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Schwab US Large-Cap Growth ETF
SCHG

891 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 97 funds opening new positions, 349 increasing their positions, 306 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $8.88M | Put options by funds: $2.91M

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

19% more capital invested

Capital invested by funds: $7.96B → $9.45B (+$1.5B)

14% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 306

13% more funds holding in top 10

Funds holding in top 10: 120 → 136 (+16)

3% more funds holding

Funds holding: 861 → 891 (+30)

2.39% more ownership

Funds ownership: 232.09% → 234.48% (+2.4%)

Holders
891
Holders Change
+30
Holders Change %
+3.48%
% 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
2.17%
New
97
Increased
349
Reduced
306
Closed
45
Calls
$8.88M
Puts
$2.91M
Net Calls
+$5.97M
Net Calls Change
+$2.75M

Top Buyers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
+$92.2M
2
ML
McAdam LLC
Pennsylvania
+$51.6M
3
MG
Mather Group
Illinois
+$37.5M
4
TIM
Total Investment Management
Arizona
+$35.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.9M

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$61.3M
2
GSIS
Global Strategic Investment Solutions
Arizona
-$59.3M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$21.1M
4
UBS Group
UBS Group
Switzerland
-$13.3M
5
VCA
Verdence Capital Advisors
Maryland
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
476
Aspire Wealth Management
Massachusetts
$728K -$177K -11,692 -21%
NAS
477
NWF Advisory Services
California
$721K +$584K +38,496 New
Kovitz Investment Group Partners
478
Kovitz Investment Group Partners
Illinois
$721K +$672K +44,256 New
SFG
479
Sunburst Financial Group
Alabama
$718K +$3.76K +248 +0.6%
RFN
480
RDA Financial Network
Iowa
$716K -$109K -7,184 -14%
HWA
481
Hilltop Wealth Advisors
North Carolina
$715K +$83.4K +5,496 +14%
CCB
482
Cutter & Co Brokerage
Missouri
$714K +$729 +48 +0.1%
BAG
483
Briggs Advisory Group
Rhode Island
$712K – – –
VFA
484
Valeo Financial Advisors
Indiana
$711K +$7.95K +524 +1%
KWM
485
Keebeck Wealth Management
Illinois
$711K -$123K -8,116 -16%
AFG
486
Alterity Financial Group
Maine
$709K -$24.6K -1,620 -4%
LIM
487
Leavell Investment Management
Alabama
$706K -$24.2K -1,592 -4%
LFA
488
Legend Financial Advisors
Pennsylvania
$703K – – –
BWA
489
Burt Wealth Advisors
Maryland
$697K – – –
FAG
490
Fortitude Advisory Group
Washington
$687K -$113K -7,468 -15%
BFA
491
BMS Financial Advisors
South Dakota
$687K +$640K +42,140 New
AI
492
Accredited Investors
Minnesota
$686K -$3.04K -200 -0.5%
EL
493
Essex LLC
Illinois
$675K – – –
KCM
494
Kathmere Capital Management
Pennsylvania
$670K +$4.37K +288 +0.7%
OL
495
Owen LaRue
Kentucky
$641K – – –
CWM
496
Cedar Wealth Management
California
$633K – – –
OC
497
Oarsman Capital
Wisconsin
$633K -$1.82K -120 -0.3%
OC
498
Oppenheimer & Co
New York
$633K +$27.8K +1,832 +5%
GBWM
499
Granite Bay Wealth Management
New Hampshire
$630K +$4.61K +304 +0.8%
AMG
500
Asset Management Group
Connecticut
$623K +$789 +52 +0.1%
18 19
20
21 22

SCHG Hedge Fund Activity: Q1 2023 in Review

891 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2023, worth a combined $9.45B — up 19% from $7.96B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new SCHG positions and 45 closed out — a net gain of 52 holders — while 349 added to existing stakes and 306 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $92.2M. The largest seller was Avantax Planning Partners, cutting an estimated $61.3M.

  • 891 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2023, up from 861 in Q4 2022.
  • Funds reported $9.45B of Schwab US Large-Cap Growth ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 97 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2023 and 45 closed out, a net change of +52 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q1 2023 was Angeles Investment Advisors, an estimated $92.2M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q1 2023 was Avantax Planning Partners, an estimated $61.3M sold.

Based on aggregated 13F filings for Q1 2023.