SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,090 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 176 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 42 closing their positions.

Holders
1,090
Holders Change
+123
Holders Change %
+12.72%
% of All Funds
15.98%
Holding in Top 10
177
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+18.79%
% of All Funds
2.6%
New
176
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
1
Morgan Stanley
New York
$315M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$659M
3
Ameriprise
3
Ameriprise
Minnesota
$225M
4
Goldman Sachs
4
Goldman Sachs
New York
$30.6M
5
SEI Investments
5
SEI Investments
Pennsylvania
$747M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$520M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.01B
3
SIS
3
Strategic Investment Solutions
Illinois
$824K
4
MG
4
Mather Group
Illinois
$749M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$76.2M -$1.86M -89,576 -2%
FA
27
Financial Advisors
Massachusetts
$75M -$1.52M -73,072 -2%
MGIA
28
Moneta Group Investment Advisors
Missouri
$74.3M +$3.47M +167,440 +5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$69.6M -$1.03M -49,856 -1%
KF
30
Krilogy Financial
Missouri
$67.9M -$4.23M -204,064 -6%
AssetMark Inc
31
AssetMark Inc
California
$67.9M -$1.96M -94,440 -3%
CAN
32
Cetera Advisor Networks
California
$67M +$423K +20,376 +0.6%
Cerity Partners
33
Cerity Partners
New York
$66.5M +$25.5M +1,228,912 +62%
BPA
34
Beacon Pointe Advisors
California
$60.7M +$885K +42,676 +1%
BC
35
Brio Consultants
California
$59.9M -$285K -13,764 -0.5%
TWM
36
Tradition Wealth Management
Minnesota
$56.5M +$7.65M +396,468 +16%
LFS
37
Legacy Financial Strategies
Kansas
$54.9M +$995K +47,972 +2%
Truist Financial
38
Truist Financial
North Carolina
$52.8M -$1.69M -81,620 -3%
UCFA
39
United Capital Financial Advisors
Texas
$52.3M -$4.65M -224,068 -8%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$49.6M -$1.95M -94,240 -4%
GBWM
41
Granite Bay Wealth Management
New Hampshire
$49.3M -$3.05M -157,408 -6%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$49M +$2.77M +133,716 +6%
PCIA
43
Prime Capital Investment Advisors
Kansas
$48.9M -$167K -8,044 -0.3%
OIA
44
OneDigital Investment Advisors
Kansas
$48.8M -$4.26M -205,172 -8%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$45.9M +$5.81M +280,200 +15%
FCI
46
Financial Counselors Inc
Kansas
$45.7M +$2.12M +102,240 +5%
Wells Fargo
47
Wells Fargo
California
$45.7M +$8.14M +392,688 +22%
OCM
48
One Capital Management
California
$45.1M -$2.74M -131,872 -6%
RRWA
49
Rainey & Randall Wealth Advisors
Florida
$44.5M +$1.07M +51,356 +2%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$43.8M +$16.5M +796,608 +61%
1
2
3 4 5