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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 %
TNA
451
True North Advisors
Texas
$1.99M +$415K +19,992 +26%
MCC
452
Money Concepts Capital
Florida
$1.99M +$85.5K +4,124 +4%
LIM
453
Leavell Investment Management
Alabama
$1.99M +$946K +45,588 +91%
MPM
454
Meritage Portfolio Management
Kansas
$1.98M -$830 -40 -0%
FA
455
FC Advisory
Pennsylvania
$1.96M +$92.4K +4,456 +5%
SOS
456
Silver Oak Securities
Tennessee
$1.95M +$52.4K +2,528 +3%
YIH
457
Y-Intercept (HK)
Hong Kong
$1.94M +$1.94M +93,636 New
Janney Montgomery Scott
458
Janney Montgomery Scott
Pennsylvania
$1.94M -$78.5K -3,784 -4%
RAG
459
RIA Advisory Group
Iowa
$1.94M +$1.94M +101,852 New
LAS
460
Lloyd Advisory Services
Georgia
$1.92M +$1.92M +92,488 New
TFG
461
Team Financial Group
California
$1.91M +$780K +37,632 +69%
BFA
462
Beaumont Financial Advisors
Massachusetts
$1.9M -$795K -38,344 -29%
AAS
463
Ameritas Advisory Services
Nebraska
$1.89M -$2.59M -124,224 -58%
OSAM
464
O'Shaughnessy Asset Management
Connecticut
$1.89M +$47.9K +2,308 +3%
DC
465
Davenport & Co
Virginia
$1.86M -$2.49K -120 -0.1%
CA
466
Continuum Advisory
Idaho
$1.84M -$85K -4,096 -4%
PWMG
467
Prestige Wealth Management Group
New Jersey
$1.84M -$53.4K -2,572 -3%
SFG
468
Snider Financial Group
Washington
$1.84M -$98.9K -4,768 -5%
USCWA
469
U.S. Capital Wealth Advisors
Texas
$1.82M -$16K -772 -0.9%
SCA
470
Scott Capital Advisors
Oregon
$1.8M +$191K +9,232 +12%
GCP
471
GSA Capital Partners
United Kingdom
$1.8M +$1.8M +86,800 New
BL
472
BFSG LLC
California
$1.79M -$55.9K -2,696 -3%
YLHM
473
Yelin Lapidot Holdings Management
Israel
$1.78M – – –
CFG
474
Clayton Financial Group
Missouri
$1.77M +$1.77M +85,348 New
SFC
475
SYM Financial Corp
Indiana
$1.77M -$291K -14,036 -14%
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