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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.

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
1
Angeles Investment Advisors
California
$98.9M
2
ML
2
McAdam LLC
Pennsylvania
$97.5M
3
MG
3
Mather Group
Illinois
$621M
4
TIM
4
Total Investment Management
Arizona
$38.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$353M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$367M
2
GSIS
2
Global Strategic Investment Solutions
Arizona
$15M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.05B
4
UBS Group
4
UBS Group
Switzerland
$31.4M
5
VCA
5
Verdence Capital Advisors
Maryland
$9.47M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$59.1M 3,628,440 -326,884 -8%
MGIA
27
Moneta Group Investment Advisors
Missouri
$51.8M 3,180,516 +637,308 +25%
CCMG
28
Clark Capital Management Group
Pennsylvania
$51.8M 3,178,928 -256,012 -7%
UCFA
29
United Capital Financial Advisors
Texas
$51.6M 3,166,452 -113,460 -3%
OIA
30
OneDigital Investment Advisors
Kansas
$50M 3,071,356 -175,764 -5%
CAN
31
Cetera Advisor Networks
California
$47.1M 2,888,380 +328,072 +13%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$43.5M 2,669,032 +26,568 +1%
Truist Financial
33
Truist Financial
North Carolina
$42.5M 2,605,700 +281,172 +12%
MML Investors Services
34
MML Investors Services
Massachusetts
$42.3M 2,598,552 -370,956 -12%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$42.3M 2,595,600 +25,376 +1%
LFS
36
Legacy Financial Strategies
Kansas
$42.1M 2,582,912 +582,428 +29%
PCIA
37
Prime Capital Investment Advisors
Kansas
$41.1M 2,523,436 -119,568 -5%
BPA
38
Beacon Pointe Advisors
California
$39.2M 2,404,812 +166,516 +7%
TWM
39
Tradition Wealth Management
Minnesota
$39.2M 2,397,836 -133,516 -5%
BC
40
Brio Consultants
California
$38.9M 2,385,368 +106,280 +5%
TIM
41
Total Investment Management
Arizona
$38.7M 2,372,804 +2,323,380 +4,701%
FCI
42
Financial Counselors Inc
Kansas
$37.4M 2,295,692 -198,760 -8%
KLI
43
Kelman-Lazarov Inc
Tennessee
$35.7M 2,193,288 +28,860 +1%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$35.3M 2,168,640 +150,900 +7%
KAS
45
Kestra Advisory Services
Texas
$33.7M 2,066,256 -300,172 -13%
GAM
46
Gemmer Asset Management
California
$31.9M 1,960,488 -20,048 -1%
US Bancorp
47
US Bancorp
Minnesota
$31.8M 1,949,092 -66,984 -3%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$31.4M 1,938,144 -251,176 -11%
UBS Group
49
UBS Group
Switzerland
$31.4M 1,924,720 -878,736 -31%
Creative Planning
50
Creative Planning
Kansas
$31.2M 1,913,984 -532,020 -22%
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