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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.

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
1
Osaic Holdings
Arizona
$555M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$68.4M
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$50.9M
4
SIS
4
Strategic Investment Solutions
Illinois
$47.2M
5
MCM
5
MAI Capital Management
Ohio
$36.4M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$931M
2
AIA
2
Angeles Investment Advisors
California
$128M
3
TIM
3
Total Investment Management
Arizona
$664K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$58.5M
5
AG
5
Appleton Group
Wisconsin
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$64.1M 880,967 +40,273 +5%
KF
27
Krilogy Financial
Missouri
$63.3M 870,035 -10,318 -1%
MGIA
28
Moneta Group Investment Advisors
Missouri
$62.1M 854,343 +3,951 +0.5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$61.9M 851,668 +12,433 +1%
AssetMark Inc
30
AssetMark Inc
California
$61.2M 841,570 -94,869 -10%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$58.5M 805,007 -361,324 -31%
CAN
32
Cetera Advisor Networks
California
$58.4M 802,910 +5,721 +0.7%
BC
33
Brio Consultants
California
$52.8M 726,044 +7,292 +1%
BPA
34
Beacon Pointe Advisors
California
$52.4M 720,937 +66,092 +10%
GBWM
35
Granite Bay Wealth Management
New Hampshire
$50.9M 676,166 +676,166 New
UCFA
36
United Capital Financial Advisors
Texas
$49.9M 686,124 -40,000 -6%
LFS
37
Legacy Financial Strategies
Kansas
$49.6M 649,549 -16,788 -3%
Truist Financial
38
Truist Financial
North Carolina
$47.7M 656,558 -29,998 -4%
SIS
39
Strategic Investment Solutions
Illinois
$47.2M 627,185 +619,692 +8,270%
OIA
40
OneDigital Investment Advisors
Kansas
$46.5M 639,372 -42,563 -6%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.2M 621,081 -17,180 -3%
TWM
42
Tradition Wealth Management
Minnesota
$44M 633,115 +679 +0.1%
PCIA
43
Prime Capital Investment Advisors
Kansas
$43M 591,030 -68,132 -10%
OCM
44
One Capital Management
California
$41.9M 576,561 +26,594 +5%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$40.5M 557,187 +13,342 +2%
Creative Planning
46
Creative Planning
Kansas
$40.3M 554,580 +86,009 +18%
FCI
47
Financial Counselors Inc
Kansas
$38.2M 525,683 -14,198 -3%
RRWA
48
Rainey & Randall Wealth Advisors
Florida
$38.1M 523,879 +26,262 +5%
KLI
49
Kelman-Lazarov Inc
Tennessee
$37.6M 517,639 -13,053 -2%
MCM
50
MAI Capital Management
Ohio
$36.4M 501,108 +441,171 +736%
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