
$721K +$721K +44,256 New
17 18
19
20 21