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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 %
KWA
451
Kingswood Wealth Advisors
California
$1.27M +$1.27M +70,088 New
MLA
452
My Legacy Advisors
Oregon
$1.26M -$47.9K -2,612 -4%
CFGSD
453
Compass Financial Group (South Dakota)
South Dakota
$1.26M +$474K +26,060 +61%
WPW
454
Watershed Private Wealth
Illinois
$1.25M +$1.25M +68,952 New
FWM
455
Fingerlakes Wealth Management
New York
$1.25M +$37.7K +2,076 +3%
JWM
456
Janiczek Wealth Management
Colorado
$1.24M +$8.65K +476 +0.7%
SWP
457
Semus Wealth Partners
Florida
$1.24M +$403K +22,180 +48%
CWM
458
Cornerstone Wealth Management
Missouri
$1.22M -$59.6K -3,280 -5%
FFS
459
Founders Financial Securities
Maryland
$1.22M +$637K +35,016 +109%
MC
460
Montag & Caldwell
Georgia
$1.22M +$36.7K +2,016 +3%
CCA
461
Clearwater Capital Advisors
Illinois
$1.22M -$227K -12,480 -16%
AIM
462
AMI Investment Management
Indiana
$1.21M -$305K -16,756 -20%
KWM
463
Kolinsky Wealth Management
New Jersey
$1.2M +$31.4K +1,728 +3%
Susquehanna International Group
464
Susquehanna International Group
Pennsylvania
$1.2M -$844K -46,448 -41%
SIAG
465
Signet Investment Advisory Group
Rhode Island
$1.19M -$13.2K -728 -1%
Natixis Advisors
466
Natixis Advisors
Massachusetts
$1.16M +$108K +5,932 +10%
JWM
467
JFG Wealth Management
Colorado
$1.14M +$108K +5,936 +10%
SFWA
468
Summit Financial Wealth Advisors
Louisiana
$1.14M +$266K +13,980 +30%
NEPWA
469
New England Private Wealth Advisors
Massachusetts
$1.14M +$1.14M +62,612 New
Northern Trust
470
Northern Trust
Illinois
$1.11M +$8.73K +480 +0.8%
MAM
471
Marotta Asset Management
Virginia
$1.09M -$61.9K -3,404 -5%
DT
472
Diversified Trust
Tennessee
$1.09M +$145 +8 +0%
B
473
Bailard
California
$1.08M +$14.5K +800 +1%
MHS
474
M Holdings Securities
Oregon
$1.07M +$1.07M +59,012 New
Brown Advisory
475
Brown Advisory
Maryland
$1.07M +$397K +21,856 +59%
17 18
19
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