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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.

New
Increased
Maintained
Reduced
Closed
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
Angeles Investment Advisors
California
+$98.9M
2
ML
McAdam LLC
Pennsylvania
+$55.4M
3
MG
Mather Group
Illinois
+$40.3M
4
TIM
Total Investment Management
Arizona
+$37.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.1M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$65.8M
2
GSIS
Global Strategic Investment Solutions
Arizona
-$63.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$22.7M
4
UBS Group
UBS Group
Switzerland
-$14.3M
5
VCA
Verdence Capital Advisors
Maryland
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
476
Sunburst Financial Group
Alabama
$718K +$4.04K +248 +0.6%
RFN
477
RDA Financial Network
Iowa
$716K -$117K -7,184 -14%
HWA
478
Hilltop Wealth Advisors
North Carolina
$715K +$89.5K +5,496 +14%
CCB
479
Cutter & Co Brokerage
Missouri
$714K +$782 +48 +0.1%
BAG
480
Briggs Advisory Group
Rhode Island
$712K – – –
VFA
481
Valeo Financial Advisors
Indiana
$711K +$8.54K +524 +1%
KWM
482
Keebeck Wealth Management
Illinois
$711K -$132K -8,116 -16%
AFG
483
Alterity Financial Group
Maine
$709K -$26.4K -1,620 -4%
LIM
484
Leavell Investment Management
Alabama
$706K -$25.9K -1,592 -4%
LFA
485
Legend Financial Advisors
Pennsylvania
$703K – – –
BWA
486
Burt Wealth Advisors
Maryland
$697K – – –
FAG
487
Fortitude Advisory Group
Washington
$687K -$122K -7,468 -15%
BFA
488
BMS Financial Advisors
South Dakota
$687K +$687K +42,140 New
AI
489
Accredited Investors
Minnesota
$686K -$3.26K -200 -0.5%
EL
490
Essex LLC
Illinois
$675K – – –
KCM
491
Kathmere Capital Management
Pennsylvania
$670K +$4.69K +288 +0.7%
OL
492
Owen LaRue
Kentucky
$641K – – –
CWM
493
Cedar Wealth Management
California
$633K – – –
OC
494
Oarsman Capital
Wisconsin
$633K -$1.96K -120 -0.3%
OC
495
Oppenheimer & Co
New York
$633K +$29.8K +1,832 +5%
GBWM
496
Granite Bay Wealth Management
New Hampshire
$630K +$4.95K +304 +0.8%
AMG
497
Asset Management Group
Connecticut
$623K +$847 +52 +0.1%
REMPR
498
Roof Eidam Maycock Peralta (REMP)
California
$617K – – –
KP
499
Keel Point
Alabama
$613K -$9.65K -592 -2%
IRC
500
Investors Research Corp
Georgia
$610K +$16.1K +988 +3%
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