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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 %
KWM
451
Kolinsky Wealth Management
New Jersey
$1.18M +$39.4K +2,136 +3%
GJIA
452
Glass Jacobson Investment Advisors
Maryland
$1.16M +$1.16M +61,988 New
MFG
453
Merit Financial Group
Georgia
$1.15M +$736K +39,284 +177%
Northern Trust
454
Northern Trust
Illinois
$1.14M -$56.2K -3,000 -5%
ACG
455
Allen Capital Group
Nebraska
$1.13M +$177K +9,448 +19%
HSA
456
HBK Sorce Advisory
Pennsylvania
$1.13M +$43.6K +2,328 +4%
LFAS
457
Level Four Advisory Services
Texas
$1.13M – – –
RWRC
458
R.W. Roge & Company
New York
$1.12M -$105K -5,612 -9%
DT
459
Diversified Trust
Tennessee
$1.12M +$225 +12 +0%
Baird Financial Group
460
Baird Financial Group
Wisconsin
$1.11M -$312K -16,676 -22%
B
461
Bailard
California
$1.1M – – –
IW
462
Imprint Wealth
South Carolina
$1.09M -$41.4K -2,212 -4%
SWM
463
Segment Wealth Management
Texas
$1.09M +$11.5K +616 +1%
Natixis Advisors
464
Natixis Advisors
Massachusetts
$1.08M +$145K +7,736 +16%
FC
465
Fusion Capital
South Carolina
$1.08M – – –
AGC
466
Aspen Grove Capital
Colorado
$1.08M +$1.08M +57,420 New
HA
467
Herold Advisors
New York
$1.07M – – –
JWM
468
JFG Wealth Management
Colorado
$1.07M +$1.35K +72 +0.1%
RIS
469
Retirement Income Solutions
Michigan
$1.05M – – –
PFA
470
Petra Financial Advisors
Colorado
$1.05M +$668K +35,632 +174%
CFG
471
Cooper Financial Group
California
$1.05M +$481K +25,644 +85%
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$1.04M +$425K +22,692 +69%
FTS
473
Fifth Third Securities
Ohio
$1.02M +$129K +6,896 +15%
CPRC
474
Consolidated Portfolio Review Corp
New York
$1.01M -$30.6K -1,632 -3%
SQA
475
Simon Quick Advisors
New Jersey
$988K +$346K +18,472 +54%
17 18
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